StockDriftsStockDriftsTop 16 Crestwood Capital Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | 14.21% | 207.2K | $21.7M | -33.48%(-104.30K) | $35.53(+175.82%) | 2026-06-30 | |
| BROS | DUTCH BROS INC | 11.03% | 234.6K | $16.8M | -25.62%(-80.81K) | $34.31(+51.61%) | 2026-06-30 | |
| IBN | ICICI BANK LIMITED | 10.66% | 560.8K | $16.3M | -20.89%(-148.08K) | $13.31(+123.49%) | 2026-06-30 | |
| REAL | THE REALREAL INC | 10.04% | 1.30M | $15.3M | -8.30%(-117.68K) | $3.68(+209.61%) | 2026-06-30 | |
| SONO | SONOS INC | 8.29% | 935.8K | $12.7M | -20.02%(-234.19K) | $14.70(+10.97%) | 2026-06-30 | |
| FPS | FORGENT POWER SOLUTIONS INC | 7.06% | 192.9K | $10.8M | -31.12%(-87.13K) | $29.27(+35.50%) | 2026-06-30 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 6.99% | 90.3K | $10.7M | +3.20%(+2.80K) | $82.52(+51.47%) | 2026-06-30 | |
| ALAB | ASTERA LABS INC | 6.24% | 19.7K | $9.5M | -5.75%(-1.20K) | $73.41(+312.14%) | 2026-06-30 | |
| VRT | VERTIV HOLDINGS CO | 6.08% | 27.7K | $9.3M | new | $284.52(+4.00%) | 2026-06-30 | |
| FTAI | FTAI AVIATION LTD | 4.87% | 27.5K | $7.4M | +52.58%(+9.46K) | $230.82(+0.73%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.61% | +50.55% | +3.20% | +17.07% |
| Top 20 Holdings Unweighted | +32.75% | +133.92% | +10.95% | +68.14% |
Crestwood Capital Management, L.P. reports $152.66M in US-listed equity holdings across 16 positions in its most recent 13F filing. Its largest disclosed positions are VIK (14.2%), BROS (11.0%) and IBN (10.7%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +50.55% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crestwood Capital Management, L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1468395). View Crestwood Capital Management, L.P.’s 13F filings on SEC