StockDriftsStockDriftsTop 15 Crestwood Capital Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | 15.73% | 311.5K | $22.9M | -6.03%(-20.00K) | $35.53(+183.42%) | 2026-03-31 | |
| IBN | ICICI BANK LIMITED | 12.62% | 708.9K | $18.4M | +4.42%(+30.00K) | $13.31(+121.61%) | 2026-03-31 | |
| BROS | DUTCH BROS INC | 10.98% | 315.4K | $16.0M | +10.51%(+30.00K) | $34.31(+110.31%) | 2026-03-31 | |
| SONO | SONOS INC | 10.77% | 1.17M | $15.7M | +23.16%(+220.00K) | $14.70(-7.34%) | 2026-03-31 | |
| REAL | THE REALREAL INC | 8.85% | 1.42M | $12.9M | +5.58%(+75.00K) | $3.68(+214.50%) | 2026-03-31 | |
| NFLX | NETFLIX INC. | 8.26% | 125.0K | $12.0M | -10.72%(-15.00K) | $27.47(+182.64%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 6.91% | 87.5K | $10.0M | +0.00%(+0) | $81.51(+38.85%) | 2026-03-31 | |
| DV | DOUBLEVERIFY HLDGS INC | 6.39% | 979.2K | $9.3M | -14.05%(-160.00K) | $17.99(-36.41%) | 2026-03-31 | |
| FPS | FORGENT POWER SOLUTIONS INC | 5.63% | 280.0K | $8.2M | new | $29.27(+60.10%) | 2026-03-31 | |
| BIRK | BIRKENSTOCK HOLDING PLC | 4.51% | 183.3K | $6.6M | +37.50%(+50.00K) | $47.09(-2.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.28% | +30.49% |
| Top 20 Holdings Unweighted | +24.52% | +93.07% |
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