Holdings of Crestwood Capital Management, L.P.
12 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 96.8 % of the equity sleeve
Sector breakdown
- Financials 16.4 %
- Communication 10.8 %
- Technology 2.1 %
- Unattributed 70.7 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 83.6 %
- IN 16.4 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 11 | 93.3M $ | 83.56 % |
| 2 | IN | 1 | 18.4M $ | 16.44 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | ICICI Bank Ltd | 708,900 | 18.4M $ | |
| 2 | Dutch Bros Inc | 315,379 | 16M $ | |
| 3 | Sonos Inc | 1,170,000 | 15.7M $ | |
| 4 | RealReal Inc/The | 1,418,081 | 12.9M $ | |
| 5 | Netflix Inc | 124,970 | 12M $ | |
| 6 | Akamai Technologies Inc | 87,500 | 10M $ | |
| 7 | DoubleVerify Holdings Inc | 979,157 | 9.3M $ | |
| 8 | Forgent Power Solutions Inc | 280,000 | 8.2M $ | |
| 9 | Maplebear Inc | 88,017 | 3.3M $ | |
| 10 | Astera Labs Inc | 20,920 | 2.3M $ | |
| 11 | Toast Inc | 75,000 | 2M $ | |
| 12 | Dynatrace Inc | 43,802 | 1.6M $ |