Titelia

Holdings of Crestwood Capital Management, L.P.

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Net assets
-
Positions
12 in 2 countries
Top ten
96.8 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1ICICI Bank Ltd 708,90018.4M $
2Dutch Bros Inc 315,37916M $
3Sonos Inc 1,170,00015.7M $
4RealReal Inc/The 1,418,08112.9M $
5Netflix Inc 124,97012M $
6Akamai Technologies Inc 87,50010M $
7DoubleVerify Holdings Inc 979,1579.3M $
8Forgent Power Solutions Inc 280,0008.2M $
9Maplebear Inc 88,0173.3M $
10Astera Labs Inc 20,9202.3M $
11Toast Inc 75,0002M $
12Dynatrace Inc 43,8021.6M $

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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

  • United States 83.6 %
  • India 16.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States1193.3M $83.56 %
2India118.4M $16.44 %
Cite this page

Titelia. "Holdings of Crestwood Capital Management, L.P.". https://titelia.com/en/funds/US13F1468395