Crestwood Capital Management, L.P. Diversified Active

Name: Crestwood Capital Management, L.P. Q4 2025 13F Filing | 13F Explorer
Creator: Crestwood Capital Management, L.P.
Published: 2026-02-11

Location: New York, NY

CIK: 0001468395 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 11, 2026

Total Value: $158M (100.0% shares, 0.0% debt)

Holdings (13)

VIK VIKING HOLDINGS LTD 15.0%

Value $23.67M Shares 331,522 Est. Cost $35.16 Unrealized +81.5%

REAL THE REALREAL INC 13.4%

Value $21.19M Shares 1,343,081 Est. Cost $3.13 Unrealized +316.7%

IBN ICICI BANK LIMITED 12.8%

Value $20.23M Shares 678,900 Est. Cost $14.46 Unrealized —

BROS DUTCH BROS INC 11.1%

Value $17.47M Shares 285,379 Est. Cost $33.86 Unrealized +67.8%

SONO SONOS INC 10.6%

Value $16.68M Shares 950,000 Est. Cost $14.67 Unrealized +18.9%

NFLX NETFLIX INC 8.3%

Value $13.12M Shares 139,970 Est. Cost $98.75 Unrealized +9.2%

CART MAPLEBEAR INC 8.3%

Value $13.04M Shares 289,896 Est. Cost $27.39 Unrealized +49.4%

DV DOUBLEVERIFY HLDGS INC 8.2%

Value $13.03M Shares 1,139,157 Est. Cost $18.21 Unrealized -39.4%

AKAM AKAMAI TECHNOLOGIES INC 4.8%

Value $7.634M Shares 87,500 Est. Cost $82.26 Unrealized 0.0%

BIRK BIRKENSTOCK HOLDING PLC 3.5%

Value $5.453M Shares 133,332 Est. Cost $48.34 Unrealized -12.4%

ALAB ASTERA LABS INC 2.2%

Value $3.48M Shares 20,920 Est. Cost $72.90 Unrealized +129.5%

AMD ADVANCED MICRO DEVICES INC 1.7%

Value $2.638M Shares 12,318 Est. Cost $80.92 Unrealized +177.6%

ARX ACCELERANT HOLDINGS 0.2%

Value $327K Shares 20,000 Est. Cost $23.42 Unrealized -39.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VIK	VIKING HOLDINGS LTD	331,522	$23.67M	15.0%	$35.16	+81.5%	ORD SHS	G93A5A101
REAL	THE REALREAL INC	1,343,081	$21.19M	13.4%	$3.13	+316.7%	COM	88339P101
IBN	ICICI BANK LIMITED	678,900	$20.23M	12.8%	$14.46	—	ADR	45104G104
BROS	DUTCH BROS INC	285,379	$17.47M	11.1%	$33.86	+67.8%	CL A	26701L100
SONO	SONOS INC	950,000	$16.68M	10.6%	$14.67	+18.9%	COM	83570H108
NFLX	NETFLIX INC	139,970	$13.12M	8.3%	$98.75	+9.2%	COM	64110L106
CART	MAPLEBEAR INC	289,896	$13.04M	8.3%	$27.39	+49.4%	COM	565394103
DV	DOUBLEVERIFY HLDGS INC	1,139,157	$13.03M	8.2%	$18.21	-39.4%	COM	25862V105
AKAM	AKAMAI TECHNOLOGIES INC	87,500	$7.634M	4.8%	$82.26	0.0%	COM	00971T101
BIRK	BIRKENSTOCK HOLDING PLC	133,332	$5.453M	3.5%	$48.34	-12.4%	COM SHS	M2029K104
ALAB	ASTERA LABS INC	20,920	$3.48M	2.2%	$72.90	+129.5%	COM	04626A103
AMD	ADVANCED MICRO DEVICES INC	12,318	$2.638M	1.7%	$80.92	+177.6%	COM	007903107
ARX	ACCELERANT HOLDINGS	20,000	$327K	0.2%	$23.42	-39.9%	CL A	G00894108