Crescent Park Management, L.P. Hedge Fund

Location: East Palo Alto, CA

CIK: 0001629984 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $164M (100.0% shares, 0.0% debt)

Holdings (30)

AVGO BROADCOM INC 19.4%

Value $31.71M Shares 91,612 Est. Cost $143.01 Unrealized +149.6%

KKR KKR & CO INC 9.4%

Value $15.37M Shares 120,581 Est. Cost $34.13 Unrealized +264.2%

AMZN AMAZON COM INC 9.1%

Value $14.82M Shares 64,187 Est. Cost $127.37 Unrealized +79.6%

PCOR PROCORE TECHNOLOGIES INC 7.5%

Value $12.19M Shares 167,566 Est. Cost $62.06 Unrealized +19.2%

WIX WIX COM LTD 7.1%

Value $11.56M Shares 111,248 Est. Cost $116.04 Unrealized +4.2%

DASH DOORDASH INC 6.7%

Value $10.95M Shares 48,359 Est. Cost $78.25 Unrealized +199.7%

WDAY WORKDAY INC 4.3%

Value $6.978M Shares 32,490 Est. Cost $236.60 Unrealized -4.0%

GDDY GODADDY INC 3.8%

Value $6.263M Shares 50,472 Est. Cost $72.04 Unrealized +79.6%

DBRG DIGITALBRIDGE GROUP INC 3.7%

Value $6.108M Shares 398,147 Est. Cost $10.38 Unrealized +15.7%

GTM ZOOMINFO TECHNOLOGIES INC 3.5%

Value $5.778M Shares 568,121 Est. Cost $10.50 Unrealized -2.0%

LUMN LUMEN TECHNOLOGIES INC 3.5%

Value $5.745M Shares 739,400 Est. Cost — Unrealized —

CMG CHIPOTLE MEXICAN GRILL INC 3.5%

Value $5.645M Shares 152,581 Est. Cost $44.92 Unrealized -19.5%

FN FABRINET 3.3%

Value $5.418M Shares 11,900 Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 2.9%

Value $4.704M Shares 25,223 Est. Cost $128.20 Unrealized +45.2%

TSM TAIWAN SEMICONDUCTOR MFG LTD 2.3%

Value $3.723M Shares 12,251 Est. Cost $181.93 Unrealized —

APO APOLLO GLOBAL MGMT INC 2.0%

Value $3.307M Shares 22,845 Est. Cost $82.19 Unrealized +61.3%

VVV VALVOLINE INC 1.9%

Value $3.082M Shares 106,063 Est. Cost $34.96 Unrealized -8.2%

PSKY PARAMOUNT SKYDANCE CORP 1.2%

Value $1.968M Shares 146,900 Est. Cost — Unrealized —

BLDR BUILDERS FIRSTSOURCE INC 1.1%

Value $1.739M Shares 16,903 Est. Cost $132.67 Unrealized -15.3%

RIVN RIVIAN AUTOMOTIVE INC 1.0%

Value $1.591M Shares 80,700 Est. Cost — Unrealized —

FUBO FUBOTV INC 0.8%

Value $1.332M Shares 528,600 Est. Cost — Unrealized —

AEVA AEVA TECHNOLOGIES INC 0.3%

Value $542K Shares 40,800 Est. Cost — Unrealized —

AUR AURORA INNOVATION INC 0.3%

Value $454K Shares 118,300 Est. Cost — Unrealized —

EVGO EVGO INC 0.3%

Value $452K Shares 155,300 Est. Cost — Unrealized —

CLBT CELLEBRITE DI LTD 0.3%

Value $423K Shares 23,449 Est. Cost $15.02 Unrealized +19.6%

BLND BLEND LABS INC 0.3%

Value $417K Shares 137,316 Est. Cost $3.41 Unrealized -6.6%

LCID LUCID GROUP INC 0.2%

Value $375K Shares 35,520 Est. Cost — Unrealized —

OUST OUSTER INC 0.2%

Value $372K Shares 17,200 Est. Cost — Unrealized —

AMC AMC ENTMT HLDGS INC 0.2%

Value $366K Shares 234,300 Est. Cost — Unrealized —

BLNK BLINK CHARGING CO 0.1%

Value $204K Shares 305,600 Est. Cost $1.11 Unrealized +30.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
AVGO	BROADCOM INC	91,612	$31.71M	19.4%	$143.01	+149.6%	COM	11135F101
KKR	KKR & CO INC	120,581	$15.37M	9.4%	$34.13	+264.2%	COM	48251W104
AMZN	AMAZON COM INC	64,187	$14.82M	9.1%	$127.37	+79.6%	COM	023135106
PCOR	PROCORE TECHNOLOGIES INC	167,566	$12.19M	7.5%	$62.06	+19.2%	COM	74275K108
WIX	WIX COM LTD	111,248	$11.56M	7.1%	$116.04	+4.2%	SHS	M98068105
DASH	DOORDASH INC	48,359	$10.95M	6.7%	$78.25	+199.7%	CL A	25809K105
WDAY	WORKDAY INC	32,490	$6.978M	4.3%	$236.60	-4.0%	CL A	98138H101
GDDY	GODADDY INC	50,472	$6.263M	3.8%	$72.04	+79.6%	CL A	380237107
DBRG	DIGITALBRIDGE GROUP INC	398,147	$6.108M	3.7%	$10.38	+15.7%	CL A NEW	25401T603
GTM	ZOOMINFO TECHNOLOGIES INC	568,121	$5.778M	3.5%	$10.50	-2.0%	COMMON STOCK	98980F104
LUMN	LUMEN TECHNOLOGIES INC	739,400	$5.745M	3.5%	—	—	Call	550241103
CMG	CHIPOTLE MEXICAN GRILL INC	152,581	$5.645M	3.5%	$44.92	-19.5%	COM	169656105
FN	FABRINET	11,900	$5.418M	3.3%	—	—	Call	G3323L100
NVDA	NVIDIA CORPORATION	25,223	$4.704M	2.9%	$128.20	+45.2%	COM	67066G104
TSM	TAIWAN SEMICONDUCTOR MFG LTD	12,251	$3.723M	2.3%	$181.93	—	SPONSORED ADS	874039100
APO	APOLLO GLOBAL MGMT INC	22,845	$3.307M	2.0%	$82.19	+61.3%	COM	03769M106
VVV	VALVOLINE INC	106,063	$3.082M	1.9%	$34.96	-8.2%	COM	92047W101
PSKY	PARAMOUNT SKYDANCE CORP	146,900	$1.968M	1.2%	—	—	Call	69932A204
BLDR	BUILDERS FIRSTSOURCE INC	16,903	$1.739M	1.1%	$132.67	-15.3%	COM	12008R107
RIVN	RIVIAN AUTOMOTIVE INC	80,700	$1.591M	1.0%	—	—	Call	76954A103
FUBO	FUBOTV INC	528,600	$1.332M	0.8%	—	—	Call	35953D104
AEVA	AEVA TECHNOLOGIES INC	40,800	$542K	0.3%	—	—	Call	00835Q202
AUR	AURORA INNOVATION INC	118,300	$454K	0.3%	—	—	Call	051774107
EVGO	EVGO INC	155,300	$452K	0.3%	—	—	Call	30052F100
CLBT	CELLEBRITE DI LTD	23,449	$423K	0.3%	$15.02	+19.6%	ORDINARY SHARES	M2197Q107
BLND	BLEND LABS INC	137,316	$417K	0.3%	$3.41	-6.6%	CL A	09352U108
LCID	LUCID GROUP INC	35,520	$375K	0.2%	—	—	Call	549498202
OUST	OUSTER INC	17,200	$372K	0.2%	—	—	Call	68989M202
AMC	AMC ENTMT HLDGS INC	234,300	$366K	0.2%	—	—	Call	00165C302
BLNK	BLINK CHARGING CO	305,600	$204K	0.1%	$1.11	+30.2%	Call	09354A100