Crestwood Capital Management, L.P.
Crestwood Capital Management, L.P. reported 16 US-listed holdings worth $152.7 million in its 13F for the quarter ended 30 June 2026, filed 10 August 2026. Its largest: Viking Holdings Ltd (14.2%), Dutch Bros Inc. (11.0%) and Icici Bank ADR (10.7%). Against the quarter before, it opened 1 position, added to 3, trimmed 12 and sold out of 0.
The 14 largest of its 16 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +50.0% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Vertiv Holdings Co. VRT$9.3 million
Added to 3
- Ftai Aviation Ltd. FTAI+9,464 shares · +53%
- Dynatrace, Inc. DT+39,096 shares · +89%
- Akamai Technologies Inc. AKAM+2,800 shares · +3%
Trimmed 12
- Viking Holdings Ltd VIK-104,296 shares · -33%
- DoubleVerify Holdings, Inc. DV-609,097 shares · -62%
- Dutch Bros Inc. BROS-80,810 shares · -26%
- Forgent Power Solutions Inc FPS-87,134 shares · -31%
- Icici Bank ADR IBN-148,078 shares · -21%
- Netflix Inc. NFLX-57,476 shares · -46%
- Sonos Inc. SONO-234,188 shares · -20%
- Birkenstock Holding plc BIRK-61,674 shares · -34%
and 4 more in the table below
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Viking Holdings Ltd VIK | 207.2K | $21.7 million | 14.21% | -104.3K |
| Dutch Bros Inc. BROS | 234.6K | $16.8 million | 11.03% | -80.8K |
| Icici Bank ADR IBN | 560.8K | $16.3 million | 10.66% | -148.1K |
| the Realreal Inc. REAL | 1.3M | $15.3 million | 10.04% | -117.7K |
| Sonos Inc. SONO | 935.8K | $12.7 million | 8.29% | -234.2K |
| Forgent Power Solutions Inc FPS | 192.9K | $10.8 million | 7.06% | -87.1K |
| Akamai Technologies Inc. AKAM | 90.3K | $10.7 million | 6.99% | +2.8K |
| Astera Labs, Inc. ALAB | 19.7K | $9.5 million | 6.24% | -1.2K |
| Vertiv Holdings Co. VRT | 27.7K | $9.3 million | 6.08% | new |
| Ftai Aviation Ltd. FTAI | 27.5K | $7.4 million | 4.87% | +9.5K |
| Birkenstock Holding plc BIRK | 121.7K | $5.2 million | 3.43% | -61.7K |
| Netflix Inc. NFLX | 67.5K | $4.8 million | 3.16% | -57.5K |
| DoubleVerify Holdings, Inc. DV | 370.1K | $4.0 million | 2.63% | -609.1K |
| Dynatrace, Inc. DT | 82.9K | $3.6 million | 2.38% | +39.1K |
| Maplebear Inc. CART | 50.8K | $2.4 million | 1.58% | -37.2K |
| Toast, Inc. TOST | 74.2K | $2.1 million | 1.35% | -788 |