13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q1 2023 · Filed January 24, 2023 · Accession 0001468395-23-000001
Total Value
$116.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGYNY INC | PGNY | 563,932 | $17.6M | 15.08% |
| 2 | ICICI BANK LIMITED | IBN | 747,195 | $16.4M | 14.05% |
| 3 | H WORLD GROUP LTD | HWLDF | 364,738 | $15.5M | 13.29% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 231,615 | $15.0M | 12.88% |
| 5 | FIVE BELOW INC | FIVE | 77,634 | $13.7M | 11.79% |
| 6 | NETFLIX INC | NFLX | 25,849 | $7.6M | 6.55% |
| 7 | XOMETRY INC | XMTR | 219,298 | $7.1M | 6.07% |
| 8 | TOAST INC | TOST | 366,562 | $6.6M | 5.68% |
| 9 | PAYPAL HLDGS INC | PYPL | 89,520 | $6.4M | 5.47% |
| 10 | DOUBLEVERIFY HLDGS INC | DV | 189,219 | $4.2M | 3.57% |
| 11 | SYNOPSYS INC | SNPS | 9,114 | $2.9M | 2.50% |
| 12 | FERRARI N V | RACE | 8,631 | $1.8M | 1.59% |
| 13 | THE REALREAL INC | 88339P101 | 1,389,960 | $1.7M | 1.49% |