13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001468395-23-000004
Total Value
$132.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ADVANCED MICRO DEVICES INC | AMD | 214,686 | $21.0M | 15.88% |
| 2 | H WORLD GROUP LTD | HWLDF | 403,450 | $19.8M | 14.91% |
| 3 | FIVE BELOW INC | FIVE | 85,924 | $17.7M | 13.35% |
| 4 | PROGYNY INC | PGNY | 512,642 | $16.5M | 12.42% |
| 5 | ICICI BANK LIMITED | IBN | 745,171 | $16.1M | 12.13% |
| 6 | DOUBLEVERIFY HLDGS INC | DV | 349,724 | $10.5M | 7.96% |
| 7 | NETFLIX INC | NFLX | 29,529 | $10.2M | 7.70% |
| 8 | SYNOPSYS INC | SNPS | 20,000 | $7.7M | 5.83% |
| 9 | TOAST INC | TOST | 315,499 | $5.6M | 4.23% |
| 10 | PAYPAL HLDGS INC | PYPL | 29,277 | $2.2M | 1.68% |
| 11 | FLOOR & DECOR HLDGS INC | FND | 20,000 | $2.0M | 1.48% |
| 12 | THE REALREAL INC | 88339P101 | 1,386,178 | $1.7M | 1.32% |
| 13 | XOMETRY INC | XMTR | 98,404 | $1.5M | 1.11% |