13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001468395-23-000005
Total Value
$143.7M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIVE BELOW INC | FIVE | 104,821 | $20.6M | 14.33% |
| 2 | PROGYNY INC | PGNY | 485,767 | $19.1M | 13.30% |
| 3 | ICICI BANK LIMITED | IBN | 743,216 | $17.2M | 11.93% |
| 4 | H WORLD GROUP LTD | HWLDF | 432,816 | $16.8M | 11.68% |
| 5 | ADVANCED MICRO DEVICES INC | AMD | 142,908 | $16.3M | 11.33% |
| 6 | NETFLIX INC | NFLX | 35,539 | $15.7M | 10.89% |
| 7 | DOUBLEVERIFY HLDGS INC | DV | 349,724 | $13.6M | 9.47% |
| 8 | SYNOPSYS INC | SNPS | 20,063 | $8.7M | 6.08% |
| 9 | TEXAS INSTRS INC | 882508104 | 47,930 | $8.6M | 6.00% |
| 10 | FLOOR & DECOR HLDGS INC | FND | 30,240 | $3.1M | 2.19% |
| 11 | XOMETRY INC | XMTR | 97,750 | $2.1M | 1.44% |
| 12 | THE REALREAL INC | 88339P101 | 882,543 | $2.0M | 1.36% |