13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001468395-23-000006
Total Value
$132.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PROGYNY INC | PGNY | 485,767 | $16.5M | 12.52% |
| 2 | ADVANCED MICRO DEVICES INC | AMD | 155,908 | $16.0M | 12.14% |
| 3 | NETFLIX INC | NFLX | 41,539 | $15.7M | 11.88% |
| 4 | H WORLD GROUP LTD | HWLDF | 382,816 | $15.1M | 11.43% |
| 5 | ICICI BANK LIMITED | IBN | 643,216 | $14.9M | 11.26% |
| 6 | FIVE BELOW INC | FIVE | 86,821 | $14.0M | 10.58% |
| 7 | TEXAS INSTRS INC | 882508104 | 56,930 | $9.1M | 6.86% |
| 8 | DOUBLEVERIFY HLDGS INC | DV | 294,724 | $8.2M | 6.24% |
| 9 | SYNOPSYS INC | SNPS | 17,313 | $7.9M | 6.02% |
| 10 | DUTCH BROS INC | BROS | 320,000 | $7.4M | 5.64% |
| 11 | FLOOR & DECOR HLDGS INC | FND | 40,240 | $3.6M | 2.76% |
| 12 | THE REALREAL INC | 88339P101 | 882,543 | $1.9M | 1.41% |
| 13 | XOMETRY INC | XMTR | 97,750 | $1.7M | 1.26% |