13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q1 2024 · Filed May 13, 2024 · Accession 0001468395-24-000003
Total Value
$161.9M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIVE BELOW INC | FIVE | 111,566 | $20.2M | 12.50% |
| 2 | NETFLIX INC | NFLX | 31,408 | $19.1M | 11.78% |
| 3 | MAPLEBEAR INC | CART | 470,775 | $17.6M | 10.84% |
| 4 | ADVANCED MICRO DEVICES INC | AMD | 86,357 | $15.6M | 9.63% |
| 5 | ICICI BANK LIMITED | IBN | 576,645 | $15.2M | 9.41% |
| 6 | H WORLD GROUP LTD | HWLDF | 337,747 | $13.1M | 8.07% |
| 7 | DOUBLEVERIFY HLDGS INC | DV | 370,180 | $13.0M | 8.04% |
| 8 | PROGYNY INC | PGNY | 316,831 | $12.1M | 7.47% |
| 9 | DUTCH BROS INC | BROS | 320,703 | $10.6M | 6.54% |
| 10 | DATADOG INC | DDOG | 49,908 | $6.2M | 3.81% |
| 11 | BIRKENSTOCK HOLDING PLC | BIRK | 121,285 | $5.7M | 3.54% |
| 12 | TEXAS INSTRS INC | 882508104 | 24,887 | $4.3M | 2.68% |
| 13 | THE REALREAL INC | 88339P101 | 880,721 | $3.4M | 2.13% |
| 14 | SYNOPSYS INC | SNPS | 4,057 | $2.3M | 1.43% |
| 15 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 200,000 | $2.0M | 1.23% |
| 16 | ASTERA LABS INC | ALAB | 20,000 | $1.5M | 0.92% |