13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001468395-24-000006
Total Value
$140.1M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICICI BANK LIMITED | IBN | 579,048 | $16.7M | 11.91% |
| 2 | MAPLEBEAR INC | CART | 510,179 | $16.4M | 11.71% |
| 3 | DUTCH BROS INC | BROS | 389,009 | $16.1M | 11.50% |
| 4 | NETFLIX INC | NFLX | 22,439 | $15.1M | 10.81% |
| 5 | FIVE BELOW INC | FIVE | 122,102 | $13.3M | 9.50% |
| 6 | PROGYNY INC | PGNY | 369,750 | $10.6M | 7.55% |
| 7 | H WORLD GROUP LTD | HWLDF | 310,727 | $10.4M | 7.39% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 61,626 | $10.0M | 7.14% |
| 9 | DOUBLEVERIFY HLDGS INC | DV | 484,073 | $9.4M | 6.73% |
| 10 | BIRKENSTOCK HOLDING PLC | BIRK | 122,402 | $6.7M | 4.75% |
| 11 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 648,797 | $6.3M | 4.50% |
| 12 | VIKING HOLDINGS LTD | VIK | 140,000 | $4.8M | 3.39% |
| 13 | THE REALREAL INC | 88339P101 | 989,275 | $3.2M | 2.25% |
| 14 | ASTERA LABS INC | ALAB | 20,000 | $1.2M | 0.86% |