13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q3 2024 · Filed November 13, 2024 · Accession 0001468395-24-000007
Total Value
$129.6M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MAPLEBEAR INC | CART | 447,041 | $18.2M | 14.05% |
| 2 | ICICI BANK LIMITED | IBN | 560,898 | $16.7M | 12.92% |
| 3 | VIKING HOLDINGS LTD | VIK | 471,522 | $16.5M | 12.70% |
| 4 | NETFLIX INC | NFLX | 15,997 | $11.3M | 8.76% |
| 5 | DUTCH BROS INC | BROS | 345,379 | $11.1M | 8.54% |
| 6 | ADVANCED MICRO DEVICES INC | AMD | 53,318 | $8.7M | 6.75% |
| 7 | H WORLD GROUP LTD | HWLDF | 221,988 | $8.3M | 6.37% |
| 8 | PROGYNY INC | PGNY | 436,081 | $7.3M | 5.64% |
| 9 | BIRKENSTOCK HOLDING PLC | BIRK | 147,853 | $7.3M | 5.62% |
| 10 | INTEGRAL AD SCIENCE HLDNG CO | 45828L108 | 650,738 | $7.0M | 5.43% |
| 11 | DOUBLEVERIFY HLDGS INC | DV | 374,157 | $6.3M | 4.86% |
| 12 | THE REALREAL INC | 88339P101 | 1,193,501 | $3.7M | 2.89% |
| 13 | JAMF HLDG CORP | 47074L105 | 200,000 | $3.5M | 2.68% |
| 14 | FIVE BELOW INC | FIVE | 18,102 | $1.6M | 1.23% |
| 15 | ASTERA LABS INC | ALAB | 20,920 | $1.1M | 0.85% |
| 16 | SONOS INC | SONO | 75,000 | $921,750 | 0.71% |