13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001468395-25-000002
Total Value
$136.0M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICICI BANK LIMITED | IBN | 602,898 | $18.0M | 13.24% |
| 2 | MAPLEBEAR INC | CART | 412,041 | $17.1M | 12.55% |
| 3 | DUTCH BROS INC | BROS | 315,379 | $16.5M | 12.15% |
| 4 | VIKING HOLDINGS LTD | VIK | 356,522 | $15.7M | 11.55% |
| 5 | NETFLIX INC | NFLX | 15,997 | $14.3M | 10.49% |
| 6 | THE REALREAL INC | 88339P101 | 1,193,501 | $13.0M | 9.59% |
| 7 | BIRKENSTOCK HOLDING PLC | BIRK | 177,853 | $10.1M | 7.41% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 53,318 | $6.4M | 4.74% |
| 9 | DOUBLEVERIFY HLDGS INC | DV | 324,157 | $6.2M | 4.58% |
| 10 | SONOS INC | SONO | 325,000 | $4.9M | 3.59% |
| 11 | BRAZE INC | BRZE | 85,000 | $3.6M | 2.62% |
| 12 | JAMF HLDG CORP | 47074L105 | 200,000 | $2.8M | 2.07% |
| 13 | ASTERA LABS INC | ALAB | 20,920 | $2.8M | 2.04% |
| 14 | H WORLD GROUP LTD | HWLDF | 81,988 | $2.7M | 1.99% |
| 15 | FIVE BELOW INC | FIVE | 18,102 | $1.9M | 1.40% |