13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q1 2025 · Filed May 13, 2025 · Accession 0001468395-25-000003
Total Value
$130.3M
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICICI BANK LIMITED | IBN | 654,150 | $20.6M | 15.83% |
| 2 | VIKING HOLDINGS LTD | VIK | 426,522 | $17.0M | 13.01% |
| 3 | DUTCH BROS INC | BROS | 270,379 | $16.7M | 12.81% |
| 4 | NETFLIX INC | NFLX | 15,997 | $14.9M | 11.45% |
| 5 | MAPLEBEAR INC | CART | 334,896 | $13.4M | 10.25% |
| 6 | BIRKENSTOCK HOLDING PLC | BIRK | 268,103 | $12.3M | 9.44% |
| 7 | THE REALREAL INC | 88339P101 | 1,468,081 | $7.9M | 6.07% |
| 8 | DOUBLEVERIFY HLDGS INC | DV | 474,157 | $6.3M | 4.87% |
| 9 | SONOS INC | SONO | 515,000 | $5.5M | 4.22% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 52,318 | $5.4M | 4.13% |
| 11 | JAMF HLDG CORP | 47074L105 | 275,000 | $3.3M | 2.56% |
| 12 | H WORLD GROUP LTD | HWLDF | 61,988 | $2.3M | 1.76% |
| 13 | BRAZE INC | BRZE | 57,500 | $2.1M | 1.59% |
| 14 | FIVE BELOW INC | FIVE | 18,102 | $1.4M | 1.04% |
| 15 | ASTERA LABS INC | ALAB | 20,920 | $1.2M | 0.96% |