13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001468395-25-000007
Total Value
$146.8M
Positions
14
Other Managers
0
Confidential Omitted
No
Holdings (14)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ICICI BANK LIMITED | IBN | 663,900 | $22.3M | 15.21% |
| 2 | NETFLIX INC | NFLX | 15,997 | $21.4M | 14.59% |
| 3 | VIKING HOLDINGS LTD | VIK | 391,522 | $20.9M | 14.21% |
| 4 | DUTCH BROS INC | BROS | 270,379 | $18.5M | 12.59% |
| 5 | DOUBLEVERIFY HLDGS INC | DV | 959,157 | $14.4M | 9.78% |
| 6 | MAPLEBEAR INC | CART | 309,896 | $14.0M | 9.55% |
| 7 | BIRKENSTOCK HOLDING PLC | BIRK | 230,603 | $11.3M | 7.72% |
| 8 | THE REALREAL INC | 88339P101 | 1,568,081 | $7.5M | 5.11% |
| 9 | SONOS INC | SONO | 515,000 | $5.6M | 3.79% |
| 10 | ADVANCED MICRO DEVICES INC | AMD | 27,318 | $3.9M | 2.64% |
| 11 | JAMF HLDG CORP | 47074L105 | 285,000 | $2.7M | 1.85% |
| 12 | H WORLD GROUP LTD | HWLDF | 61,988 | $2.1M | 1.43% |
| 13 | ASTERA LABS INC | ALAB | 20,920 | $1.9M | 1.29% |
| 14 | CHIME FINL INC | 16935C109 | 10,460 | $360,975 | 0.25% |