13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q3 2025 · Filed November 12, 2025 · Accession 0001468395-25-000010
Total Value
$143.6M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VIKING HOLDINGS LTD | VIK | 341,522 | $21.2M | 14.78% |
| 2 | ICICI BANK LIMITED | IBN | 678,900 | $20.5M | 14.29% |
| 3 | NETFLIX INC | NFLX | 15,997 | $19.2M | 13.36% |
| 4 | DUTCH BROS INC | BROS | 310,379 | $16.2M | 11.31% |
| 5 | THE REALREAL INC | 88339P101 | 1,443,081 | $15.3M | 10.68% |
| 6 | DOUBLEVERIFY HLDGS INC | DV | 1,139,157 | $13.6M | 9.50% |
| 7 | MAPLEBEAR INC | CART | 309,896 | $11.4M | 7.93% |
| 8 | SONOS INC | SONO | 615,000 | $9.7M | 6.77% |
| 9 | BIRKENSTOCK HOLDING PLC | BIRK | 200,603 | $9.1M | 6.32% |
| 10 | ASTERA LABS INC | ALAB | 20,920 | $4.1M | 2.85% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 12,318 | $2.0M | 1.39% |
| 12 | H WORLD GROUP LTD | HWLDF | 21,988 | $859,951 | 0.60% |
| 13 | ACCELERANT HOLDINGS | ARX | 20,000 | $297,800 | 0.21% |