13F HOLDINGS REPORT
Crestwood Capital Management, L.P.
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001468395-26-000001
Total Value
$158.0M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VIKING HOLDINGS LTD | VIK | 331,522 | $23.7M | 14.99% |
| 2 | THE REALREAL INC | 88339P101 | 1,343,081 | $21.2M | 13.42% |
| 3 | ICICI BANK LIMITED | IBN | 678,900 | $20.2M | 12.81% |
| 4 | DUTCH BROS INC | BROS | 285,379 | $17.5M | 11.06% |
| 5 | SONOS INC | SONO | 950,000 | $16.7M | 10.56% |
| 6 | NETFLIX INC | NFLX | 139,970 | $13.1M | 8.31% |
| 7 | MAPLEBEAR INC | CART | 289,896 | $13.0M | 8.25% |
| 8 | DOUBLEVERIFY HLDGS INC | DV | 1,139,157 | $13.0M | 8.25% |
| 9 | AKAMAI TECHNOLOGIES INC | AKAM | 87,500 | $7.6M | 4.83% |
| 10 | BIRKENSTOCK HOLDING PLC | BIRK | 133,332 | $5.5M | 3.45% |
| 11 | ASTERA LABS INC | ALAB | 20,920 | $3.5M | 2.20% |
| 12 | ADVANCED MICRO DEVICES INC | AMD | 12,318 | $2.6M | 1.67% |
| 13 | ACCELERANT HOLDINGS | ARX | 20,000 | $327,000 | 0.21% |