13F HOLDINGS REPORT
Crescent Park Management, L.P.
Quarter ended Q4 2024 · Filed February 12, 2025 · Accession 0001629984-25-000001
Total Value
$261.1M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 209,073 | $48.5M | 18.56% |
| 2 | CELLEBRITE DI LTD | CLBT | 1,862,482 | $41.0M | 15.71% |
| 3 | KKR & CO INC | KKRT | 128,003 | $18.9M | 7.25% |
| 4 | AMAZON COM INC | AMZN | 74,428 | $16.3M | 6.25% |
| 5 | WIX COM LTD | WIX | 73,891 | $15.9M | 6.07% |
| 6 | SBA COMMUNICATIONS CORP NEW | SBAC | 68,359 | $13.9M | 5.34% |
| 7 | PROCORE TECHNOLOGIES INC | PCOR | 185,434 | $13.9M | 5.32% |
| 8 | GODADDY INC | GDDY | 68,875 | $13.6M | 5.21% |
| 9 | WORKDAY INC | WDAY | 39,780 | $10.3M | 3.93% |
| 10 | N-ABLE INC | NABL | 947,984 | $8.9M | 3.39% |
| 11 | DOORDASH INC | DASH | 52,184 | $8.8M | 3.35% |
| 12 | COGENT COMMUNICATIONS HLDGS | CCOI | 83,523 | $6.4M | 2.47% |
| 13 | ZOOMINFO TECHNOLOGIES INC | GTM | 600,363 | $6.3M | 2.42% |
| 14 | LUMEN TECHNOLOGIES INC | LUMN | 1,117,000 | $5.9M | 2.27% |
| 15 | CCC INTELLIGENT SOLUTIONS HL | CCC | 434,152 | $5.1M | 1.95% |
| 16 | NVIDIA CORPORATION | NVDA | 26,250 | $3.5M | 1.35% |
| 17 | GUIDEWIRE SOFTWARE INC | GWRE | 20,769 | $3.5M | 1.34% |
| 18 | APOLLO GLOBAL MGMT INC | 03769M106 | 20,232 | $3.3M | 1.28% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 12,079 | $2.4M | 0.91% |
| 20 | AURORA INNOVATION INC | AUROW | 313,200 | $2.0M | 0.76% |
| 21 | OUSTER INC | OUST | 133,000 | $1.6M | 0.62% |
| 22 | ROKU INC | ROKU | 18,000 | $1.3M | 0.51% |
| 23 | MARVELL TECHNOLOGY INC | MRVL | 11,467 | $1.3M | 0.49% |
| 24 | ECHOSTAR CORP | SATS | 52,500 | $1.2M | 0.46% |
| 25 | SPDR S&P 500 ETF TR | SPY | 1,965 | $1.2M | 0.44% |
| 26 | BLINK CHARGING CO | BLNK | 698,100 | $970,359 | 0.37% |
| 27 | LUCID GROUP INC | LCID | 300,000 | $906,000 | 0.35% |
| 28 | RIVIAN AUTOMOTIVE INC | RIVN | 65,800 | $875,140 | 0.34% |
| 29 | CHARGEPOINT HOLDINGS INC | CHPT | 616,500 | $659,655 | 0.25% |
| 30 | AEVA TECHNOLOGIES INC | AEVA | 133,300 | $633,175 | 0.24% |
| 31 | AMC ENTMT HLDGS INC | 00165C302 | 151,000 | $600,980 | 0.23% |
| 32 | LUMINAR TECHNOLOGIES INC | LAZRQ | 111,700 | $600,946 | 0.23% |
| 33 | FUBOTV INC | FUBO | 400,000 | $504,000 | 0.19% |
| 34 | EVGO INC | EVGOW | 93,000 | $376,650 | 0.14% |