13F HOLDINGS REPORT
Crescent Park Management, L.P.
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001629984-25-000003
Total Value
$214.6M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 210,581 | $35.3M | 16.43% |
| 2 | SBA COMMUNICATIONS CORP NEW | SBAC | 71,043 | $15.6M | 7.28% |
| 3 | KKR & CO INC | KKRT | 125,761 | $14.5M | 6.77% |
| 4 | AMAZON COM INC | AMZN | 76,032 | $14.5M | 6.74% |
| 5 | CELLEBRITE DI LTD | CLBT | 683,411 | $13.3M | 6.19% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 189,256 | $12.5M | 5.82% |
| 7 | WIX COM LTD | WIX | 76,405 | $12.5M | 5.82% |
| 8 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,140,581 | $10.3M | 4.80% |
| 9 | GODADDY INC | GDDY | 55,966 | $10.1M | 4.70% |
| 10 | WORKDAY INC | WDAY | 42,230 | $9.9M | 4.59% |
| 11 | DOORDASH INC | DASH | 53,098 | $9.7M | 4.52% |
| 12 | N-ABLE INC | NABL | 1,300,489 | $9.2M | 4.30% |
| 13 | ZOOMINFO TECHNOLOGIES INC | GTM | 725,177 | $7.3M | 3.38% |
| 14 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 541,538 | $4.8M | 2.23% |
| 15 | COGENT COMMUNICATIONS HLDGS | CCOI | 77,140 | $4.7M | 2.20% |
| 16 | LUMEN TECHNOLOGIES INC | LUMN | 981,100 | $3.8M | 1.79% |
| 17 | APOLLO GLOBAL MGMT INC | 03769M106 | 25,705 | $3.5M | 1.64% |
| 18 | NVIDIA CORPORATION | NVDA | 28,566 | $3.1M | 1.44% |
| 19 | SPDR S&P 500 ETF TR | SPY | 4,407 | $2.5M | 1.15% |
| 20 | BJS WHSL CLUB HLDGS INC | 05550J101 | 19,559 | $2.2M | 1.04% |
| 21 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 13,107 | $2.2M | 1.01% |
| 22 | FUBOTV INC | FUBO | 538,200 | $1.6M | 0.73% |
| 23 | ECHOSTAR CORP | SATS | 54,900 | $1.4M | 0.65% |
| 24 | ROKU INC | ROKU | 18,100 | $1.3M | 0.59% |
| 25 | OUSTER INC | OUST | 136,200 | $1.2M | 0.57% |
| 26 | GUIDEWIRE SOFTWARE INC | GWRE | 6,185 | $1.2M | 0.54% |
| 27 | AURORA INNOVATION INC | AUROW | 163,400 | $1.1M | 0.51% |
| 28 | AEVA TECHNOLOGIES INC | AEVA | 138,900 | $972,300 | 0.45% |
| 29 | RIVIAN AUTOMOTIVE INC | RIVN | 68,600 | $854,070 | 0.40% |
| 30 | LUCID GROUP INC | LCID | 305,500 | $739,310 | 0.34% |
| 31 | AMC ENTMT HLDGS INC | 00165C302 | 253,200 | $726,684 | 0.34% |
| 32 | MARVELL TECHNOLOGY INC | MRVL | 11,104 | $683,673 | 0.32% |
| 33 | BLINK CHARGING CO | BLNK | 485,000 | $445,085 | 0.21% |
| 34 | CHARGEPOINT HOLDINGS INC | CHPT | 642,300 | $388,592 | 0.18% |
| 35 | LUMINAR TECHNOLOGIES INC | LAZRQ | 71,600 | $385,924 | 0.18% |
| 36 | EVGO INC | EVGOW | 96,900 | $257,754 | 0.12% |
| 37 | BLEND LABS INC | BLND | 12,800 | $42,880 | 0.02% |