13F HOLDINGS REPORT
Crescent Park Management, L.P.
Quarter ended Q2 2025 · Filed August 13, 2025 · Accession 0001629984-25-000006
Total Value
$260.1M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BROADCOM INC | AVGO | 169,704 | $46.8M | 17.99% |
| 2 | KKR & CO INC | KKRT | 126,708 | $16.9M | 6.48% |
| 3 | AMAZON COM INC | AMZN | 76,643 | $16.8M | 6.47% |
| 4 | CCC INTELLIGENT SOLUTIONS HL | CCC | 1,664,792 | $15.7M | 6.02% |
| 5 | WIX COM LTD | WIX | 96,010 | $15.2M | 5.85% |
| 6 | SBA COMMUNICATIONS CORP NEW | SBAC | 64,468 | $15.1M | 5.82% |
| 7 | PROCORE TECHNOLOGIES INC | PCOR | 213,047 | $14.6M | 5.61% |
| 8 | DOORDASH INC | DASH | 58,603 | $14.4M | 5.56% |
| 9 | N-ABLE INC | NABL | 1,310,560 | $10.6M | 4.08% |
| 10 | WORKDAY INC | WDAY | 42,736 | $10.3M | 3.94% |
| 11 | GODADDY INC | GDDY | 54,927 | $9.9M | 3.80% |
| 12 | CELLEBRITE DI LTD | CLBT | 570,232 | $9.1M | 3.51% |
| 13 | ZOOMINFO TECHNOLOGIES INC | GTM | 813,963 | $8.2M | 3.17% |
| 14 | AEVA TECHNOLOGIES INC | AEVA | 179,300 | $6.8M | 2.61% |
| 15 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 601,381 | $6.2M | 2.39% |
| 16 | LUMEN TECHNOLOGIES INC | LUMN | 1,377,500 | $6.0M | 2.32% |
| 17 | VALVOLINE INC | VVV | 122,742 | $4.6M | 1.79% |
| 18 | NVIDIA CORPORATION | NVDA | 28,769 | $4.5M | 1.75% |
| 19 | BJS WHSL CLUB HLDGS INC | 05550J101 | 39,406 | $4.2M | 1.63% |
| 20 | APOLLO GLOBAL MGMT INC | 03769M106 | 25,664 | $3.6M | 1.40% |
| 21 | OUSTER INC | OUST | 136,200 | $3.3M | 1.27% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 13,841 | $3.1M | 1.21% |
| 23 | COGENT COMMUNICATIONS HLDGS | CCOI | 62,368 | $3.0M | 1.16% |
| 24 | SPDR S&P 500 ETF TR | SPY | 4,187 | $2.6M | 0.99% |
| 25 | FUBOTV INC | FUBO | 545,400 | $2.1M | 0.81% |
| 26 | ECHOSTAR CORP | SATS | 62,600 | $1.7M | 0.67% |
| 27 | RIVIAN AUTOMOTIVE INC | RIVN | 69,600 | $956,304 | 0.37% |
| 28 | AMC ENTMT HLDGS INC | 00165C302 | 256,900 | $796,390 | 0.31% |
| 29 | LUCID GROUP INC | LCID | 310,000 | $654,100 | 0.25% |
| 30 | AURORA INNOVATION INC | AUROW | 115,900 | $607,316 | 0.23% |
| 31 | BLINK CHARGING CO | BLNK | 609,800 | $573,151 | 0.22% |
| 32 | CHARGEPOINT HOLDINGS INC | CHPT | 651,900 | $458,481 | 0.18% |
| 33 | EVGO INC | EVGOW | 98,700 | $360,255 | 0.14% |
| 34 | BLEND LABS INC | BLND | 12,800 | $42,240 | 0.02% |