Crestwood Capital Management as of March 31, 2020
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 25 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 8.1 | $12M | 30k | 416.95 | |
| Adobe Systems Incorporated (ADBE) | 7.9 | $12M | 38k | 318.24 | |
| Ferrari Nv Ord (RACE) | 7.4 | $11M | 75k | 152.58 | |
| Ansys (ANSS) | 7.2 | $11M | 48k | 232.48 | |
| Domino's Pizza (DPZ) | 6.9 | $11M | 33k | 324.06 | |
| ICICI Bank (IBN) | 6.1 | $9.4M | 1.1M | 8.50 | |
| Synopsys (SNPS) | 5.7 | $8.8M | 68k | 128.79 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 5.4 | $8.3M | 187k | 44.31 | |
| Carvana Co cl a (CVNA) | 5.3 | $8.2M | 148k | 55.09 | |
| Servicenow (NOW) | 5.2 | $8.1M | 28k | 286.58 | |
| FleetCor Technologies | 5.0 | $7.7M | 41k | 186.54 | |
| Progyny (PGNY) | 4.7 | $7.2M | 339k | 21.19 | |
| Netflix (NFLX) | 4.1 | $6.3M | 17k | 375.52 | |
| Luckin Coffee (LKNCY) | 3.3 | $5.2M | 190k | 27.19 | |
| Xilinx | 3.2 | $4.9M | 63k | 77.95 | |
| Five Below (FIVE) | 3.0 | $4.6M | 65k | 70.38 | |
| Nike (NKE) | 2.5 | $3.9M | 47k | 82.73 | |
| Avalara | 2.1 | $3.2M | 43k | 74.61 | |
| Visa (V) | 1.8 | $2.7M | 17k | 161.13 | |
| Moody's Corporation (MCO) | 1.3 | $2.0M | 9.5k | 211.53 | |
| Cargurus (CARG) | 1.1 | $1.7M | 90k | 18.94 | |
| S&p Global (SPGI) | 1.0 | $1.6M | 6.5k | 245.06 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 0.8 | $1.3M | 66k | 19.33 | |
| Corporacion Amer Arpts S A (CAAP) | 0.6 | $999k | 540k | 1.85 | |
| Lan Airlines Sa- (LTMAY) | 0.5 | $717k | 271k | 2.65 |
