Crestwood Capital Management as of June 30, 2020
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 21 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 12.2 | $23M | 24k | 949.19 | |
| Adobe Systems Incorporated (ADBE) | 9.0 | $17M | 38k | 435.31 | |
| Ansys (ANSS) | 7.5 | $14M | 48k | 291.74 | |
| Synopsys (SNPS) | 7.2 | $13M | 68k | 195.00 | |
| Carvana Cl A (CVNA) | 6.8 | $13M | 105k | 120.20 | |
| Ferrari Nv Ord (RACE) | 6.3 | $12M | 68k | 171.02 | |
| Servicenow (NOW) | 6.2 | $11M | 28k | 405.07 | |
| FleetCor Technologies | 6.0 | $11M | 44k | 251.53 | |
| Icici Bank Adr (IBN) | 6.0 | $11M | 1.2M | 9.29 | |
| Five Below (FIVE) | 4.9 | $9.1M | 85k | 106.92 | |
| Domino's Pizza (DPZ) | 4.9 | $9.0M | 25k | 369.43 | |
| Xilinx | 3.4 | $6.3M | 64k | 98.39 | |
| Planet Fitness Cl A (PLNT) | 3.0 | $5.6M | 92k | 60.57 | |
| Sonos (SONO) | 3.0 | $5.5M | 378k | 14.63 | |
| Ptc (PTC) | 2.9 | $5.5M | 70k | 77.79 | |
| Inphi Corporation | 2.7 | $5.0M | 43k | 117.50 | |
| Progyny (PGNY) | 2.5 | $4.6M | 177k | 25.81 | |
| Visa Com Cl A (V) | 1.8 | $3.3M | 17k | 193.17 | |
| Boston Properties (BXP) | 1.7 | $3.1M | 34k | 90.39 | |
| Highwoods Properties (HIW) | 1.5 | $2.8M | 76k | 37.34 | |
| Corporacion Amer Arpts S A (CAAP) | 0.6 | $1.2M | 540k | 2.18 |
