Crestwood Capital Management

Crestwood Capital Management as of Sept. 30, 2020

Portfolio Holdings for Crestwood Capital Management

Crestwood Capital Management holds 28 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shopify Cl A (SHOP) 9.2 $20M 20k 1022.95
Carvana Cl A (CVNA) 8.6 $19M 85k 223.06
Adobe Systems Incorporated (ADBE) 8.0 $18M 36k 490.43
Ansys (ANSS) 7.1 $16M 48k 327.23
Synopsys (SNPS) 6.6 $15M 68k 213.97
Ferrari Nv Ord (RACE) 6.1 $14M 73k 184.10
Icici Bank Adr (IBN) 5.6 $13M 1.3M 9.83
Servicenow (NOW) 5.3 $12M 24k 485.00
Five Below (FIVE) 5.2 $12M 90k 127.00
FleetCor Technologies 4.5 $10M 42k 238.10
Xilinx 3.7 $8.2M 78k 104.24
Sonos (SONO) 3.4 $7.5M 491k 15.18
Domino's Pizza (DPZ) 3.3 $7.2M 17k 425.26
Ptc (PTC) 3.3 $7.2M 87k 82.72
Inphi Corporation 2.9 $6.5M 58k 112.26
Facebook Cl A (META) 2.7 $6.1M 23k 261.89
Progyny (PGNY) 2.4 $5.2M 177k 29.43
Planet Fitness Cl A (PLNT) 2.1 $4.7M 76k 61.61
Visa Com Cl A (V) 1.5 $3.4M 17k 199.99
Insurance Acquisition Corp Cl A 1.4 $3.1M 263k 11.81
Palantir Technologies Cl A (PLTR) 1.4 $3.1M 324k 9.50
Boston Properties (BXP) 1.2 $2.7M 34k 80.31
Peloton Interactive Cl A Com (PTON) 1.2 $2.6M 26k 99.23
Highwoods Properties (HIW) 1.1 $2.5M 76k 33.58
Apple (AAPL) 1.0 $2.3M 19k 115.79
American Well Corp Cl A (AMWL) 0.6 $1.3M 43k 29.63
Corporacion Amer Arpts S A (CAAP) 0.5 $1.2M 540k 2.23
Bentley Sys Com Cl B (BSY) 0.1 $314k 10k 31.40