Crestwood Capital Management as of Dec. 31, 2020
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 21 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Shopify Cl A (SHOP) | 10.3 | $22M | 19k | 1131.94 | |
Ansys (ANSS) | 8.5 | $18M | 50k | 363.79 | |
Icici Bank Adr (IBN) | 8.4 | $18M | 1.2M | 14.86 | |
Synopsys (SNPS) | 8.4 | $18M | 68k | 259.24 | |
Carvana Cl A (CVNA) | 7.8 | $17M | 69k | 239.54 | |
Ferrari Nv Ord (RACE) | 6.8 | $14M | 63k | 229.52 | |
Five Below (FIVE) | 6.3 | $13M | 76k | 174.98 | |
Adobe Systems Incorporated (ADBE) | 4.7 | $10M | 20k | 500.12 | |
Spirit Aerosystems Hldgs Com Cl A (SPR) | 4.4 | $9.3M | 239k | 39.09 | |
Sonos (SONO) | 4.3 | $9.1M | 389k | 23.39 | |
Palantir Technologies Cl A (PLTR) | 3.9 | $8.2M | 350k | 23.55 | |
FleetCor Technologies | 3.8 | $8.1M | 30k | 272.84 | |
Facebook Cl A (META) | 3.8 | $8.0M | 29k | 273.14 | |
Progyny (PGNY) | 3.5 | $7.4M | 174k | 42.39 | |
Domino's Pizza (DPZ) | 3.1 | $6.5M | 17k | 383.43 | |
Xilinx | 2.9 | $6.1M | 43k | 141.78 | |
New York Times Cl A (NYT) | 2.5 | $5.3M | 103k | 51.77 | |
CoreSite Realty | 2.5 | $5.2M | 42k | 125.28 | |
Peloton Interactive Cl A Com (PTON) | 1.8 | $3.8M | 25k | 151.73 | |
Upwork (UPWK) | 1.2 | $2.6M | 76k | 34.52 | |
Apple (AAPL) | 1.1 | $2.2M | 17k | 132.68 |