Crestwood Capital Management

Crestwood Capital Management as of Sept. 30, 2011

Portfolio Holdings for Crestwood Capital Management

Crestwood Capital Management holds 43 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Tower Corporation 9.9 $40M 749k 53.80
Abercrombie & Fitch (ANF) 6.2 $25M 407k 61.56
Google 6.1 $25M 48k 515.04
Spirit AeroSystems Holdings (SPR) 5.6 $23M 1.4M 15.95
Gnc Holdings Inc Cl A 4.2 $17M 856k 20.12
Moody's Corporation (MCO) 4.2 $17M 562k 30.45
Focus Media Holding 3.9 $16M 936k 16.84
Verisk Analytics (VRSK) 3.8 $16M 450k 34.77
Equinix 3.6 $15M 166k 88.83
TransDigm Group Incorporated (TDG) 3.2 $13M 161k 81.67
Penn National Gaming (PENN) 3.1 $13M 375k 33.29
HDFC Bank (HDB) 2.9 $12M 408k 29.15
Rovi Corporation 2.8 $12M 268k 42.98
Infosys Technologies (INFY) 2.7 $11M 214k 51.07
Sensata Technologies Hldg Bv 2.6 $11M 407k 26.46
World Fuel Services Corporation (WKC) 2.6 $11M 321k 32.65
J.B. Hunt Transport Services (JBHT) 2.4 $9.7M 267k 36.12
C.H. Robinson Worldwide (CHRW) 2.2 $8.8M 128k 68.47
WellPoint 2.1 $8.4M 128k 65.28
LPL Investment Holdings 1.8 $7.4M 291k 25.42
CenturyLink 1.7 $7.1M 214k 33.12
Starwood Hotels & Resorts Worldwide 1.7 $7.1M 182k 38.82
Baidu (BIDU) 1.7 $6.9M 64k 106.92
Msci (MSCI) 1.6 $6.5M 214k 30.33
Sina Corporation 1.5 $6.3M 88k 71.61
Carpenter Technology Corporation (CRS) 1.5 $6.1M 135k 44.89
Visa (V) 1.4 $5.5M 64k 85.72
Charles Schwab Corporation (SCHW) 1.3 $5.4M 482k 11.27
McGraw-Hill Companies 1.3 $5.3M 128k 41.00
AutoNavi Holdings 1.3 $5.2M 385k 13.62
Triumph (TGI) 1.3 $5.2M 107k 48.74
Suntech Pwr Hldgs Co Ltd note 3.000% 3/1 1.2 $4.8M 12M 0.40
Interxion Holding 1.2 $4.8M 407k 11.81
Xo Group 1.1 $4.6M 567k 8.17
Bankrate 1.0 $4.0M 262k 15.21
VELTI PLC ST Helier 0.8 $3.2M 479k 6.61
Hanwha Solarone 0.6 $2.5M 1.0M 2.41
Daqo New Energy 0.6 $2.4M 684k 3.50
Phoenix New Media 0.4 $1.5M 268k 5.68
Chefs Whse (CHEF) 0.3 $1.2M 105k 11.76
Zipcar 0.3 $1.1M 61k 17.99
Teavana Hldgs 0.2 $814k 40k 20.35
Information Services (III) 0.1 $544k 514k 1.06