Crestwood Capital Management as of Dec. 31, 2014
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 39 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa (V) | 6.7 | $51M | 194k | 262.20 | |
| LKQ Corporation (LKQ) | 5.0 | $38M | 1.3M | 28.12 | |
| Signet Jewelers (SIG) | 4.9 | $37M | 282k | 131.57 | |
| Hyatt Hotels Corporation (H) | 4.2 | $31M | 521k | 60.21 | |
| Trinet (TNET) | 4.0 | $31M | 975k | 31.28 | |
| McGraw-Hill Companies | 3.8 | $28M | 319k | 88.98 | |
| Starwood Hotels & Resorts Worldwide | 3.6 | $28M | 339k | 81.07 | |
| Proto Labs (PRLB) | 3.5 | $27M | 397k | 67.16 | |
| Tyco International | 3.5 | $26M | 599k | 43.86 | |
| Caesar Stone Sdot Yam (CSTE) | 3.2 | $24M | 400k | 59.82 | |
| Wright Express (WEX) | 3.1 | $24M | 240k | 98.92 | |
| ICICI Bank (IBN) | 3.0 | $23M | 2.0M | 11.55 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.0 | $22M | 1.1M | 19.54 | |
| Cognizant Technology Solutions (CTSH) | 3.0 | $22M | 425k | 52.66 | |
| Xpo Logistics Inc equity (XPO) | 3.0 | $22M | 546k | 40.88 | |
| Boston Beer Company (SAM) | 2.8 | $21M | 74k | 289.54 | |
| Baidu (BIDU) | 2.8 | $21M | 91k | 227.97 | |
| J.B. Hunt Transport Services (JBHT) | 2.5 | $19M | 228k | 84.25 | |
| Liberty Media | 2.5 | $19M | 645k | 29.42 | |
| Rexnord | 2.4 | $18M | 627k | 28.21 | |
| HDFC Bank (HDB) | 2.2 | $17M | 334k | 50.75 | |
| Kate Spade & Co | 2.2 | $17M | 515k | 32.01 | |
| Tuesday Morning Corporation | 2.0 | $16M | 712k | 21.70 | |
| Allegion Plc equity (ALLE) | 2.0 | $15M | 278k | 55.46 | |
| Steelcase (SCS) | 2.0 | $15M | 854k | 17.95 | |
| Pandora Media | 1.9 | $14M | 789k | 17.83 | |
| Terraform Power | 1.8 | $14M | 449k | 30.88 | |
| Delphi Automotive | 1.8 | $14M | 188k | 72.72 | |
| Moody's Corporation (MCO) | 1.7 | $13M | 136k | 95.81 | |
| Five Below (FIVE) | 1.7 | $13M | 306k | 40.83 | |
| Michael Kors Holdings | 1.5 | $12M | 153k | 75.10 | |
| Freshpet (FRPT) | 1.4 | $11M | 627k | 17.06 | |
| Facebook Inc cl a (META) | 1.4 | $10M | 131k | 78.02 | |
| BE Aerospace | 1.3 | $9.9M | 171k | 58.02 | |
| Francescas Hldgs Corp | 1.2 | $9.1M | 543k | 16.70 | |
| JinkoSolar Holding (JKS) | 1.1 | $8.2M | 418k | 19.71 | |
| 58 Com Inc spon adr rep a | 0.8 | $5.8M | 139k | 41.55 | |
| Hortonworks | 0.7 | $5.5M | 203k | 27.00 | |
| 21vianet Group (VNET) | 0.6 | $4.6M | 299k | 15.47 |
