Crestwood Capital Management

Crestwood Capital Management as of June 30, 2015

Portfolio Holdings for Crestwood Capital Management

Crestwood Capital Management holds 33 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Visa (V) 7.6 $49M 728k 67.15
LKQ Corporation (LKQ) 5.9 $38M 1.2M 30.25
Five Below (FIVE) 5.6 $36M 911k 39.53
J.B. Hunt Transport Services (JBHT) 5.1 $32M 395k 82.09
Terraform Power 4.9 $31M 821k 37.98
Moody's Corporation (MCO) 4.0 $26M 239k 107.96
Caesar Stone Sdot Yam (CSTE) 4.0 $26M 374k 68.54
Tyco International 3.9 $25M 648k 38.48
Kraft Foods 3.9 $25M 291k 85.14
Allegion Plc equity (ALLE) 3.9 $25M 410k 60.14
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 3.8 $24M 1.1M 22.25
Xpo Logistics Inc equity (XPO) 3.8 $24M 536k 45.18
Liberty Media 3.6 $23M 832k 27.75
Wright Express (WEX) 3.5 $23M 198k 113.97
Pattern Energy 3.2 $21M 728k 28.38
Baidu (BIDU) 2.9 $19M 94k 199.08
Facebook Inc cl a (META) 2.8 $18M 208k 85.76
BorgWarner (BWA) 2.8 $18M 312k 56.84
Cognizant Technology Solutions (CTSH) 2.6 $17M 270k 61.09
Pandora Media 2.5 $16M 1.0M 15.54
Ctrip.com International 2.5 $16M 218k 72.62
McGraw-Hill Companies 2.3 $15M 146k 100.45
ICICI Bank (IBN) 2.0 $13M 1.2M 10.42
JinkoSolar Holding (JKS) 2.0 $13M 437k 29.52
Steelcase (SCS) 1.8 $12M 610k 18.91
Boston Beer Company (SAM) 1.7 $11M 47k 231.99
qunar Cayman Is Ltd spns adr cl b 1.7 $11M 250k 42.85
Insperity (NSP) 1.6 $11M 208k 50.90
New Relic 1.4 $9.1M 259k 35.19
Adobe Systems Incorporated (ADBE) 1.0 $6.3M 78k 81.01
Sunedison 0.7 $4.7M 156k 29.91
Party City Hold 0.7 $4.5M 224k 20.27
Francescas Hldgs Corp 0.2 $1.4M 104k 13.47