Crestwood Capital Management as of June 30, 2019
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 21 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| ICICI Bank (IBN) | 9.1 | $18M | 1.4M | 12.59 | |
| Ferrari Nv Ord (RACE) | 8.9 | $17M | 106k | 161.42 | |
| FleetCor Technologies | 8.1 | $16M | 55k | 280.85 | |
| Adobe Systems Incorporated (ADBE) | 7.9 | $15M | 52k | 294.65 | |
| Ansys (ANSS) | 6.4 | $12M | 60k | 204.82 | |
| Servicenow (NOW) | 6.0 | $12M | 42k | 274.58 | |
| Netflix (NFLX) | 5.5 | $11M | 29k | 367.33 | |
| Brink's Company (BCO) | 5.5 | $11M | 129k | 81.18 | |
| Shopify Inc cl a (SHOP) | 5.4 | $10M | 34k | 300.15 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 5.4 | $10M | 310k | 33.22 | |
| Five Below (FIVE) | 5.2 | $9.9M | 82k | 120.02 | |
| Domino's Pizza (DPZ) | 5.0 | $9.6M | 35k | 278.29 | |
| Cargurus (CARG) | 4.5 | $8.7M | 241k | 36.11 | |
| Nike (NKE) | 4.3 | $8.3M | 99k | 83.95 | |
| Kirby Corporation (KEX) | 3.4 | $6.5M | 82k | 79.00 | |
| Visa (V) | 2.6 | $5.0M | 29k | 173.55 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 2.1 | $4.1M | 104k | 38.97 | |
| Corporacion Amer Arpts S A (CAAP) | 1.9 | $3.6M | 446k | 8.07 | |
| Moody's Corporation (MCO) | 1.7 | $3.3M | 17k | 195.33 | |
| Lan Airlines Sa- (LTMAY) | 0.7 | $1.3M | 134k | 9.37 | |
| Luckin Coffee (LKNCY) | 0.4 | $832k | 43k | 19.48 |
