Crestwood Capital Management as of Sept. 30, 2019
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 22 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 9.1 | $16M | 106k | 154.09 | |
| FleetCor Technologies | 8.9 | $16M | 55k | 286.79 | |
| Adobe Systems Incorporated (ADBE) | 8.8 | $16M | 57k | 276.24 | |
| ICICI Bank (IBN) | 7.7 | $14M | 1.1M | 12.18 | |
| Ansys (ANSS) | 7.4 | $13M | 60k | 221.35 | |
| Servicenow (NOW) | 5.9 | $11M | 42k | 253.85 | |
| Shopify Inc cl a (SHOP) | 5.6 | $10M | 32k | 311.66 | |
| Five Below (FIVE) | 5.4 | $9.7M | 77k | 126.10 | |
| Netflix (NFLX) | 5.3 | $9.6M | 36k | 267.63 | |
| Kirby Corporation (KEX) | 4.9 | $8.7M | 107k | 82.16 | |
| Nike (NKE) | 4.8 | $8.7M | 92k | 93.92 | |
| Domino's Pizza (DPZ) | 4.7 | $8.4M | 35k | 244.59 | |
| Carvana Co cl a (CVNA) | 4.2 | $7.5M | 114k | 66.00 | |
| Cargurus (CARG) | 3.6 | $6.5M | 212k | 30.95 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 3.5 | $6.3M | 204k | 30.95 | |
| Visa (V) | 2.8 | $4.9M | 29k | 172.01 | |
| Moody's Corporation (MCO) | 1.7 | $3.1M | 15k | 204.82 | |
| Synopsys (SNPS) | 1.6 | $2.9M | 21k | 137.27 | |
| Corporacion Amer Arpts S A (CAAP) | 1.4 | $2.5M | 545k | 4.53 | |
| Brink's Company (BCO) | 1.3 | $2.4M | 28k | 82.97 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 1.1 | $1.9M | 42k | 46.30 | |
| Lan Airlines Sa- (LTMAY) | 0.2 | $453k | 41k | 11.11 |
