Crestwood Capital Management as of Dec. 31, 2019
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 8.7 | $18M | 106k | 165.54 | |
| ICICI Bank (IBN) | 8.2 | $17M | 1.1M | 15.09 | |
| FleetCor Technologies | 7.9 | $16M | 55k | 287.73 | |
| Shopify Inc cl a (SHOP) | 7.6 | $15M | 39k | 397.59 | |
| Adobe Systems Incorporated (ADBE) | 7.6 | $15M | 46k | 329.81 | |
| Ansys (ANSS) | 7.4 | $15M | 59k | 257.42 | |
| Servicenow (NOW) | 5.2 | $11M | 37k | 282.33 | |
| Carvana Co cl a (CVNA) | 5.2 | $11M | 115k | 92.05 | |
| Netflix (NFLX) | 5.1 | $10M | 32k | 323.56 | |
| Domino's Pizza (DPZ) | 4.8 | $9.7M | 33k | 293.79 | |
| Five Below (FIVE) | 4.8 | $9.7M | 76k | 127.85 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 4.8 | $9.6M | 239k | 40.22 | |
| Progyny (PGNY) | 3.9 | $7.9M | 288k | 27.45 | |
| Cargurus (CARG) | 3.7 | $7.4M | 212k | 35.18 | |
| Nike (NKE) | 3.5 | $7.0M | 69k | 101.31 | |
| Luckin Coffee (LKNCY) | 3.0 | $6.1M | 155k | 39.36 | |
| Visa (V) | 2.7 | $5.4M | 29k | 187.91 | |
| Synopsys (SNPS) | 2.0 | $4.1M | 30k | 139.20 | |
| Corporacion Amer Arpts S A (CAAP) | 1.6 | $3.3M | 545k | 6.00 | |
| Pagseguro Digital Ltd-cl A (PAGS) | 1.1 | $2.3M | 67k | 34.16 | |
| Xilinx | 1.0 | $2.0M | 20k | 97.75 | |
| Moody's Corporation (MCO) | 0.2 | $357k | 1.5k | 237.52 |
