Crestwood Capital Management as of March 31, 2024
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 16 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Five Below (FIVE) | 12.5 | $20M | 112k | 181.38 | |
| Netflix (NFLX) | 11.8 | $19M | 31k | 607.33 | |
| Maplebear (CART) | 10.8 | $18M | 471k | 37.29 | |
| Advanced Micro Devices (AMD) | 9.6 | $16M | 86k | 180.49 | |
| Icici Bank Adr (IBN) | 9.4 | $15M | 577k | 26.41 | |
| H World Group Sponsored Ads (HTHT) | 8.1 | $13M | 338k | 38.70 | |
| DV (DV) | 8.0 | $13M | 370k | 35.16 | |
| Progyny (PGNY) | 7.5 | $12M | 317k | 38.15 | |
| Dutch Bros Cl A (BROS) | 6.5 | $11M | 321k | 33.00 | |
| Datadog Cl A Com (DDOG) | 3.8 | $6.2M | 50k | 123.60 | |
| Birkenstock Holding Com Shs (BIRK) | 3.5 | $5.7M | 121k | 47.25 | |
| Texas Instruments Incorporated (TXN) | 2.7 | $4.3M | 25k | 174.21 | |
| Realreal (REAL) | 2.1 | $3.4M | 881k | 3.91 | |
| Synopsys (SNPS) | 1.4 | $2.3M | 4.1k | 571.50 | |
| Integral Ad Science Hldng (IAS) | 1.2 | $2.0M | 200k | 9.97 | |
| Astera Labs (ALAB) | 0.9 | $1.5M | 20k | 74.19 |
