Crestwood Capital Management as of June 30, 2025
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 14 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Icici Bank Adr (IBN) | 15.2 | $22M | 664k | 33.64 | |
| Netflix (NFLX) | 14.6 | $21M | 16k | 1339.13 | |
| Viking Holdings Ord Shs (VIK) | 14.2 | $21M | 392k | 53.29 | |
| Dutch Bros Cl A (BROS) | 12.6 | $19M | 270k | 68.37 | |
| DV (DV) | 9.8 | $14M | 959k | 14.97 | |
| Maplebear (CART) | 9.5 | $14M | 310k | 45.24 | |
| Birkenstock Holding Com Shs (BIRK) | 7.7 | $11M | 231k | 49.18 | |
| Realreal (REAL) | 5.1 | $7.5M | 1.6M | 4.79 | |
| Sonos (SONO) | 3.8 | $5.6M | 515k | 10.81 | |
| Advanced Micro Devices (AMD) | 2.6 | $3.9M | 27k | 141.90 | |
| Jamf Hldg Corp (JAMF) | 1.8 | $2.7M | 285k | 9.51 | |
| H World Group Sponsored Ads (HTHT) | 1.4 | $2.1M | 62k | 33.92 | |
| Astera Labs (ALAB) | 1.3 | $1.9M | 21k | 90.42 | |
| Chime Finl Com Shs Cl A (CHYM) | 0.2 | $361k | 11k | 34.51 |
