Crestwood Capital Management as of Sept. 30, 2025
Portfolio Holdings for Crestwood Capital Management
Crestwood Capital Management holds 13 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Viking Holdings Ord Shs (VIK) | 14.8 | $21M | 342k | 62.16 | |
| Icici Bank Adr (IBN) | 14.3 | $21M | 679k | 30.23 | |
| Netflix (NFLX) | 13.4 | $19M | 16k | 1198.92 | |
| Dutch Bros Cl A (BROS) | 11.3 | $16M | 310k | 52.34 | |
| Realreal (REAL) | 10.7 | $15M | 1.4M | 10.63 | |
| DV (DV) | 9.5 | $14M | 1.1M | 11.98 | |
| Maplebear (CART) | 7.9 | $11M | 310k | 36.76 | |
| Sonos (SONO) | 6.8 | $9.7M | 615k | 15.80 | |
| Birkenstock Holding Com Shs (BIRK) | 6.3 | $9.1M | 201k | 45.25 | |
| Astera Labs (ALAB) | 2.9 | $4.1M | 21k | 195.80 | |
| Advanced Micro Devices (AMD) | 1.4 | $2.0M | 12k | 161.79 | |
| H World Group Sponsored Ads (HTHT) | 0.6 | $860k | 22k | 39.11 | |
| Accelerant Holdings Cl A | 0.2 | $298k | 20k | 14.89 |
