Crestwood Capital Management, L.P.

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/10/2026
Form type
13F-HR
Num holdings
16
Total value ($000)
$152,665
Net value change ($000)
+7,143 (4.9%)
New positions
1
Sold out positions
0
Turnover %
6.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VRT 9,278 NEW
ALAB 7,231 315.4%
FTAI 3,020 68.5%
FPS 2,577 31.4%
REAL 2,456 19.1%
DT 2,020 124.7%
BROS 867 5.4%
AKAM 625 6.2%
TOST 77 3.9%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -7,197 -59.9%
DV -5,291 -56.9%
SONO -3,016 -19.2%
IBN -2,080 -11.3%
BIRK -1,334 -20.3%
VIK -1,201 -5.2%
CART -890 -27.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type