Crescent Park Management, L.P.

Q2 2026 13F-HR Holdings

Location
Los Altos, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$40,482
Net value change ($000)
+11,496 (39.7%)
New positions
4
Sold out positions
0
Turnover %
28.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 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)
CCC 4,317 NEW
APO 3,431 NEW
VRSK 3,165 NEW
DASH 649 17.9%
TMO 503 NEW
TSM 440 15.3%
AVGO 147 2.2%
Top Reduces (Value $000, Stocks/ETFs)
KKR -638 -12.7%
GDDY -318 -13.1%
NVDA -126 -6.3%
AMZN -71 -1.1%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type