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Crescent Park Management, L.P.

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13F filer, CIK 1629984, LOS ALTOS, CA

Crescent Park Management, L.P. reported $249,059,946 across 35 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 74.31% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001629984-25-000008

Period
2025-09-30
Reported value
$249M
Holdings
35
Top 10 weight
74.31%
New
6
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CMGnew+150,833$5.91M
WIXadded+15,015$2.67M
BLDRnew+17,350$2.1M
BLNDadded+62,906$230K
BLNKnew+400$656

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
AVGOreduced-41,936-$13.8M
CLBTreduced-253,822-$4.7M
CCOIexited-62,368-$3.01M
AMZNreduced-4,639-$1.02M
DASHreduced-3,462-$942K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2025

Share positions as resolved from 13F-HR 0001629984-25-000008, largest first. % of portfolio is the value over $226,884,713, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,533 shares; 2024Q4: 209,073 shares; 2025Q1: 210,581 shares; 2025Q2: 169,704 shares; 2025Q3: 127,768 shares 127,768$42.2M18.58%-41,936Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,205 shares; 2024Q4: 73,891 shares; 2025Q1: 76,405 shares; 2025Q2: 96,010 shares; 2025Q3: 111,025 shares 111,025$19.7M8.69%+15,015Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,588 shares; 2024Q4: 74,428 shares; 2025Q1: 76,032 shares; 2025Q2: 76,643 shares; 2025Q3: 72,004 shares 72,004$15.8M6.97%-4,639Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,253 shares; 2024Q4: 128,003 shares; 2025Q1: 125,761 shares; 2025Q2: 126,708 shares; 2025Q3: 119,509 shares 119,509$15.5M6.84%-7,199Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,624 shares; 2024Q4: 52,184 shares; 2025Q1: 53,098 shares; 2025Q2: 58,603 shares; 2025Q3: 55,141 shares 55,141$15M6.61%-3,462Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,656 shares; 2024Q4: 185,434 shares; 2025Q1: 189,256 shares; 2025Q2: 213,047 shares; 2025Q3: 200,259 shares 200,259$14.6M6.44%-12,788Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,600 shares; 2024Q4: 434,152 shares; 2025Q1: 1,140,581 shares; 2025Q2: 1,664,792 shares; 2025Q3: 1,571,967 shares 1,571,967$14.3M6.31%-92,825Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,642 shares; 2024Q4: 68,359 shares; 2025Q1: 71,043 shares; 2025Q2: 64,468 shares; 2025Q3: 60,700 shares 60,700$11.7M5.17%-3,768Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,706 shares; 2024Q4: 39,780 shares; 2025Q1: 42,230 shares; 2025Q2: 42,736 shares; 2025Q3: 42,554 shares 42,554$10.2M4.52%-182Timeline
NABLN-ABLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 718,041 shares; 2024Q4: 947,984 shares; 2025Q1: 1,300,489 shares; 2025Q2: 1,310,560 shares; 2025Q3: 1,215,057 shares 1,215,057$9.48M4.18%-95,503Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600,363 shares; 2025Q1: 725,177 shares; 2025Q2: 813,963 shares; 2025Q3: 752,612 shares 752,612$8.21M3.62%-61,351Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,517 shares; 2024Q4: 68,875 shares; 2025Q1: 55,966 shares; 2025Q2: 54,927 shares; 2025Q3: 52,417 shares 52,417$7.17M3.16%-2,510Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 541,538 shares; 2025Q2: 601,381 shares; 2025Q3: 564,858 shares 564,858$6.61M2.91%-36,523Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,833 shares 150,833$5.91M2.61%newTimeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,719,948 shares; 2024Q4: 1,862,482 shares; 2025Q1: 683,411 shares; 2025Q2: 570,232 shares; 2025Q3: 316,410 shares 316,410$5.86M2.58%-253,822Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,587 shares; 2024Q4: 26,250 shares; 2025Q1: 28,566 shares; 2025Q2: 28,769 shares; 2025Q3: 27,022 shares 27,022$5.04M2.22%-1,747Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,742 shares; 2025Q3: 115,053 shares 115,053$4.13M1.82%-7,689Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,578 shares; 2024Q4: 12,079 shares; 2025Q1: 13,107 shares; 2025Q2: 13,841 shares; 2025Q3: 13,040 shares 13,040$3.64M1.61%-801Timeline
BJBJS WHSL CLUB HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,559 shares; 2025Q2: 39,406 shares; 2025Q3: 36,911 shares 36,911$3.44M1.52%-2,495Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,509 shares; 2024Q4: 20,232 shares; 2025Q1: 25,705 shares; 2025Q2: 25,664 shares; 2025Q3: 24,826 shares 24,826$3.31M1.46%-838Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,965 shares; 2025Q1: 4,407 shares; 2025Q2: 4,187 shares; 2025Q3: 3,872 shares 3,872$2.58M1.14%-315Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,350 shares 17,350$2.1M0.93%newTimeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,800 shares; 2025Q2: 12,800 shares; 2025Q3: 75,706 shares 75,706$276K0.12%+62,906Timeline
BLNKBLINK CHARGING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400 shares 400$656<0.01%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
LUMNLUMEN TECHNOLOGIES INC COMcall969,900$5.94M-407,600
FNFABRINET Stockcall13,300$4.85Mnew
SKYDPARAMOUNT SKYDANCE CORP COM CL Bcall146,600$2.77Mnew
FUBOFUBOTV INC COMcall549,100$2.28M+3,700
RIVNRIVIAN AUTOMOTIVE INC Stockcall89,300$1.31M+19,700
BLNKBLINK CHARGING CO COMcall616,400$1.01M+6,600
AEVAAEVA TECHNOLOGIES INC Stockcall68,100$987K-111,200
LCIDLUCID GROUP INC Stockcall35,520$845Knew
EVGOEVGO INC CL A COMcall172,000$814K+73,300
AMCAMC ENTMT HLDGS INC CL A NEWcall256,900$745K0
AURAURORA INNOVATION INC Stockcall115,900$625K0

Sold out in Q3 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
OUSTOUSTER INC136,200$3.3Mcall
CCOICOGENT COMM HOLDINGS INC62,368$3.01Mshares
ECHOECHOSTAR CORP62,600$1.73Mcall
LUCID GROUP INCLUCID GROUP INC310,000$654Kcall
CHARGEPOINT HLDGS INCCHARGEPOINT HLDGS INC651,900$458Kcall

How Q3 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001629984-25-000008 base2025-11-12acceptance time not in the bulk data set