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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 $163,579,275 across 30 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 84.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001629984-26-000002

Period
2025-12-31
Reported value
$164M
Holdings
30
Top 10 weight
84.08%
New
1
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BLNDadded+61,610$187K
KKRadded+1,072$137K
CMGadded+1,748$64.7K
WIXadded+223$23.2K

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
CCCexited-1,571,967-$14.3M
AVGOreduced-36,156-$12.5M
SBACexited-60,700-$11.7M
NABLexited-1,215,057-$9.48M
CLBTreduced-292,961-$5.28M

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, Q4 2025

Share positions as resolved from 13F-HR 0001629984-26-000002, largest first. % of portfolio is the value over $144,760,160, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,533 shares; 2024Q4: 209,073 shares; 2025Q1: 210,581 shares; 2025Q2: 169,704 shares; 2025Q3: 127,768 shares; 2025Q4: 91,612 shares 91,612$31.7M21.9%-36,156Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,253 shares; 2024Q4: 128,003 shares; 2025Q1: 125,761 shares; 2025Q2: 126,708 shares; 2025Q3: 119,509 shares; 2025Q4: 120,581 shares 120,581$15.4M10.62%+1,072Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,588 shares; 2024Q4: 74,428 shares; 2025Q1: 76,032 shares; 2025Q2: 76,643 shares; 2025Q3: 72,004 shares; 2025Q4: 64,187 shares 64,187$14.8M10.23%-7,817Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,656 shares; 2024Q4: 185,434 shares; 2025Q1: 189,256 shares; 2025Q2: 213,047 shares; 2025Q3: 200,259 shares; 2025Q4: 167,566 shares 167,566$12.2M8.42%-32,693Timeline
WIXWIX COM LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,205 shares; 2024Q4: 73,891 shares; 2025Q1: 76,405 shares; 2025Q2: 96,010 shares; 2025Q3: 111,025 shares; 2025Q4: 111,248 shares 111,248$11.6M7.98%+223Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,624 shares; 2024Q4: 52,184 shares; 2025Q1: 53,098 shares; 2025Q2: 58,603 shares; 2025Q3: 55,141 shares; 2025Q4: 48,359 shares 48,359$11M7.57%-6,782Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,706 shares; 2024Q4: 39,780 shares; 2025Q1: 42,230 shares; 2025Q2: 42,736 shares; 2025Q3: 42,554 shares; 2025Q4: 32,490 shares 32,490$6.98M4.82%-10,064Timeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,517 shares; 2024Q4: 68,875 shares; 2025Q1: 55,966 shares; 2025Q2: 54,927 shares; 2025Q3: 52,417 shares; 2025Q4: 50,472 shares 50,472$6.26M4.33%-1,945Timeline
DBRGDIGITALBRIDGE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 541,538 shares; 2025Q2: 601,381 shares; 2025Q3: 564,858 shares; 2025Q4: 398,147 shares 398,147$6.11M4.22%-166,711Timeline
GTMZOOMINFO TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 600,363 shares; 2025Q1: 725,177 shares; 2025Q2: 813,963 shares; 2025Q3: 752,612 shares; 2025Q4: 568,121 shares 568,121$5.78M3.99%-184,491Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 150,833 shares; 2025Q4: 152,581 shares 152,581$5.65M3.9%+1,748Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,587 shares; 2024Q4: 26,250 shares; 2025Q1: 28,566 shares; 2025Q2: 28,769 shares; 2025Q3: 27,022 shares; 2025Q4: 25,223 shares 25,223$4.7M3.25%-1,799Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,578 shares; 2024Q4: 12,079 shares; 2025Q1: 13,107 shares; 2025Q2: 13,841 shares; 2025Q3: 13,040 shares; 2025Q4: 12,251 shares 12,251$3.72M2.57%-789Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,509 shares; 2024Q4: 20,232 shares; 2025Q1: 25,705 shares; 2025Q2: 25,664 shares; 2025Q3: 24,826 shares; 2025Q4: 22,845 shares 22,845$3.31M2.28%-1,981Timeline
VVVVALVOLINE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 122,742 shares; 2025Q3: 115,053 shares; 2025Q4: 106,063 shares 106,063$3.08M2.13%-8,990Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 17,350 shares; 2025Q4: 16,903 shares 16,903$1.74M1.2%-447Timeline
CLBTCELLEBRITE DI LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 23,449 shares 23,449$423K0.29%-292,961Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,800 shares; 2025Q2: 12,800 shares; 2025Q3: 75,706 shares; 2025Q4: 137,316 shares 137,316$417K0.29%+61,610Timeline

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 COMcall739,400$5.75M-230,500
FNFABRINET Stockcall11,900$5.42M-1,400
SKYDPARAMOUNT SKYDANCE CORP COM CL Bcall146,900$1.97M+300
RIVNRIVIAN AUTOMOTIVE INC Stockcall80,700$1.59M-8,600
FUBOFUBOTV INC COMcall528,600$1.33M-20,500
AEVAAEVA TECHNOLOGIES INC Stockcall40,800$542K-27,300
AURAURORA INNOVATION INC Stockcall118,300$454K+2,400
EVGOEVGO INC CL A COMcall155,300$452K-16,700
LCIDLUCID GROUP INC Stockcall35,520$375K0
OUSTOUSTER INC Stockcall17,200$372Knew
AMCAMC ENTMT HLDGS INC CL A NEWcall234,300$366K-22,600
BLNKBLINK CHARGING CO COMcall305,600$204K-310,800

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
CCCCCC INTELLIGENT SOLUTIONS HL1,571,967$14.3Mshares
SBACSBA COMMUNICATIONS CORP60,700$11.7Mshares
NABLN-ABLE INC1,215,057$9.48Mshares
BJBJS WHSL CLUB HLDGS INC36,911$3.44Mshares
SPYSTATE STR SPDR S&P 500 ETF T3,872$2.58Mshares
BLNKBLINK CHARGING CO400$656shares

How Q4 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 0001629984-26-000002 base2026-02-13acceptance time not in the bulk data set