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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 $40,482,250 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 98.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001629984-26-000006

Period
2026-06-30
Reported value
$40.5M
Holdings
11
Top 10 weight
98.76%
New
4
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CCCnew+875,795$4.32M
APOnew+29,364$3.43M
VRSKnew+17,704$3.17M
TMOnew+1,009$503K

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-3,504-$1.32M
AMZNreduced-4,178-$1M
TSMreduced-1,413-$659K
KKRreduced-6,394-$585K
NVDAreduced-1,971-$389K

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, Q2 2026

Share positions as resolved from 13F-HR 0001629984-26-000006, largest first. % of portfolio is the value over $40,482,250, 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; 2024Q3: 253,533 shares; 2024Q4: 209,073 shares; 2025Q1: 210,581 shares; 2025Q2: 169,704 shares; 2025Q3: 127,768 shares; 2025Q4: 91,612 shares; 2026Q1: 21,962 shares; 2026Q2: 18,458 shares 18,458$6.94M17.15%-3,504Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 76,588 shares; 2024Q4: 74,428 shares; 2025Q1: 76,032 shares; 2025Q2: 76,643 shares; 2025Q3: 72,004 shares; 2025Q4: 64,187 shares; 2026Q1: 29,818 shares; 2026Q2: 25,640 shares 25,640$6.14M15.17%-4,178Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 150,253 shares; 2024Q4: 128,003 shares; 2025Q1: 125,761 shares; 2025Q2: 126,708 shares; 2025Q3: 119,509 shares; 2025Q4: 120,581 shares; 2026Q1: 54,411 shares; 2026Q2: 48,017 shares 48,017$4.39M10.86%-6,394Timeline
CCCCCC INTELLIGENT SOLUTIONS HLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 322,600 shares; 2024Q4: 434,152 shares; 2025Q1: 1,140,581 shares; 2025Q2: 1,664,792 shares; 2025Q3: 1,571,967 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 875,795 shares 875,795$4.32M10.66%newTimeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 56,624 shares; 2024Q4: 52,184 shares; 2025Q1: 53,098 shares; 2025Q2: 58,603 shares; 2025Q3: 55,141 shares; 2025Q4: 48,359 shares; 2026Q1: 24,137 shares; 2026Q2: 22,904 shares 22,904$4.27M10.55%-1,233Timeline
APOAPOLLO GLOBAL MGMT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 19,509 shares; 2024Q4: 20,232 shares; 2025Q1: 25,705 shares; 2025Q2: 25,664 shares; 2025Q3: 24,826 shares; 2025Q4: 22,845 shares; 2026Q1: not reported; 2026Q2: 29,364 shares 29,364$3.43M8.47%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,578 shares; 2024Q4: 12,079 shares; 2025Q1: 13,107 shares; 2025Q2: 13,841 shares; 2025Q3: 13,040 shares; 2025Q4: 12,251 shares; 2026Q1: 8,535 shares; 2026Q2: 7,122 shares 7,122$3.32M8.21%-1,413Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 17,704 shares 17,704$3.17M7.82%newTimeline
GDDYGODADDY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 91,517 shares; 2024Q4: 68,875 shares; 2025Q1: 55,966 shares; 2025Q2: 54,927 shares; 2025Q3: 52,417 shares; 2025Q4: 50,472 shares; 2026Q1: 29,432 shares; 2026Q2: 25,225 shares 25,225$2.11M5.22%-4,207Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 12,587 shares; 2024Q4: 26,250 shares; 2025Q1: 28,566 shares; 2025Q2: 28,769 shares; 2025Q3: 27,022 shares; 2025Q4: 25,223 shares; 2026Q1: 11,489 shares; 2026Q2: 9,518 shares 9,518$1.88M4.64%-1,971Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 1,009 shares 1,009$503K1.24%newTimeline

How Q2 2026 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 0001629984-26-000006 base2026-08-14acceptance time not in the bulk data set