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Crestwood Capital Management, L.P.

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13F filer, CIK 1468395, NEW YORK, NY

Crestwood Capital Management, L.P. reported $130,272,714 across 15 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-13. Its ten largest share positions make up 92.08% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001468395-25-000003

Period
2025-03-31
Reported value
$130M
Holdings
15
Top 10 weight
92.08%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BIRKadded+90,250$4.14M
VIKadded+70,000$2.78M
SONOadded+190,000$2.03M
DVadded+150,000$2.01M
IBNadded+51,252$1.62M

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
CARTreduced-77,145-$3.08M
BROSreduced-45,000-$2.78M
BRZEreduced-27,500-$992K
HTHTreduced-20,000-$740K
AMDreduced-1,000-$103K

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, Q1 2025

Share positions as resolved from 13F-HR 0001468395-25-000003, largest first. % of portfolio is the value over $130,272,714, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,898 shares; 2024Q4: 602,898 shares; 2025Q1: 654,150 shares 654,150$20.6M15.83%+51,252Timeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,522 shares; 2024Q4: 356,522 shares; 2025Q1: 426,522 shares 426,522$17M13.01%+70,000Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,379 shares; 2024Q4: 315,379 shares; 2025Q1: 270,379 shares 270,379$16.7M12.81%-45,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,997 shares; 2024Q4: 15,997 shares; 2025Q1: 15,997 shares 15,997$14.9M11.45%0Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,041 shares; 2024Q4: 412,041 shares; 2025Q1: 334,896 shares 334,896$13.4M10.25%-77,145Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,853 shares; 2024Q4: 177,853 shares; 2025Q1: 268,103 shares 268,103$12.3M9.44%+90,250Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193,501 shares; 2024Q4: 1,193,501 shares; 2025Q1: 1,468,081 shares 1,468,081$7.91M6.07%+274,580Timeline
DVDOUBLEVERIFY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,157 shares; 2024Q4: 324,157 shares; 2025Q1: 474,157 shares 474,157$6.34M4.87%+150,000Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 325,000 shares; 2025Q1: 515,000 shares 515,000$5.5M4.22%+190,000Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,318 shares; 2024Q4: 53,318 shares; 2025Q1: 52,318 shares 52,318$5.38M4.13%-1,000Timeline
JAMFJAMF HOLDING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 200,000 shares; 2024Q4: 200,000 shares; 2025Q1: 275,000 shares 275,000$3.34M2.56%+75,000Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,988 shares; 2024Q4: 81,988 shares; 2025Q1: 61,988 shares 61,988$2.29M1.76%-20,000Timeline
BRZEBRAZE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 85,000 shares; 2025Q1: 57,500 shares 57,500$2.07M1.59%-27,500Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,102 shares; 2024Q4: 18,102 shares; 2025Q1: 18,102 shares 18,102$1.36M1.04%0Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,920 shares; 2024Q4: 20,920 shares; 2025Q1: 20,920 shares 20,920$1.25M0.96%0Timeline

How Q1 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 0001468395-25-000003 base2025-05-13acceptance time not in the bulk data set