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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 $143,596,446 across 13 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-12. Its ten largest share positions make up 97.81% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001468395-25-000010

Period
2025-09-30
Reported value
$144M
Holdings
13
Top 10 weight
97.81%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DVadded+180,000$2.16M
BROSadded+40,000$2.09M
SONOadded+100,000$1.58M
IBNadded+15,000$453K
ARXnew+20,000$298K

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
VIKreduced-50,000-$3.11M
JAMFexited-285,000-$2.71M
AMDreduced-15,000-$2.43M
HTHTreduced-40,000-$1.56M
BIRKreduced-30,000-$1.36M

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 0001468395-25-000010, largest first. % of portfolio is the value over $143,596,446, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VIKVIKING HOLDINGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 471,522 shares; 2024Q4: 356,522 shares; 2025Q1: 426,522 shares; 2025Q2: 391,522 shares; 2025Q3: 341,522 shares 341,522$21.2M14.78%-50,000Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 560,898 shares; 2024Q4: 602,898 shares; 2025Q1: 654,150 shares; 2025Q2: 663,900 shares; 2025Q3: 678,900 shares 678,900$20.5M14.29%+15,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,997 shares; 2024Q4: 15,997 shares; 2025Q1: 15,997 shares; 2025Q2: 15,997 shares; 2025Q3: 15,997 shares 15,997$19.2M13.36%0Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 345,379 shares; 2024Q4: 315,379 shares; 2025Q1: 270,379 shares; 2025Q2: 270,379 shares; 2025Q3: 310,379 shares 310,379$16.2M11.31%+40,000Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,193,501 shares; 2024Q4: 1,193,501 shares; 2025Q1: 1,468,081 shares; 2025Q2: 1,568,081 shares; 2025Q3: 1,443,081 shares 1,443,081$15.3M10.68%-125,000Timeline
DVDOUBLEVERIFY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 374,157 shares; 2024Q4: 324,157 shares; 2025Q1: 474,157 shares; 2025Q2: 959,157 shares; 2025Q3: 1,139,157 shares 1,139,157$13.6M9.5%+180,000Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 447,041 shares; 2024Q4: 412,041 shares; 2025Q1: 334,896 shares; 2025Q2: 309,896 shares; 2025Q3: 309,896 shares 309,896$11.4M7.93%0Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 325,000 shares; 2025Q1: 515,000 shares; 2025Q2: 515,000 shares; 2025Q3: 615,000 shares 615,000$9.72M6.77%+100,000Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 147,853 shares; 2024Q4: 177,853 shares; 2025Q1: 268,103 shares; 2025Q2: 230,603 shares; 2025Q3: 200,603 shares 200,603$9.08M6.32%-30,000Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,920 shares; 2024Q4: 20,920 shares; 2025Q1: 20,920 shares; 2025Q2: 20,920 shares; 2025Q3: 20,920 shares 20,920$4.1M2.85%0Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,318 shares; 2024Q4: 53,318 shares; 2025Q1: 52,318 shares; 2025Q2: 27,318 shares; 2025Q3: 12,318 shares 12,318$1.99M1.39%-15,000Timeline
HTHTH WORLD GROUP LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 221,988 shares; 2024Q4: 81,988 shares; 2025Q1: 61,988 shares; 2025Q2: 61,988 shares; 2025Q3: 21,988 shares 21,988$860K0.6%-40,000Timeline
ARXACCELERANT HOLDINGSQuarterly 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: 20,000 shares 20,000$298K0.21%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
JAMFJAMF HOLDING CORP285,000$2.71Mshares
CHYMCHIME FINL INC10,460$361Kshares

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 0001468395-25-000010 base2025-11-12acceptance time not in the bulk data set