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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 $145,522,038 across 15 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12. Its ten largest share positions make up 90.65% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001468395-26-000003

Period
2026-03-31
Reported value
$146M
Holdings
15
Top 10 weight
90.65%
New
4
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FPSnew+280,000$8.2M
FTAInew+18,000$4.41M
SONOadded+220,000$2.95M
TOSTnew+75,000$1.99M
BIRKadded+50,000$1.79M

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-201,879-$7.56M
AMDexited-12,318-$2.64M
DVreduced-160,000-$1.52M
VIKreduced-20,000-$1.47M
NFLXreduced-15,000-$1.44M

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 2026

Share positions as resolved from 13F-HR 0001468395-26-000003, largest first. % of portfolio is the value over $145,522,038, 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; 2024Q2: restricted; 2024Q3: 471,522 shares; 2024Q4: 356,522 shares; 2025Q1: 426,522 shares; 2025Q2: 391,522 shares; 2025Q3: 341,522 shares; 2025Q4: 331,522 shares; 2026Q1: 311,522 shares 311,522$22.9M15.73%-20,000Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 560,898 shares; 2024Q4: 602,898 shares; 2025Q1: 654,150 shares; 2025Q2: 663,900 shares; 2025Q3: 678,900 shares; 2025Q4: 678,900 shares; 2026Q1: 708,900 shares 708,900$18.4M12.62%+30,000Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 345,379 shares; 2024Q4: 315,379 shares; 2025Q1: 270,379 shares; 2025Q2: 270,379 shares; 2025Q3: 310,379 shares; 2025Q4: 285,379 shares; 2026Q1: 315,379 shares 315,379$16M10.98%+30,000Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,000 shares; 2024Q4: 325,000 shares; 2025Q1: 515,000 shares; 2025Q2: 515,000 shares; 2025Q3: 615,000 shares; 2025Q4: 950,000 shares; 2026Q1: 1,170,000 shares 1,170,000$15.7M10.77%+220,000Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,343,081 shares; 2026Q1: 1,418,081 shares 1,418,081$12.9M8.85%+75,000Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,997 shares; 2024Q4: 15,997 shares; 2025Q1: 15,997 shares; 2025Q2: 15,997 shares; 2025Q3: 15,997 shares; 2025Q4: 139,970 shares; 2026Q1: 124,970 shares 124,970$12M8.26%-15,000Timeline
AKAMAKAMAI TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 87,500 shares; 2026Q1: 87,500 shares 87,500$10M6.91%0Timeline
DVDOUBLEVERIFY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 374,157 shares; 2024Q4: 324,157 shares; 2025Q1: 474,157 shares; 2025Q2: 959,157 shares; 2025Q3: 1,139,157 shares; 2025Q4: 1,139,157 shares; 2026Q1: 979,157 shares 979,157$9.3M6.39%-160,000Timeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 280,000 shares 280,000$8.2M5.63%newTimeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,853 shares; 2024Q4: 177,853 shares; 2025Q1: 268,103 shares; 2025Q2: 230,603 shares; 2025Q3: 200,603 shares; 2025Q4: 133,332 shares; 2026Q1: 183,332 shares 183,332$6.57M4.51%+50,000Timeline
FTAIFTAI AVIATION LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 18,000 shares 18,000$4.41M3.03%newTimeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 447,041 shares; 2024Q4: 412,041 shares; 2025Q1: 334,896 shares; 2025Q2: 309,896 shares; 2025Q3: 309,896 shares; 2025Q4: 289,896 shares; 2026Q1: 88,017 shares 88,017$3.3M2.27%-201,879Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,920 shares; 2024Q4: 20,920 shares; 2025Q1: 20,920 shares; 2025Q2: 20,920 shares; 2025Q3: 20,920 shares; 2025Q4: 20,920 shares; 2026Q1: 20,920 shares 20,920$2.29M1.58%0Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 75,000 shares 75,000$1.99M1.37%newTimeline
DTDYNATRACE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 43,802 shares 43,802$1.62M1.11%newTimeline

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
AMDADVANCED MICRO DEVICES INC12,318$2.64Mshares
ARXACCELERANT HOLDINGS20,000$327Kshares

How Q1 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 0001468395-26-000003 base2026-05-12acceptance time not in the bulk data set