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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 $152,664,962 across 16 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-10. Its ten largest share positions make up 85.47% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001468395-26-000005

Period
2026-06-30
Reported value
$153M
Holdings
16
Top 10 weight
85.47%
New
1
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VRTnew+27,711$9.28M
FTAIadded+9,464$2.56M
DTadded+39,096$1.72M
AKAMadded+2,800$331K

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-104,296-$10.9M
DVreduced-609,097-$6.6M
BROSreduced-80,810-$5.8M
FPSreduced-87,134-$4.87M
IBNreduced-148,078-$4.3M

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 0001468395-26-000005, largest first. % of portfolio is the value over $152,664,962, 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; 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; 2026Q2: 207,226 shares 207,226$21.7M14.21%-104,296Timeline
BROSDUTCH BROS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 234,569 shares 234,569$16.8M11.03%-80,810Timeline
IBNICICI BK LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 560,822 shares 560,822$16.3M10.66%-148,078Timeline
REALTHE REALREAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,300,404 shares 1,300,404$15.3M10.04%-117,677Timeline
SONOSONOS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 935,812 shares 935,812$12.7M8.29%-234,188Timeline
FPSFORGENT POWER SOLUTIONS 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: 280,000 shares; 2026Q2: 192,866 shares 192,866$10.8M7.06%-87,134Timeline
AKAMAKAMAI TECHNOLOGIES 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: 87,500 shares; 2026Q1: 87,500 shares; 2026Q2: 90,300 shares 90,300$10.7M6.99%+2,800Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 19,717 shares 19,717$9.52M6.24%-1,203Timeline
VRTVERTIV HOLDINGS COQuarterly 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: 27,711 shares 27,711$9.28M6.08%newTimeline
FTAIFTAI AVIATION LTDQuarterly 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: 18,000 shares; 2026Q2: 27,464 shares 27,464$7.43M4.87%+9,464Timeline
BIRKBIRKENSTOCK HOLDING PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 121,658 shares 121,658$5.23M3.43%-61,674Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 67,494 shares 67,494$4.82M3.16%-57,476Timeline
DVDOUBLEVERIFY HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 370,060 shares 370,060$4.01M2.63%-609,097Timeline
DTDYNATRACE 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: 43,802 shares; 2026Q2: 82,898 shares 82,898$3.64M2.38%+39,096Timeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 50,825 shares 50,825$2.41M1.58%-37,192Timeline
TOSTTOAST 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: 75,000 shares; 2026Q2: 74,212 shares 74,212$2.06M1.35%-788Timeline

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 0001468395-26-000005 base2026-08-10acceptance time not in the bulk data set