Crestwood Capital Management, L.P. holds a focused book of 16 reported positions worth $152.7M as of Q2 2026 (disclosed Aug 10, 2026, a ~41-day 13F lag). This quarter they opened Vertiv Holdings Co-A and trimmed Viking Holdings Ltd. Their largest long position is Viking Holdings Ltd at 14% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.8%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.8 points over this window.
Growth of $10,000 cloning Crestwood Capital Management, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~41 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Crestwood Capital Management, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Pingora Partners LLC | 3 / 16 | $53.1M |
| Barton Investment Management | 2 / 16 | $163.7M |
| Renaissance Capital LLC | 5 / 16 | $40.0M |
| First Growth Capital LLC | 2 / 16 | $25.2M |
| Atika Capital Management LLC | 3 / 16 | $247.0M |
| Keenan Capital, LLC | 2 / 16 | $80.5M |
| FACT Capital, LP | 2 / 16 | $27.3M |
| Incline Global Management LLC | 2 / 16 | $46.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Crestwood Capital Management, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Viking Holdings Ltd ORD SHS | $21.7M | 207.2K | 14.2% | ▼−33% Reduced · −104K sh | |
| 2 | Dutch Bros Inc CL A | $16.8M | 234.6K | 11.0% | ▼−26% Reduced · −81K sh | |
| 3 | Icici Bank Limited ADR | $16.3M | 560.8K | 10.7% | ▼−21% Reduced · −148K sh | |
| 4 | The Realreal Inc COM | $15.3M | 1.30M | 10.0% | ▼−8.3% Reduced · −118K sh | |
| 5 | Sonos Inc COM | $12.7M | 935.8K | 8.3% | ▼−20% Reduced · −234K sh | |
| 6 | Forgent Power Solutions Inc COM SHS CL A | $10.8M | 192.9K | 7.1% | ▼−31% Reduced · −87K sh | |
| 7 | Akamai Technologies Inc COM | $10.7M | 90.3K | 7.0% | ▲+3.2% Added · +3K sh | |
| 8 | Astera Labs Inc COM | $9.5M | 19.7K | 6.2% | ▼−5.8% Reduced · −1K sh | |
| 9 | Vertiv Holdings Co COM CL A | $9.3M | 27.7K | 6.1% | ▲New New position | |
| 10 | Ftai Aviation Ltd SHS | $7.4M | 27.5K | 4.9% | ▲+53% Added · +9K sh | |
| 11 | Birkenstock Holding PLC COM SHS | $5.2M | 121.7K | 3.4% | ▼−34% Reduced · −62K sh | |
| 12 | Netflix Inc. COM | $4.8M | 67.5K | 3.2% | ▼−46% Reduced · −57K sh | |
| 13 | Doubleverify Hldgs Inc COM | $4.0M | 370.1K | 2.6% | ▼−62% Reduced · −609K sh | |
| 14 | Dynatrace Inc COM NEW | $3.6M | 82.9K | 2.4% | ▲+89% Added · +39K sh | |
| 15 | Maplebear Inc COM | $2.4M | 50.8K | 1.6% | ▼−42% Reduced · −37K sh | |
| 16 | Toast Inc CL A | $2.1M | 74.2K | 1.4% | ▼−1.1% Reduced · −788 sh |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1468395/holdings"
Use Arkolith to show Crestwood Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 10, 2026 | 41d | 16 | $152.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 12, 2026 | 42d | 15 | $145.5M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 11, 2026 | 42d | 13 | $158.0M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 12, 2025 | 43d | 13 | $143.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 42d | 14 | $146.8M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 43d | 15 | $130.3M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 43d | 15 | $136.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 13, 2024 | 44d | 16 | $129.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.