1y return+16.1%S&P 500 +20.9%
3y return+37.8%S&P 500 +68.5%
5y return+7.3%S&P 500 +74.5%
10y return+360.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $461 against $357 in the S&P 500.2
Crestwood Capital Management, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Viking Holdings LtdCUSIP G93A5A101 | $21.7M | 14.2% | −33.5% |
| BROSDutch Bros Inc | $16.8M | 11.0% | −25.6% |
| IBNIcici Bank Limited | $16.3M | 10.7% | −20.9% |
| REALThe Realreal Inc | $15.3M | 10.0% | −8.3% |
| SONOSonos Inc | $12.7M | 8.3% | −20.0% |
| FPSForgent Power Solutions Inc | $10.8M | 7.1% | −31.1% |
| AKAMAkamai Technologies Inc | $10.7M | 7.0% | +3.2% |
| ALABAstera Labs Inc | $9.5M | 6.2% | −5.8% |
| VRTVertiv Holdings Co | $9.3M | 6.1% | New |
| Ftai Aviation LtdCUSIP G3730V105 | $7.4M | 4.9% | +52.6% |
| Birkenstock Holding PLCCUSIP M2029K104 | $5.2M | 3.4% | −33.6% |
| NFLXNetflix Inc. | $4.8M | 3.2% | −46.0% |
| DVDoubleverify Hldgs Inc | $4.0M | 2.6% | −62.2% |
| DTDynatrace Inc | $3.6M | 2.4% | +89.3% |
| CARTMaplebear Inc | $2.4M | 1.6% | −42.3% |
| TOSTToast Inc | $2.1M | 1.4% | −1.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| IBNIcici Bank Limited | June 30, 2020 | +212.5% | $16.3M |
| BROSDutch Bros Inc | September 30, 2023 | +208.9% | $16.8M |
| Viking Holdings LtdCUSIP G93A5A101 | June 30, 2024 | +208.4% | $21.7M |
| NFLXNetflix Inc. | September 30, 2022 | +203.3% | $4.8M |
| CARTMaplebear Inc | December 31, 2023 | +101.7% | $2.4M |
| FPSForgent Power Solutions Inc | March 31, 2026 | +90.8% | $10.8M |
| AKAMAkamai Technologies Inc | December 31, 2025 | +35.5% | $10.7M |
| DTDynatrace Inc | March 31, 2026 | +18.7% | $3.6M |
| Ftai Aviation LtdCUSIP G3730V105 | March 31, 2026 | +10.4% | $7.4M |
| SONOSonos Inc | September 30, 2024 | +10.1% | $12.7M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +22.1% | +14.8% |
| March 31, 2026 | −13.7% | −4.6% |
| December 31, 2025 | +7.8% | +2.4% |
| September 30, 2025 | +2.2% | +7.8% |
| June 30, 2025 | +15.7% | +10.5% |
| March 31, 2025 | −9.5% | −4.6% |
| December 31, 2024 | +11.8% | +2.1% |
| September 30, 2024 | −3.4% | +5.4% |
| June 30, 2024 | −9.7% | +4.0% |
| March 31, 2024 | +9.1% | +10.0% |
| December 31, 2023 | +19.1% | +11.2% |
| September 30, 2023 | −10.5% | −3.6% |
| June 30, 2023 | +10.2% | +8.3% |
| March 31, 2023 | +11.3% | +7.0% |
| December 31, 2022 | +0.2% | +7.1% |
| September 30, 2022 | +13.6% | −5.3% |
| June 30, 2022 | −21.4% | −16.5% |
| March 31, 2022 | −19.8% | −4.9% |
| December 31, 2021 | −7.3% | +10.7% |
| September 30, 2021 | −4.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Crestwood Capital Management, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1468395&type=13F-HR&dateb=&owner=include&count=40CIK 1468395
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1468395/000146839526000005/Filed August 10, 2026 · accession 0001468395-26-000005