Long-term investor
Crestwood Capital Management, L.P. @crestwoodcapitalmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001468395).
Record
- Tracked since 2025-06-30 (446 days), 40 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +7.1% · all +7.1%
- Max drawdown n/a · win rate 60% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VIK · 14.2% · long · since 2025-06-30
- BROS · 11.0% · long · since 2025-06-30
- IBN · 10.7% · long · since 2025-06-30
- 88339P101 · 10.0% · long · since 2025-06-30
- SONO · 8.3% · long · since 2025-06-30
- FPS · 7.1% · long · since 2026-03-31
- AKAM · 7.0% · long · since 2025-12-31
- ALAB · 6.2% · long · since 2025-06-30
- VRT · 6.1% · long · since 2026-06-30
- FTAI · 4.9% · long · since 2026-03-31
- BIRK · 3.4% · long · since 2025-06-30
- NFLX · 3.2% · long · since 2025-06-30