$177 Million is the total value of Crestwood Capital Management, L.P.'s 24 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WEX | Exit | WEX INC | $0 | – | -10,800 | -100.0% | -0.91% | – |
| HOME | Exit | AT HOME GROUP INC | $0 | – | -248,400 | -100.0% | -2.80% | – |
| ROKU | Exit | ROKU INC | $0 | – | -176,040 | -100.0% | -3.26% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -4,212 | -100.0% | -3.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIVE BELOW INC | 42 | Q3 2023 | 14.3% |
| ICICI BK LTD | 38 | Q3 2023 | 16.9% |
| VISA INC | 27 | Q3 2020 | 10.2% |
| MOODYS CORP | 26 | Q1 2020 | 5.1% |
| ADOBE SYSTEMS INCORPORATED | 24 | Q1 2021 | 10.3% |
| FERRARI N V | 22 | Q4 2022 | 9.1% |
| SERVICENOW INC | 20 | Q3 2020 | 6.8% |
| SYNOPSYS INC | 17 | Q3 2023 | 8.4% |
| WEX INC | 17 | Q2 2022 | 6.9% |
| PROGYNY INC | 16 | Q3 2023 | 15.5% |
View Crestwood Capital Management, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-11-02 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
| 13F-HR/A | 2021-11-17 |
View Crestwood Capital Management, L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.