Crestwood Capital Management, L.P.
NEW YORK NY · SEC CIK 0001468395
$1.46亿2026Q1 申报市值
15持仓数
90.6%前十大占比 · 第一大 15.7%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FPS 新建仓+$819.56万
FTAI 新建仓+$441.00万
SONO 加仓+$294.80万
TOST 新建仓+$198.82万
BIRK 加仓+$179.15万
2026Q1 卖出最多 按季末市值估算
CART 减仓-$756.24万
AMD 清仓-$263.80万
DV 减仓-$152.00万
VIK 减仓-$146.96万
NFLX 减仓-$144.23万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VIK | VIKING HOLDINGS LTD | $2,289.06万 | 15.73% | 311,522 | -20,000 | -6.0% | -$146.96万 | 减仓 |
| IBN | ICICI BANK LIMITED | $1,836.05万 | 12.62% | 708,900 | 30,000 | 4.4% | $77.70万 | 加仓 |
| BROS | DUTCH BROS INC | $1,597.71万 | 10.98% | 315,379 | 30,000 | 10.5% | $151.98万 | 加仓 |
| SONO | SONOS INC | $1,567.80万 | 10.77% | 1,170,000 | 220,000 | 23.2% | $294.80万 | 加仓 |
| REAL | THE REALREAL INC | $1,287.62万 | 8.85% | 1,418,081 | 75,000 | 5.6% | $68.10万 | 加仓 |
| NFLX | NETFLIX INC. | $1,201.59万 | 8.26% | 124,970 | -15,000 | -10.7% | -$144.23万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,004.94万 | 6.91% | 87,500 | 0 | 0.0% | — | 不变 |
| DV | DOUBLEVERIFY HLDGS INC | $930.20万 | 6.39% | 979,157 | -160,000 | -14.0% | -$152.00万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $819.56万 | 5.63% | 280,000 | 280,000 | — | $819.56万 | 新建仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $656.88万 | 4.51% | 183,332 | 50,000 | 37.5% | $179.15万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $441.00万 | 3.03% | 18,000 | 18,000 | — | $441.00万 | 新建仓 |
| CART | MAPLEBEAR INC | $329.71万 | 2.27% | 88,017 | -201,879 | -69.6% | -$756.24万 | 减仓 |
| ALAB | ASTERA LABS INC | $229.28万 | 1.58% | 20,920 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $198.82万 | 1.37% | 75,000 | 75,000 | — | $198.82万 | 新建仓 |
| DT | DYNATRACE INC | $161.98万 | 1.11% | 43,802 | 43,802 | — | $161.98万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -12,318 | -100.0% | -$263.80万 | 清仓 |
| ARX | ACCELERANT HOLDINGS | $0 | 0.00% | 0 | -20,000 | -100.0% | -$32.70万 | 清仓 |