Crestwood Capital Management, L.P.
NEW YORK NY · SEC CIK 0001468395
$1.53亿2026Q2 申报市值
16持仓数
85.5%前十大占比 · 第一大 14.2%
1 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
VRT 新建仓+$927.82万
FTAI 加仓+$256.03万
DT 加仓+$171.67万
AKAM 加仓+$33.10万
2026Q2 卖出最多 按季末市值估算
VIK 减仓-$1,091.67万
DV 减仓-$660.26万
BROS 减仓-$580.30万
FPS 减仓-$486.73万
IBN 减仓-$429.87万
2026Q2 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 | $2,169.03万 | 14.21% | 207,226 | -104,296 | -33.5% | -$1,091.67万 | 减仓 |
| BROS | DUTCH BROS INC | $1,684.44万 | 11.03% | 234,569 | -80,810 | -25.6% | -$580.30万 | 减仓 |
| IBN | ICICI BANK LIMITED | $1,628.07万 | 10.66% | 560,822 | -148,078 | -20.9% | -$429.87万 | 减仓 |
| REAL | THE REALREAL INC | $1,533.18万 | 10.04% | 1,300,404 | -117,677 | -8.3% | -$138.74万 | 减仓 |
| SONO | SONOS INC | $1,266.15万 | 8.29% | 935,812 | -234,188 | -20.0% | -$316.86万 | 减仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $1,077.35万 | 7.06% | 192,866 | -87,134 | -31.1% | -$486.73万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $1,067.44万 | 6.99% | 90,300 | 2,800 | 3.2% | $33.10万 | 加仓 |
| ALAB | ASTERA LABS INC | $952.37万 | 6.24% | 19,717 | -1,203 | -5.8% | -$58.11万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $927.82万 | 6.08% | 27,711 | 27,711 | — | $927.82万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $742.98万 | 4.87% | 27,464 | 9,464 | 52.6% | $256.03万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $523.49万 | 3.43% | 121,658 | -61,674 | -33.6% | -$265.38万 | 减仓 |
| NFLX | NETFLIX INC. | $481.91万 | 3.16% | 67,494 | -57,476 | -46.0% | -$410.38万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $401.14万 | 2.63% | 370,060 | -609,097 | -62.2% | -$660.26万 | 减仓 |
| DT | DYNATRACE INC | $364.01万 | 2.38% | 82,898 | 39,096 | 89.3% | $171.67万 | 加仓 |
| CART | MAPLEBEAR INC | $240.66万 | 1.58% | 50,825 | -37,192 | -42.3% | -$176.10万 | 减仓 |
| TOST | TOAST INC | $206.46万 | 1.35% | 74,212 | -788 | -1.1% | -$2.19万 | 减仓 |