Crestwood Capital Management
Crestwood Capital Management reported 16 stocks worth $153M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VIK (14.2%), BROS (11.0%) and IBN (10.7%). Compared with Q1 2026, the fund opened new positions in VRT, added to AKAM, FTAI and DT and trimmed VIK, BROS and IBN.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VIK Viking Holdings Ltd | $21.7M | 14.2% | 207K | −104K (−33%) | 8 of 8 | |
| 2 |  BROS Dutch Bros Inc | $16.8M | 11.0% | 235K | −81K (−26%) | 8 of 8 | |
| 3 |  IBN Icici Bank Limited | $16.3M | 10.7% | 561K | −148K (−21%) | 8 of 8 | |
| 4 |  REAL The Realreal Inc | $15.3M | 10.0% | 1.3M | −118K (−8%) | 8 of 8 | |
| 5 |  SONO Sonos Inc | $12.7M | 8.3% | 936K | −234K (−20%) | 8 of 8 | |
| 6 |  FPS Forgent Power Solutions Inc | $10.8M | 7.1% | 193K | −87K (−31%) | 2 of 8 | |
| 7 |  AKAM Akamai Technologies Inc | $10.7M | 7.0% | 90K | +2,800 (+3%) | 3 of 8 | |
| 8 |  ALAB Astera Labs Inc | $9.5M | 6.2% | 20K | −1,203 (−6%) | 8 of 8 | |
| 9 |  VRT Vertiv Holdings Co | $9.3M | 6.1% | 28K | New position | 1 of 8 | |
| 10 |  FTAI Ftai Aviation Ltd | $7.4M | 4.9% | 27K | +9,464 (+53%) | 2 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 10, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Crestwood Capital Management 13F FAQ
What does Crestwood Capital Management own?
Crestwood Capital Management reported 16 stocks worth $153M in its 13F filing for Q2 2026, filed Aug 10, 2026. Its largest holdings are VIK (14.2%), BROS (11.0%) and IBN (10.7%). The table above lists every position in the filing (the top 10 without an account).
What did Crestwood Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 1 new positions, 3 added to, 12 trimmed and 0 sold out. New positions include VRT.
When will Crestwood Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Crestwood Capital Management's portfolio worth?
The Q2 2026 filing reports $153M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.