Crescent Park Management, L.P.

Hedge Fund • Long/Short

Crescent Park Management, L.P. is a Long/Short Hedge Fund based in East Palo Alto, CA led by Eli D. Cohen, reporting $351.5M in AUM as of Q3 2025 with 52% Technology concentration, 74% concentrated in top 10 holdings, 19% allocation to AVGO, and 52% technology allocation.

Managing PartnerEli D. Cohen

Portfolio Value: $226.9M
Positions: 24
Top Holding: AVGO at 18.58%
Last Reported: Q3 2025

Address1950 University Avenue, Suite 204, East Palo Alto, CA, 94303, United States

Top Holdings

Largest long holdings in Crescent Park Management, L.P.'s portfolio (74.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Broadcom Inc. AVGO	Semiconductors Technology	$42.2M	18.58%	-$13.8M Sold	0.00% 127.8K shares	Q4 2014 Held for 10y 11m
2 Wix.com WIX	Software - Infrastructure Technology	$19.7M	8.69%	+$2.7M Bought	0.20% 111.0K shares	Q3 2023 Held for 2y 2m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$15.8M	6.97%	-$1.0M Sold	0.00% 72.0K shares	Q2 2022 Held for 3y 5m
4 KKR & Co. KKR	Asset Management Financial Services	$15.5M	6.84%	-$935.5K Sold	0.01% 119.5K shares	Q3 2018 Held for 7y 2m
5 DoorDash DASH	Internet Content & Information Communication Services	$15.0M	6.61%	-$941.6K Sold	0.01% 55.1K shares	Q1 2023 Held for 2y 8m
6 Procore Technologies PCOR	Software - Application Technology	$14.6M	6.44%	-$932.5K Sold	0.13% 200.3K shares	Q3 2024 Held for 1y 2m
7 CCC CCC Intelligent Solutions Holdings Inc. CCC	Unknown Unknown	$14.3M	6.31%	+$14.3M New	— 1.6M shares	Q3 2025 Held for 2 months
8 SBA Communications SBAC	REIT - Specialty Real Estate	$11.7M	5.17%	-$728.5K Sold	0.06% 60.7K shares	Q3 2023 Held for 2y 2m
9 Workday, Inc. WDAY	Software - Application Technology	$10.2M	4.52%	-$43.8K Sold	0.02% 42.6K shares	Q1 2022 Held for 3y 8m
10 N-able NABL	Information Technology Services Technology	$9.5M	4.18%	-$744.9K Sold	0.65% 1.2M shares	Q1 2022 Held for 3y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Crescent Park Management, L.P.'s latest filing

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Market Value

$226.9M

Prior: $235.7M

Q/Q Change

-3.74%

-$8.8M

Net Flows % of MV

-8.88%

Turnover Ratio

15.56%

New Purchases

4 stocks

$22.3M

Added To

2 stocks

+$2.9M

Sold Out Of

2 stocks

$18.7M

Reduced Holdings

18 stocks

-$26.7M

Increased Positions

Position	Shares Δ	Change
1 CCC CCC Intelligent Solutions Holdings Inc. CCC	New	0 → 1.6M +$14.3M
2 Chipotle Mexican Grill CMG	New	0 → 150.8K +$5.9M
3 Builders FirstSource BLDR	New	0 → 17.4K +$2.1M
4 Blink Charging Co. BLNK	New	0 → 400.0 +$656.0
5 Blend Labs BLND	+491.45%	12.8K → 75.7K +$229.6K

Decreased Positions

Position	Shares Δ	Change
1 CCC Intelligent Solutions Holdings Inc. CCCS	Sold	1.7M → 0 −$15.7M
2 Cogent Communications Holdings CCOI	Sold	62.4K → 0 −$3.0M
3 Cellebrite DI Ltd. CLBT	-44.51%	570.2K → 316.4K −$4.7M
4 Broadcom Inc. AVGO	-24.71%	169.7K → 127.8K −$13.8M
5 Gulfterra Energy Partners GTM	-7.54%	814.0K → 752.6K −$669.3K