Crestwood Capital Management, L.P.

Hedge Fund • Long/Short

Crestwood Capital Management, L.P. is a Long/Short Hedge Fund based in New York, NY led by Michael Roy Weisberg, reporting $293.1M in AUM as of Q3 2025 with 51% Consumer Cyclical concentration and 98% concentrated in top 10 holdings.

Managing PartnerMichael Roy Weisberg

Portfolio Value: $143.6M
Positions: 13
Top Holding: VIK at 14.78%
Last Reported: Q3 2025

Address430 Park Avenue, 19th Floor, New York, NY, 10022, United States

Top Holdings

Largest long holdings in Crestwood Capital Management, L.P.'s portfolio (97.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Viking Holdings VIK	Travel Services Consumer Cyclical	$21.2M	14.78%	-$3.1M Sold	0.08% 341.5K shares	Q2 2024 Held for 1y 5m
2 IBN ICICI Bank IBN	Unknown Unknown	$20.5M	14.29%	+$453.5K Bought	— 678.9K shares	Q4 2022 Held for 2y 11m
3 Netflix NFLX	Entertainment Communication Services	$19.2M	13.36%	—	0.00% 16.0K shares	Q3 2022 Held for 3y 2m
4 Dutch Bros BROS	Restaurants Consumer Cyclical	$16.2M	11.31%	+$2.1M Bought	0.24% 310.4K shares	Q3 2023 Held for 2y 2m
5 The RealReal REAL	Luxury Goods Consumer Cyclical	$15.3M	10.68%	-$1.3M Sold	1.25% 1.4M shares	Q4 2022 Held for 2y 11m
6 DoubleVerify Holdings DV	Software - Application Technology	$13.6M	9.50%	+$2.2M Bought	0.70% 1.1M shares	Q4 2022 Held for 2y 11m
7 Maplebear Inc. CART	Specialty Retail Consumer Cyclical	$11.4M	7.93%	—	— 309.9K shares	Q4 2023 Held for 1y 11m
8 Sonos, Inc. SONO	Consumer Electronics Technology	$9.7M	6.77%	+$1.6M Bought	0.51% 615.0K shares	Q3 2024 Held for 1y 2m
9 Birkenstock BIRK	Apparel - Footwear & Accessories Consumer Cyclical	$9.1M	6.32%	-$1.4M Sold	0.11% 200.6K shares	Q4 2023 Held for 1y 11m
10 Astera Labs, Inc. ALAB	Semiconductors Technology	$4.1M	2.85%	—	0.01% 20.9K shares	Q1 2024 Held for 1y 8m

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Changes

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

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Market Value

$143.6M

Prior: $146.8M

Q/Q Change

-2.21%

-$3.2M

Net Flows % of MV

-4.37%

Turnover Ratio

6.77%

New Purchases

1 stocks

$297.8K

Added To

4 stocks

+$6.3M

Sold Out Of

2 stocks

$3.1M

Reduced Holdings

5 stocks

-$9.8M

Increased Positions

Position	Shares Δ	Change
1 ARX Aeroflex Holding Corp ARX	New	0 → 20.0K +$297.8K
2 Sonos, Inc. SONO	+19.42%	515.0K → 615.0K +$1.6M
3 DoubleVerify Holdings DV	+18.77%	959.2K → 1.1M +$2.2M
4 Dutch Bros BROS	+14.79%	270.4K → 310.4K +$2.1M
5 IBN ICICI Bank IBN	+2.26%	663.9K → 678.9K +$453.5K

Decreased Positions

Position	Shares Δ	Change
1 Jamf Holding Corp. JAMF	Sold	285.0K → 0 −$2.7M
2 Chime Financial, Inc. Class A Common Stock CHYM	Sold	10.5K → 0 −$361.0K
3 HTHT H World Group HTHT	-64.53%	62.0K → 22.0K −$1.6M
4 Advanced Micro Devices AMD	-54.91%	27.3K → 12.3K −$2.4M
5 Birkenstock BIRK	-13.01%	230.6K → 200.6K −$1.4M