Portfolio (Quarterly) Guide ↗

Crestwood Capital Management, L.P.

· CIK 0001468395

13F Portfolio $146M AUM 15 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 4 New 5 Added 4 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	AMD	ADVANCED MICRO DEVICES INC	Technology	12,318	$2.6M	1.67%	SOLD
2	ARX	ACCELERANT HOLDINGS	Financial Services	20,000	$327K	0.21%	SOLD

Sector Allocation

Technology 43.9%

Consumer Cyclical 34.5%

Communication Services 12.9%

Industrials 8.8%