Crestwood Capital Management, L.P.

Portfolio Overview

Crestwood Capital Management, L.P. reported a total portfolio value of $130.21 million for the quarter ending September 30, 2025, representing a decrease of 11.3% from the previous quarter's $146.85 million. This decline in value is attributable to a combination of market performance and asset reallocation. The portfolio is characterized by a high-conviction, concentrated strategy consisting of only 11 holdings. This lack of broad diversification suggests an active managem...