Amit Mehta
Crestwood Capital Management, L.p.
Assets Managed
$145.522M
Holdings
15
Last Quarter
2026 - Q1
Filed Date
1mo 23d ago
Growth Rate
-7.88%(2Q avg: 1.07%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Crestwood Capital Management, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 15 positions.
Assets under management
The assets under management (AUM) of Crestwood Capital Management, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 145.522M in assets, with a quarterly growth rate of -7.88% and a 2-quarter average growth rate of 1.07%. The portfolio is managed by Amit Mehta, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
VIK Viking Holdings Ltd
| 15.74% | $22.891M 311,522 shares@ $73.49 avg price | Decreased -6.03% |
IBN Icici Bank Ltd-spon Adr
| 12.62% | $18.361M 708,900 shares@ $25.9 avg price | Increased 4.42% |
BROS Dutch Bros Inc-class A
| 10.98% | $15.977M 315,379 shares@ $50.66 avg price | Increased 10.52% |
SONO Sonos Inc
| 10.78% | $15.678M 1.17M shares@ $13.4 avg price | Increased 23.16% |
REAL Realreal Inc The
| 8.85% | $12.876M 1.418M shares@ $9.08 avg price | Increased 5.59% |
NFLX Netflix Inc
| 8.26% | $12.016M 124,970 shares@ $96.16 avg price | Decreased -10.71% |
AKAM Akamai Technologies Inc
| 6.91% | $10.049M 87,500 shares@ $114.85 avg price | |
DV Doubleverify Holdings Inc
| 6.4% | $9.302M 979,157 shares@ $9.51 avg price | Decreased -14.04% |
FPS Forgent Power Solutions Inc
| 5.64% | $8.196M 280,000 shares@ $29.27 avg price | New Position |
BIRK Birkenstock Holding Plc
| 4.52% | $6.569M 183,332 shares@ $35.84 avg price | Increased 37.51% |
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