Crestwood Capital Management, L.P. Buys Luckin Coffee Inc, Shopify Inc, Xilinx Inc, Sells Kirby Corp, Moody's Corporation, The Brink's Co

• New Purchases: LK, XLNX,
• Added Positions: SHOP, SE, SNPS, PAGS,
• Reduced Positions: ADBE, MCO, NKE, NOW, NFLX, IBN, ANSS, DPZ, FIVE,
• Sold Out: KEX, BCO, LTM,

For the details of Crestwood Capital Management, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/crestwood+capital+management%2C+l.p./current-portfolio/portfolio

1. Ferrari NV (RACE) - 105,730 shares, 9.01% of the total portfolio.
2. ICICI Bank Ltd (IBN) - 1,100,968 shares, 8.55% of the total portfolio. Shares reduced by 2.88%
3. Fleetcor Technologies Inc (FLT) - 55,438 shares, 8.21% of the total portfolio.
4. Shopify Inc (SHOP) - 38,809 shares, 7.94% of the total portfolio. Shares added by 20.27%
5. Adobe Inc (ADBE) - 46,421 shares, 7.88% of the total portfolio. Shares reduced by 18.63%

Crestwood Capital Management, L.P. initiated holding in Luckin Coffee Inc. The purchase prices were between $18.21 and $39.36, with an estimated average price of $25.62. The stock is now traded at around $36.87. The impact to a portfolio due to this purchase was 3.13%. The holding were 154,600 shares as of .

Crestwood Capital Management, L.P. initiated holding in Xilinx Inc. The purchase prices were between $88.65 and $98.9, with an estimated average price of $94.03. The stock is now traded at around $86.42. The impact to a portfolio due to this purchase was 1.01%. The holding were 20,000 shares as of .

Crestwood Capital Management, L.P. added to a holding in Shopify Inc by 20.27%. The purchase prices were between $285.75 and $408.75, with an estimated average price of $339.56. The stock is now traded at around $491.69. The impact to a portfolio due to this purchase was 1.34%. The holding were 38,809 shares as of .

Crestwood Capital Management, L.P. added to a holding in Synopsys Inc by 41.88%. The purchase prices were between $131.61 and $141.77, with an estimated average price of $137.28. The stock is now traded at around $156.92. The impact to a portfolio due to this purchase was 0.63%. The holding were 29,541 shares as of .

Crestwood Capital Management, L.P. added to a holding in PagSeguro Digital Ltd by 59.62%. The purchase prices were between $27.96 and $46.29, with an estimated average price of $35.76. The stock is now traded at around $32.45. The impact to a portfolio due to this purchase was 0.44%. The holding were 66,949 shares as of .

Crestwood Capital Management, L.P. sold out a holding in Kirby Corp. The sale prices were between $78.14 and $89.63, with an estimated average price of $83.01.

Crestwood Capital Management, L.P. sold out a holding in The Brink's Co. The sale prices were between $79.72 and $94.3, with an estimated average price of $88.53.

Crestwood Capital Management, L.P. sold out a holding in LATAM Airlines Group SA. The sale prices were between $10.11 and $12, with an estimated average price of $11.17.