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Crescent Park Management, L.P.13F | |
| Crescent Park Management, L.P. | |
| Last update 2025-05-14 | 37 Stocks (3 new) |
| Value $215.00 Mil | Turnover 10 % |
Crescent Park Management, L.P.... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 210,581 | 35,257.6 | +0.72% | 16.430 | +0.12% | 0.000 | +64.67% | +20.81% | 1,310,340.0 | Semiconductors | |
SBAC | SBA Communications Corp | 71,043 | 15,630.2 | +3.93% | 7.280 | +0.28% | 0.070 | +3.92% | +18.62% | 25,717.0 | REITs | |
KKR | KKR & Co Inc | 125,761 | 14,539.2 | -1.75% | 6.770 | -0.13% | 0.010 | +41.96% | -1.71% | 129,116.4 | Asset Management | |
AMZN | Amazon.com Inc | 76,032 | 14,465.9 | +2.16% | 6.740 | +0.14% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | Retail - Cyclical | |
CLBT | Cellebrite DI Ltd | 683,411 | 13,278.7 | -63.31% | 6.190 | -9.95% | 0.290 | -22.46% | -35.27% | 3,414.8 | Software | |
PCOR | Procore Technologies Inc | 189,256 | 12,494.7 | +2.06% | 5.820 | +0.12% | 0.130 | +29.41% | -1.16% | 11,047.5 | Software | |
WIX | Wix.com Ltd | 76,405 | 12,483.0 | +3.40% | 5.820 | +0.19% | 0.140 | -0.03% | -27.96% | 8,604.6 | Software | |
CCCS |
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
| 1,140,581 | 10,299.5 | +162.71% | 4.800 | +2.97% | 0.170 | +14.29% | -16.11% | 6,485.2 | Software | |
GDDY | GoDaddy Inc | 55,966 | 10,081.7 | -18.74% | 4.700 | -0.98% | 0.040 | -0.46% | -14.17% | 24,137.5 | Software | |
WDAY | Workday Inc | 42,230 | 9,862.0 | +6.16% | 4.590 | +0.27% | 0.020 | +8.20% | -7.33% | 63,745.8 | Software |
Crescent Park Management, L.P.'s Historical Top Holdings Breakdowns
Crescent Park Management, L.P.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
CLBT | Cellebrite DI Ltd | 2025-03-31 | Reduce Reduce | -9.95% | 16.78 ($21.05) 26 | $14.26 | -32.26% | Reduce -63.31% | 683,411 | -1,179,071 | |
CCCS |
CCC Intelligent Solutions Holdings Inc
CCC Intelligent Solutions Holdings Inc
| 2025-03-31 | Add Add | +2.97% | 8.92 ($10.38) 11.7 | $9.84 | -5.20% | Add 162.71% | 1,140,581 | 706,429 | |
DBRG | DigitalBridge Group Inc | 2025-03-31 | New Buy New Buy | +2.23% | 8.82 ($10.51) 12.24 | $10.97 | 4.38% | New holding | 541,538 | 541,538 | |
NABL | N-able Inc | 2025-03-31 | Add Add | +1.17% | 6.92 ($8.9) 10.3 | $8.05 | -9.55% | Add 37.18% | 1,300,489 | 352,505 | |
BJ | BJ's Wholesale Club Holdings Inc | 2025-03-31 | New Buy New Buy | +1.04% | 88 ($102.97) 115.5 | $104.66 | 1.64% | New holding | 19,559 | 19,559 | |
GDDY | GoDaddy Inc | 2025-03-31 | Reduce Reduce | -0.98% | 172.13 ($191.07) 214.35 | $169.40 | -11.34% | Reduce -18.74% | 55,966 | -12,909 | |
GWRE | Guidewire Software Inc | 2025-03-31 | Reduce Reduce | -0.94% | 166.74 ($194.38) 218.22 | $223.18 | 14.82% | Reduce -70.22% | 6,185 | -14,584 | |
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Add Add | +0.64% | 551.42 ($587.78) 612.93 | $628.86 | 6.99% | Add 124.27% | 4,407 | 2,442 | |
GTM | ZoomInfo Technologies Inc | 2025-03-31 | Add Add | +0.58% | 9.43 ($10.49) 12.01 | $10.76 | 2.57% | Add 20.79% | 725,177 | 124,814 | |
APO | Apollo Global Management Inc | 2025-03-31 | Add Add | +0.35% | 126.01 ($153.77) 172.06 | $149.65 | -2.68% | Add 27.05% | 25,705 | 5,473 |
Crescent Park Management, L.P. Total Holding History ($B)
Crescent Park Management, L.P.'s Asset Allocation
Crescent Park Management, L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Crescent Park Management, L.P.'s Hypothetical Growth since 2025-03-31
Crescent Park Management, L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Crescent Park Management, L.P.'s Holdings Heat Map
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Crescent Park Management, L.P.'s Holdings Bubble Chart
Crescent Park Management, L.P. News
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