CP

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 %
Countries:
Top Holdings: AVGO(16.43%)SBAC(7.28%)KKR(6.77%)AMZN(6.74%)CLBT(6.19%)
Summary Stock Picks Current Portfolio
Crescent Park Management, L.P.... Top Holdings of 2025-03-31 View Full List
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
+79.10%
+19.33%
1,294,301.1
Semiconductors
SBAC
SBA Communications Corp
71,043
15,630.2
+3.93%
7.280
+0.28%
0.070
+1.81%
+15.93%
25,134.6
REITs
KKR
KKR & Co Inc
125,761
14,539.2
-1.75%
6.770
-0.13%
0.010
+35.37%
-6.03%
123,443.0
Asset Management
AMZN
Amazon.com Inc
76,032
14,465.9
+2.16%
6.740
+0.14%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical
CLBT
Cellebrite DI Ltd
683,411
13,278.7
-63.31%
6.190
-9.95%
0.290
-17.69%
-29.87%
3,699.8
Software
PCOR
Procore Technologies Inc
189,256
12,494.7
+2.06%
5.820
+0.12%
0.130
+17.81%
-2.43%
10,905.8
Software
WIX
Wix.com Ltd
76,405
12,483.0
+3.40%
5.820
+0.19%
0.140
+5.35%
-23.43%
9,145.7
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
+13.50%
-16.88%
6,425.8
Software
GDDY
GoDaddy Inc
55,966
10,081.7
-18.74%
4.700
-0.98%
0.040
-0.20%
-10.16%
25,266.0
Software
WDAY
Workday Inc
42,230
9,862.0
+6.16%
4.590
+0.27%
0.020
+5.88%
-6.31%
64,452.2
Software

Crescent Park Management, L.P.'s Historical Top Holdings Breakdowns

Crescent Park Management, L.P.'s Top Stock Picks View Full List
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
$15.45
-26.60%
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
$9.75
-6.07%
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
$10.60
0.86%
New holding
541,538
541,538
NABL
N-able Inc
2025-03-31
Add
Add
+1.17%
●
6.92 ($8.9) 10.3
$8.25
-7.30%
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
$109.44
6.28%
New holding
19,559
19,559
GDDY
GoDaddy Inc
2025-03-31
Reduce
Reduce
-0.98%
●
172.13 ($191.07) 214.35
$177.32
-7.20%
Reduce -18.74%
55,966
-12,909
GWRE
Guidewire Software Inc
2025-03-31
Reduce
Reduce
-0.94%
●
166.74 ($194.38) 218.22
$230.38
18.52%
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
$625.34
6.39%
Add 124.27%
4,407
2,442
GTM
ZoomInfo Technologies Inc
2025-03-31
Add
Add
+0.58%
●
9.43 ($10.49) 12.01
$10.26
-2.19%
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
$144.47
-6.05%
Add 27.05%
25,705
5,473

Crescent Park Management, L.P. Total Holding History ($B)

To

Crescent Park Management, L.P.'s Asset Allocation

To

Crescent Park Management, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Crescent Park Management, L.P.'s Holdings Bubble Chart

Crescent Park Management, L.P. News

  • 1

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