Crestwood Capital Management, L.P. Buys WEX Inc, RH, Sea, Sells Meta Platforms Inc, Analog Devices Inc, Dollar General Corp

• New Purchases: RH, SE, TOST,
• Added Positions: WEX, XMTR, DOCU, HTHT, PGNY, FIVE, CVNA,
• Reduced Positions: SHOP, ANSS, RACE, SNPS, SPR, IBN, PLTR, SONO,
• Sold Out: FB, ADI, DG, SPOT, ACIC,

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. ICICI Bank Ltd (IBN) - 1,134,487 shares, 9.29% of the total portfolio. Shares reduced by 9.54%
2. Carvana Co (CVNA) - 58,803 shares, 7.70% of the total portfolio. Shares added by 5.83%
3. Huazhu Group Ltd (HTHT) - 346,620 shares, 6.90% of the total portfolio. Shares added by 21.12%
4. Five Below Inc (FIVE) - 86,415 shares, 6.63% of the total portfolio. Shares added by 7.42%
5. Palantir Technologies Inc (PLTR) - 631,426 shares, 6.59% of the total portfolio. Shares reduced by 5%

Crestwood Capital Management, L.P. initiated holding in RH. The purchase prices were between $651.88 and $738.52, with an estimated average price of $688.15. The stock is now traded at around $645.760000. The impact to a portfolio due to this purchase was 5.25%. The holding were 18,133 shares as of 2021-09-30.

Crestwood Capital Management, L.P. initiated holding in Sea Ltd. The purchase prices were between $267 and $353.36, with an estimated average price of $307.05. The stock is now traded at around $338.870000. The impact to a portfolio due to this purchase was 3.46%. The holding were 25,000 shares as of 2021-09-30.

Crestwood Capital Management, L.P. initiated holding in Toast Inc. The purchase prices were between $49.78 and $62.51, with an estimated average price of $54.68. The stock is now traded at around $47.650000. The impact to a portfolio due to this purchase was 1.3%. The holding were 60,000 shares as of 2021-09-30.

Crestwood Capital Management, L.P. added to a holding in WEX Inc by 472.36%. The purchase prices were between $164.23 and $202.85, with an estimated average price of $182.43. The stock is now traded at around $149.270000. The impact to a portfolio due to this purchase was 5.44%. The holding were 86,140 shares as of 2021-09-30.

Crestwood Capital Management, L.P. added to a holding in Xometry Inc by 145.25%. The purchase prices were between $53.99 and $81.35, with an estimated average price of $69.33. The stock is now traded at around $52.030000. The impact to a portfolio due to this purchase was 2.79%. The holding were 188,333 shares as of 2021-09-30.

Crestwood Capital Management, L.P. added to a holding in DocuSign Inc by 47.07%. The purchase prices were between $256.89 and $310.05, with an estimated average price of $288.31. The stock is now traded at around $263.030000. The impact to a portfolio due to this purchase was 1.8%. The holding were 50,239 shares as of 2021-09-30.

Crestwood Capital Management, L.P. added to a holding in Huazhu Group Ltd by 21.12%. The purchase prices were between $40.75 and $54.24, with an estimated average price of $47.38. The stock is now traded at around $47.980000. The impact to a portfolio due to this purchase was 1.2%. The holding were 346,620 shares as of 2021-09-30.

Crestwood Capital Management, L.P. sold out a holding in Meta Platforms Inc. The sale prices were between $336.95 and $382.18, with an estimated average price of $360.33.

Crestwood Capital Management, L.P. sold out a holding in Analog Devices Inc. The sale prices were between $158.98 and $178.53, with an estimated average price of $167.71.

Crestwood Capital Management, L.P. sold out a holding in Dollar General Corp. The sale prices were between $212.14 and $238.22, with an estimated average price of $225.5.

Crestwood Capital Management, L.P. sold out a holding in Spotify Technology SA. The sale prices were between $205.08 and $268.63, with an estimated average price of $236.42.

Crestwood Capital Management, L.P. sold out a holding in Atlas Crest Investment Corp. The sale prices were between $9.39 and $10.19, with an estimated average price of $9.92.