Crescent Park Management, L.P. Portfolio Holdings by Sector
Crescent Park Management, L.P.
- $237 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Semiconductors | Technology
AVGO NVDA TSM 3 stocks |
$50,833
21.49% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
WIX CCCS GDDY CLBT 4 stocks |
$47,076
19.9% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
PCOR WDAY ZI BLND 4 stocks |
$32,761
13.85% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR APO 2 stocks |
$18,838
7.96% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$15,809
6.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$14,997
6.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
SBAC 1 stocks |
$11,736
4.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
NABL AUR 2 stocks |
$10,101
4.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
LUMN 1 stocks |
$5,935
2.51% of portfolio
|
- |
1
|
- | - |
1
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
CMG 1 stocks |
$5,911
2.5% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FN 1 stocks |
$4,849
2.05% of portfolio
|
1
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
VVV 1 stocks |
$4,131
1.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
BJ 1 stocks |
$3,441
1.45% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
SPY 1 stocks |
$2,579
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Broadcasting | Communication Services
FUBO 1 stocks |
$2,278
0.96% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BLDR 1 stocks |
$2,103
0.89% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RIVN 1 stocks |
$1,310
0.55% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|
|
Engineering & Construction | Industrials
BLNK BLNK 2 stocks |
$1,010
0.43% of portfolio
|
2
|
- |
1
|
- |
1
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
EVGO 1 stocks |
$813
0.34% of portfolio
|
1
|
- | - | - |
1
Calls
0
Puts
|