# Crescent Park Management, L.P.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1629984. Source: https://holderbook.com/funds/1629984-crescent-park-management-l-p/

- Reported value: $40.5M
- Positions: 11
- Weight of the ten largest: 98.8%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $6.9M | 18,458 | 17.2% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $6.1M | 25,640 | 15.2% | 17 |
| KKR & CO INC | [KKR](https://holderbook.com/stocks/KKR/) | $4.4M | 48,017 | 10.9% | 31 |
| CCC INTELLIGENT SOLUTIONS HL | [CCC](https://holderbook.com/stocks/CCC/) | $4.3M | 875,795 | 10.7% | 1 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $4.3M | 22,904 | 10.6% | 14 |
| APOLLO GLOBAL MGMT INC | [APO](https://holderbook.com/stocks/APO/) | $3.4M | 29,364 | 8.5% | 1 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $3.3M | 7,122 | 8.2% | 8 |
| VERISK ANALYTICS INC | [VRSK](https://holderbook.com/stocks/VRSK/) | $3.2M | 17,704 | 7.8% | 1 |
| GODADDY INC | [GDDY](https://holderbook.com/stocks/GDDY/) | $2.1M | 25,225 | 5.2% | 28 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.9M | 9,518 | 4.6% | 8 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $503.2K | 1,009 | 1.2% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +16.3% | +14.8% | +1.5% | 100% |
| Q1 2026 | -17.7% | -4.6% | -13.1% | 100% |
| Q4 2025 | -5.2% | +2.4% | -7.5% | 100% |
| Q3 2025 | +4.3% | +7.8% | -3.5% | 100% |
| Q2 2025 | +17.2% | +10.5% | +6.7% | 100% |
| Q1 2025 | -15.3% | -4.6% | -10.7% | 100% |
| Q4 2024 | +17.2% | +2.1% | +15.0% | 95% |
| Q3 2024 | +9.1% | +5.4% | +3.7% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $40.5M | 11 |
| Q1 2026 | $29.0M | 7 |
| Q4 2025 | $163.6M | 30 |
| Q3 2025 | $249.1M | 34 |
| Q2 2025 | $260.1M | 34 |
| Q1 2025 | $214.6M | 37 |
| Q4 2024 | $261.1M | 34 |
| Q3 2024 | $251.2M | 34 |
| Q2 2024 | $215.3M | 28 |
| Q1 2024 | $257.1M | 29 |
| Q4 2023 | $461.8M | 34 |
| Q3 2023 | $425.9M | 33 |