Managers / Q1 2026
Crescent Park Management, L.P.
CIK 0001629984 · 1950 UNIVERSITY AVENUE, SUITE 204, EAST PALO ALTO, CA, 94303 · 650-285-4300
Summary
Crescent Park Management, L.P. reported $29M in U.S.-listed holdings across 7 positions for Q1 2026.
The portfolio is heavily concentrated: AVGO alone accounts for 23.5% of reported value.
Compared with Q4 2025, the fund opened 0 new positions and exited 23.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded, with multiple share classes and repeated sub-manager rows for the same issuer combined into one position — the same rule the holdings table uses by default. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 90.0% · $26M
- ADR · 10.0% · $3M
Quarter-over-Quarter Changes full breakdown →
vs Q4 2025 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| PCORPROCORE TECHNOLOGIES INC | SOLD OUT | −167.6K | 0 | −$12M | $0 |
| WIXWIX COM LTD | SOLD OUT | −111.2K | 0 | −$12M | $0 |
| WDAYWORKDAY INC | SOLD OUT | −32.5K | 0 | −$7M | $0 |
| DBRGDIGITALBRIDGE GROUP INC | SOLD OUT | −398.1K | 0 | −$6M | $0 |
| GTMZOOMINFO TECHNOLOGIES INC | SOLD OUT | −568.1K | 0 | −$6M | $0 |
| LUMNLUMEN TECHNOLOGIES INC | SOLD OUT | −739.4K | 0 | −$6M | $0 |
| CMGCHIPOTLE MEXICAN GRILL INC | SOLD OUT | −152.6K | 0 | −$6M | $0 |
| FNFABRINET | SOLD OUT | −11.9K | 0 | −$5M | $0 |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q1 2026
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INChistory → | COM | 23.45% | $7M | 22.0K |
| 2 | AMZNAMAZON COM INChistory → | COM | 21.42% | $6M | 29.8K |
| 3 | KKRKKR & CO INChistory → | COM | 17.36% | $5M | 54.4K |
| 4 | DASHDOORDASH INChistory → | CL A | 12.50% | $4M | 24.1K |
| 5 | TSMTAIWAN SEMICONDUCTOR MANUFAChistory → | SPONSORED ADS | 9.95% | $3M | 8.5K |
| 6 | GDDYGODADDY INChistory → | CL A | 8.39% | $2M | 29.4K |
| 7 | NVDANVIDIA CORPORATIONhistory → | COM | 6.91% | $2M | 11.5K |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $29M | 7 | May 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $164M | 30 | Feb 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $249M | 35 | Nov 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $260M | 34 | Aug 13, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $215M | 37 | May 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $261M | 34 | Feb 12, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $251M | 34 | Nov 13, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $215M | 28 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $257M | 29 | May 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $462M | 34 | Feb 12, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $426M | 33 | Nov 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $342M | 27 | Aug 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $306M | 24 | May 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $315M | 22 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $419M | 33 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $467M | 37 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $618M | 39 | May 13, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $614M | 38 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $680M | 40 | Nov 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $675M | 33 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $591M | 31 | May 14, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $685M | 27 | Feb 12, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $596M | 25 | Nov 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $485M | 27 | Aug 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $410M | 26 | May 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $557M | 25 | Feb 13, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $485M | 21 | Nov 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $550M | 25 | Aug 13, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $570M | 24 | May 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $338M | 15 | Feb 13, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.