Crescent Park Management, L.P. — Q4 2025 13F Holdings

Name: Crescent Park Management, L.P. — 13F Holdings, Q4 2025
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001629984

Total reported value

$29.0M

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	AVGO	Broadcom INC	Stock-Tech	19.38%	+4.07%	-28.30%
2	KKR	Kkr & Co INC	Stock-Financials	9.40%	+7.96%	+0.90%
3	AMZN	Amazon.com INC	Stock-Consumer Disc	9.06%	+12.36%	-10.86%
4	PCOR	Procore Technologies INC	Stock-Tech	7.45%	-7.45%	EXIT
5	WIX	Wix.com Ltd.	Stock-Tech	7.07%	-7.07%	EXIT
6	DASH	Doordash INC - A	Stock-Consumer Disc	6.70%	+5.80%	-12.30%
7	WDAY	Workday Inc-class A	Stock-Tech	4.27%	-4.27%	EXIT
8	GDDY	Godaddy INC - Class A	Stock-Tech	3.83%	+4.56%	-3.71%
9	DBRG	Digitalbridge Group INC	Stock-Financials	3.73%	-3.73%	EXIT
10	GTM	Zoominfo Technologies INC	Stock-Tech	3.53%	-3.53%	EXIT
11	LUMN	Lumen Technologies INC	Stock-Comm Services	3.51%	-3.51%	EXIT
12	CMG	Chipotle Mexican Grill INC	Stock-Consumer Disc	3.45%	-3.45%	EXIT
13	FN	Fabrinet	Stock-Tech	3.31%	-3.31%	EXIT
14	NVDA	Nvidia CORP	Stock-Tech	2.88%	+4.03%	-6.66%
15	TSM	Taiwan Semiconductor-sp Adr	Stock-Tech	2.28%	+7.67%	-6.05%
16	APO	Apollo Global Management INC	Stock-Financials	2.02%	-2.02%	EXIT
17	VVV	Valvoline INC	Stock-Consumer Disc	1.88%	-1.88%	EXIT
18	PSKY	Paramount Skydance Cl B	Stock-Comm Services	1.20%	-1.20%	EXIT
19	BLDR	Builders Firstsource INC	Stock-Industrials	1.06%	-1.06%	EXIT
20	RIVN	Rivian Automotive Inc-a	Stock-Consumer Disc	0.97%	-0.97%	EXIT
21	FUBOGBP	Fubotv INC	Stock-Other	0.81%	-0.81%	EXIT
22	AEVA	Aeva Technologies INC	Stock-Other	0.33%	-0.33%	EXIT
23	AUR	Aurora Innovation INC	Stock-Consumer Disc	0.28%	-0.28%	EXIT
24	EVGO	Evgo INC	Stock-Other	0.28%	-0.28%	EXIT
25	CLBT	Cellebrite DI Ltd.	Stock-Other	0.26%	-0.26%	EXIT
26	BLND	Blend Labs Inc-a	Stock-Other	0.26%	-0.26%	EXIT
27	LCID	Lucid Group INC	Stock-Consumer Disc	0.23%	-0.23%	EXIT
28	OUST	Ouster INC	Stock-Other	0.23%	-0.23%	EXIT
29	AMC	Amc Entertainment Hlds-cl A	Stock-Other	0.22%	-0.22%	EXIT
30	BLNK	Blink Charging Co	Stock-Other	0.12%	-0.12%	EXIT

Holding changes this quarter

Position changes disclosed by Crescent Park Management, L.P. for the quarter ending Q4 2025, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	KKR	Kkr & Co INC	+3.2%	+0.90%	Add
2	AMZN	Amazon.com INC	+2.7%	-10.86%	Trim
3	AVGO	Broadcom INC	+2.5%	-28.30%	Trim
4	PCOR	Procore Technologies INC	+1.6%	-16.33%	Trim
5	FN	Fabrinet	+1.4%	-10.53%	Trim
6	LUMN	Lumen Technologies INC	+1.1%	-23.77%	Trim
7	DBRG	Digitalbridge Group INC	+1.1%	-29.51%	Trim
8	CMG	Chipotle Mexican Grill INC	+1.1%	+1.16%	Add
9	GDDY	Godaddy INC - Class A	+1%	-3.71%	Trim
10	NVDA	Nvidia CORP	+0.9%	-6.66%	Trim
11	TSM	Taiwan Semiconductor-sp Adr	+0.8%	-6.05%	Trim
12	APO	Apollo Global Management INC	+0.7%	-7.98%	Trim
13	DASH	Doordash INC - A	+0.7%	-12.30%	Trim
14	RIVN	Rivian Automotive Inc-a	+0.4%	-9.63%	Trim
15	GTM	Zoominfo Technologies INC	+0.2%	-24.51%	Trim
16	VVV	Valvoline INC	+0.2%	-7.81%	Trim
17	BLDR	Builders Firstsource INC	+0.2%	-2.58%	Trim
18	WDAY	Workday Inc-class A	+0.2%	-23.65%	Trim
19	BLND	Blend Labs Inc-a	+0.2%	+81.38%	Add
20	PSKY	Paramount Skydance Cl B	+0.1%	+0.20%	Add
21	AUR	Aurora Innovation INC	0%	+2.07%	Add
22	EVGO	Evgo INC	-0.1%	-9.71%	Trim
23	AEVA	Aeva Technologies INC	-0.1%	-40.09%	Trim
24	AMC	Amc Entertainment Hlds-cl A	-0.1%	-8.80%	Trim
25	FUBOGBP	Fubotv INC	-0.1%	-3.73%	Trim
26	LCID	Lucid Group INC	-0.1%	—	Unchanged
27	BLNK	Blink Charging Co	-0.3%	-50.45%	Trim
28	WIX	Wix.com Ltd.	-0.9%	+0.20%	Add
29	CLBT	Cellebrite DI Ltd.	-2.1%	-92.59%	Trim
30	CCC	Ccc Intelligent Solutions Ho	—	EXIT	Sold out
31	SBAC	Sba Communications CORP	—	EXIT	Sold out
32	NABL	N-able INC	—	EXIT	Sold out
33	BJ	Bj's Wholesale Club Holdings	—	EXIT	Sold out
34	SPY	Ss Spdr S&p 500 ETF Trust-us	—	EXIT	Sold out
35	OUST	Ouster INC	—	NEW	New buy