Crestwood Capital Management L P (1468395) Portfolio


Number of Companies: 23
Inflow: $67,580 K
Outflow: $-70,973 K
Net Flow: $-3,393 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2781 29 Servicenow Inc (NOW) Infrastructure Software 315,000 Added More 231,980 $61.18 $14,192 $19,271
2989 128 American Tower Corp (AMT) Reit 134,462 New Holding 134,462 $102.37 $13,764 $13,764
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 18,375 New Holding 18,375 $593.64 $10,908 $10,908
248 2 Interactive Brokers Gro-Cl A (IBKR) Institutional Brokerage 262,500 New Holding 262,500 $39.32 $10,321 $10,321
3027 7 Comcast Corp-Class A (CMCSA) Cable And Satellite 89,250 New Holding 89,250 $61.08 $5,451 $5,451
2784 12 Msci Inc (MSCI) Information Services 126,000 Added More 63,600 $74.08 $4,711 $9,334
2592 79 Adobe Systems Inc (ADBE) Application Software 304,500 Added More 47,100 $93.80 $4,417 $28,562
2419 22 Borgwarner Inc (BWA) Auto Parts 538,650 Added More 69,610 $38.40 $2,673 $20,684
2644 4 Five Below (FIVE) Mass Merchants 609,000 Added More 25,000 $41.34 $1,033 $25,176
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 78,750 Added More 750 $94.50 $70 $7,441
2918 11 Vipshop Holdings Ltd (VIPS) Ecommerce Discretionary 283,500 Added More 2,700 $12.88 $34 $3,651
2876 17 Expedia Inc (EXPE) Internet Based Services 181,650 Sold Some -10,750 $107.82 $-1,159 $19,585
2461 252 Icici Bank Ltd (IBN) Banks 2,310,000 Sold Some -290,000 $7.16 $-2,076 $16,539
107 3 Pandora Media Inc (P) Internet Media 840,000 Sold Some -304,000 $8.95 $-2,720 $7,518
2926 16 Moodys Corp (MCO) Information Services 99,750 Sold Some -30,250 $96.55 $-2,920 $9,631
583 4 Caesarstone Sdot-Yam Ltd (CSTE) Home Improvement 104,900 Sold Some -103,100 $34.34 $-3,541 $3,603
2619 33 Insperity Inc (NSP) Professional Services 188,195 Sold Some -92,605 $51.73 $-4,790 $9,735
2413 20 Proto Labs Inc (PRLB) Fabricated Metal And Hardware 435,099 Sold Some -64,101 $77.08 $-4,941 $33,541
86 4 Workday Inc-Class A (WDAY) Application Software 0 Sold All -78,000 $76.83 $-5,993 $0
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 514,500 Sold Some -88,700 $76.48 $-6,783 $39,348
2795 12 Gnc Holdings Inc-Cl A (GNC) Other Spec Retail Discr 147,000 Sold Some -217,400 $31.75 $-6,902 $4,667
2978 41 Cognizant Tech Solutions-A (CTSH) It Services 168,000 Sold Some -175,200 $62.70 $-10,985 $10,533
2812 2 Lkq Corp (LKQ) Automotive Wholesalers 735,000 Sold Some -568,692 $31.93 $-18,158 $23,468