Crescent Park Management, L.P. Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$214.6B
Holdings
37
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 210,581 | $35.3B | 16.43% | |
| 2 | SBACSBA COMMUNICATIONS CORP NEW | 71,043 | $15.6B | 7.28% | |
| 3 | KKRKKR & CO INC | 125,761 | $14.5B | 6.77% | |
| 4 | AMZNAMAZON COM INC | 76,032 | $14.5B | 6.74% | |
| 5 | CLBTCELLEBRITE DI LTD | 683,411 | $13.3B | 6.19% | |
| 6 | PCORPROCORE TECHNOLOGIES INC | 189,256 | $12.5B | 5.82% | |
| 7 | WIXWIX COM LTD | 76,405 | $12.5B | 5.82% | |
| 8 | CCCCCC INTELLIGENT SOLUTIONS HL | 1,140,581 | $10.3B | 4.80% | |
| 9 | GDDYGODADDY INC | 55,966 | $10.1B | 4.70% | |
| 10 | WDAYWORKDAY INC | 42,230 | $9.9B | 4.59% | |
| 11 | DASHDOORDASH INC | 53,098 | $9.7B | 4.52% | |
| 12 | NABLN-ABLE INC | 1,300,489 | $9.2B | 4.30% | |
| 13 | GTMZOOMINFO TECHNOLOGIES INC | 725,177 | $7.3B | 3.38% | |
| 14 | DBRGDIGITALBRIDGE GROUP INC | 541,538 | $4.8B | 2.23% | |
| 15 | OGM1COGENT COMMUNICATIONS HLDGS | 77,140 | $4.7B | 2.20% | |
| 16 | LUMNLUMEN TECHNOLOGIES INC | 981,100 | $3.8B | 1.79% | Call |
| 17 | APOAPOLLO GLOBAL MGMT INC | 25,705 | $3.5B | 1.64% | |
| 18 | NVDANVIDIA CORPORATION | 28,566 | $3.1B | 1.44% | |
| 19 | SPYSPDR S&P 500 ETF TR | 4,407 | $2.5B | 1.15% | |
| 20 | BJBJS WHSL CLUB HLDGS INC | 19,559 | $2.2B | 1.04% | |
| 21 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 13,107 | $2.2B | 1.01% | |
| 22 | FUBOFUBOTV INC | 538,200 | $1.6B | 0.73% | Call |
| 23 | SATSECHOSTAR CORP | 54,900 | $1.4B | 0.65% | Call |
| 24 | ROKUROKU INC | 18,100 | $1.3B | 0.59% | Call |
| 25 | OUSTOUSTER INC | 136,200 | $1.2B | 0.57% | Call |
| 26 | GWREGUIDEWIRE SOFTWARE INC | 6,185 | $1.2B | 0.54% | |
| 27 | AURAURORA INNOVATION INC | 163,400 | $1.1B | 0.51% | Call |
| 28 | AEVAAEVA TECHNOLOGIES INC | 138,900 | $972.3M | 0.45% | Call |
| 29 | RIVNRIVIAN AUTOMOTIVE INC | 68,600 | $854.1M | 0.40% | Call |
| 30 | CCIVGBPLUCID GROUP INC | 305,500 | $739.3M | 0.34% | Call |
| 31 | AMCAMC ENTMT HLDGS INC | 253,200 | $726.7M | 0.34% | Call |
| 32 | MRVLMARVELL TECHNOLOGY INC | 11,104 | $683.7M | 0.32% | |
| 33 | BLNKBLINK CHARGING CO | 485,000 | $445.1M | 0.21% | Call |
| 34 | CHPTCHARGEPOINT HOLDINGS INC | 642,300 | $388.6M | 0.18% | Call |
| 35 | LAZRQLUMINAR TECHNOLOGIES INC | 71,600 | $385.9M | 0.18% | Call |
| 36 | EVGOEVGO INC | 96,900 | $257.8M | 0.12% | Call |
| 37 | BLNDBLEND LABS INC | 12,800 | $42.9M | 0.02% |