Crescent Park Management, L.P. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$163.6B
Holdings
30
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVGOBROADCOM INC | 91,612 | $31.7B | 19.38% | |
| 2 | KKRKKR & CO INC | 120,581 | $15.4B | 9.40% | |
| 3 | AMZNAMAZON COM INC | 64,187 | $14.8B | 9.06% | |
| 4 | PCORPROCORE TECHNOLOGIES INC | 167,566 | $12.2B | 7.45% | |
| 5 | WIXWIX COM LTD | 111,248 | $11.6B | 7.07% | |
| 6 | DASHDOORDASH INC | 48,359 | $11.0B | 6.70% | |
| 7 | WDAYWORKDAY INC | 32,490 | $7.0B | 4.27% | |
| 8 | GDDYGODADDY INC | 50,472 | $6.3B | 3.83% | |
| 9 | DBRGDIGITALBRIDGE GROUP INC | 398,147 | $6.1B | 3.73% | |
| 10 | GTMZOOMINFO TECHNOLOGIES INC | 568,121 | $5.8B | 3.53% | |
| 11 | LUMNLUMEN TECHNOLOGIES INC | 739,400 | $5.7B | 3.51% | Call |
| 12 | CMGCHIPOTLE MEXICAN GRILL INC | 152,581 | $5.6B | 3.45% | |
| 13 | FNFABRINET | 11,900 | $5.4B | 3.31% | Call |
| 14 | NVDANVIDIA CORPORATION | 25,223 | $4.7B | 2.88% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 12,251 | $3.7B | 2.28% | |
| 16 | APOAPOLLO GLOBAL MGMT INC | 22,845 | $3.3B | 2.02% | |
| 17 | VVVVALVOLINE INC | 106,063 | $3.1B | 1.88% | |
| 18 | PSKYPARAMOUNT SKYDANCE CORP | 146,900 | $2.0B | 1.20% | Call |
| 19 | BLDRBUILDERS FIRSTSOURCE INC | 16,903 | $1.7B | 1.06% | |
| 20 | RIVNRIVIAN AUTOMOTIVE INC | 80,700 | $1.6B | 0.97% | Call |
| 21 | FUBOFUBOTV INC | 528,600 | $1.3B | 0.81% | Call |
| 22 | AEVAAEVA TECHNOLOGIES INC | 40,800 | $541.0M | 0.33% | Call |
| 23 | AURAURORA INNOVATION INC | 118,300 | $454.0M | 0.28% | Call |
| 24 | EVGOEVGO INC | 155,300 | $451.0M | 0.28% | Call |
| 25 | CLBTCELLEBRITE DI LTD | 23,449 | $422.0M | 0.26% | |
| 26 | BLNDBLEND LABS INC | 137,316 | $417.0M | 0.25% | |
| 27 | LCIDLUCID GROUP INC | 35,520 | $375.0M | 0.23% | Call |
| 28 | OUSTOUSTER INC | 17,200 | $372.0M | 0.23% | Call |
| 29 | AMCAMC ENTMT HLDGS INC | 234,300 | $365.0M | 0.22% | Call |
| 30 | BLNKBLINK CHARGING CO | 305,600 | $203.0M | 0.12% | Call |