Crescent Park Management, L.P. reported 11 positions worth $40.48M for the quarter ended Jun 30, 2026, up 39.7% on the prior quarter. It opened 4 new positions, added to 0, trimmed 7 and exited 0. Its largest holding is Broadcom Inc. at 17.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| AVGO Broadcom Inc. | -3,504 | -16.0% | $1.32M | 17.15% |
| AMZN Amazon Com Inc | -4,178 | -14.0% | $1.00M | 15.17% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | -1,413 | -16.6% | $659.42K | 8.21% |
| KKR KKR & Co. Inc. | -6,394 | -11.8% | $585.21K | 10.86% |
| NVDA Nvidia Corp | -1,971 | -17.2% | $388.81K | 4.64% |
| GDDY GoDaddy Inc. | -4,207 | -14.3% | $352.67K | 5.22% |
| DASH DoorDash, Inc. | -1,233 | -5.1% | $230.01K | 10.55% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVGO Broadcom Inc. | Technology | 18.5K | $6.94M | 17.15% | -3,504 | -16.0% | Reduced | 0% |
| 2 | AMZN Amazon Com Inc | Consumer Discretionary | 25.6K | $6.14M | 15.17% | -4,178 | -14.0% | Reduced | 0% |
| 3 | KKR KKR & Co. Inc. | Financial Services | 48.0K | $4.39M | 10.86% | -6,394 | -11.8% | Reduced | 0.01% |
| 4 | CCC CCC Intelligent Solutions Holdings Inc. | Technology | 875.8K | $4.32M | 10.66% | +875.8K | – | New | 0.15% |
| 5 | DASH DoorDash, Inc. | Technology | 22.9K | $4.27M | 10.55% | -1,233 | -5.1% | Reduced | 0.01% |
| 6 | APO Apollo Global Management, Inc. | Financial Services | 29.4K | $3.43M | 8.47% | +29.4K | – | New | 0% |
| 7 | TSM Taiwan Semiconductor Manufacturing Co Ltd | Technology | 7,122 | $3.32M | 8.21% | -1,413 | -16.6% | Reduced | 0% |
| 8 | VRSK Verisk Analytics, Inc. | Financial Services | 17.7K | $3.17M | 7.82% | +17.7K | – | New | 0.01% |
| 9 | GDDY GoDaddy Inc. | Technology | 25.2K | $2.11M | 5.22% | -4,207 | -14.3% | Reduced | 0.02% |
| 10 | NVDA Nvidia Corp | Technology | 9,518 | $1.88M | 4.64% | -1,971 | -17.2% | Reduced | 0% |
| 11 | TMO Thermo Fisher Scientific Inc. | Healthcare | 1,009 | $503.24K | 1.24% | +1,009 | – | New | 0% |
Tip. Select a row to see that position’s full history at Crescent Park Management.
As of its Q2 2026 13F filing, Crescent Park Management, L.P.’s five largest positions were Broadcom Inc. (AVGO) at 17.2%, Amazon Com Inc (AMZN) at 15.2%, KKR & Co. Inc. (KKR) at 10.9%, CCC Intelligent Solutions Holdings Inc. (CCC) at 10.7%, DoorDash, Inc. (DASH) at 10.6% of the reported portfolio.
Crescent Park Management, L.P. reported a 13F portfolio worth $40.48M across 11 positions for Q2 2026. That is up 39.7% from the previous quarter.
Its largest purchases by value were CCC Intelligent Solutions Holdings Inc. ($4.32M), Apollo Global Management, Inc. ($3.43M), Verisk Analytics, Inc. ($3.17M). It opened 4 new positions.
Its largest sales by value were Broadcom Inc. ($1.32M), Amazon Com Inc ($1.00M), Taiwan Semiconductor Manufacturing Co Ltd ($659.42K). It exited 0 positions entirely.
From the Form 13F-HR reports Crescent Park Management, L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.