Crescent Park Management, L.P. 13F Portfolio

CIK 1629984 Filing since Q4 2014 Q2 2026 filed Aug 14, 2026
Holdings as of Jun 30, 2026, from the 13F filed Aug 14, 2026.

Portfolio Snapshot

11 positions · Q2 2026

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.

Portfolio Value
$40.48M
+39.7% QoQ · -82.2% YoY
Positions
11
4 new · 0 sold out
Top 10 Concentration
98.8%
of portfolio value
Largest Position
AVGO 17.2%
Broadcom Inc.
Net Buying
+$6.88M
$11.42M bought · $4.53M sold
Turnover
13.1%
of the portfolio traded
Top Sector
Technology
56.4% of value
Track Record
47
quarters on file since Q4 2014

Portfolio Value & Positions

Value Positions

Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.

Sector Allocation

4 sectors
56.44%
Technology
Technology56.44%
Financial Services27.15%
Consumer Discretionary15.17%
Healthcare1.24%

Quarterly Buying & Selling

Bought Sold

Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.

Position Changes

How many positions were opened, added to, trimmed or closed each quarter.

Sector Allocation Over Time

Share of reported value in each sector at every quarter end.

TechnologyFinancial ServicesConsumer DiscretionaryHealthcareBasic MaterialsReal EstateIndustrialsConsumer StaplesCommunication ServicesOther

Largest Buys

Q2 2026
Holding Change Change % Trade Value Weight
CCC CCC Intelligent Solutions Holdings Inc. +875.8K – $4.32M 10.66%
APO Apollo Global Management, Inc. +29.4K – $3.43M 8.47%
VRSK Verisk Analytics, Inc. +17.7K – $3.17M 7.82%
TMO Thermo Fisher Scientific Inc. +1,009 – $503.24K 1.24%

Largest Sells

Q2 2026
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%

New Positions

Q2 2026
Holding Shares Trade Value Weight
CCC CCC Intelligent Solutions Holdings Inc. +875.8K $4.32M 10.66%
APO Apollo Global Management, Inc. +29.4K $3.43M 8.47%
VRSK Verisk Analytics, Inc. +17.7K $3.17M 7.82%
TMO Thermo Fisher Scientific Inc. +1,009 $503.24K 1.24%

Closed Positions

Q2 2026

No positions were closed this quarter.

Holdings · Q2 2026

11 Positions

As ofJun 30, 2026
Value$40.48M
Top 1098.8%
Avg position$3.68M
# Activity
Showing all 11 positions 13F filings on SEC EDGAR

Tip. Select a row to see that position’s full history at Crescent Park Management.

About Crescent Park Management, L.P.’s 13F Portfolio

What are Crescent Park Management, L.P.’s largest holdings?

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.

How much is Crescent Park Management, L.P.’s portfolio worth?

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.

What did Crescent Park Management, L.P. buy in Q2 2026?

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.

What did Crescent Park Management, L.P. sell in Q2 2026?

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.

Where does this data come from?

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.

Similar-Sized Institutions

by reported 13F value

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.