Data as of Q4 2025 (Dec 31, 2025)

Crescent Park Management, L.P.

โ€ขCIK: 1629984โ€ขFiling: Q4 2025

**Crescent Park Management, L.P.** manages $164M across a diversified portfolio of 30 positions. The fund exhibits significant conviction in technology and growth names, with top holdings including AVGO at $31.7M and AMZN at $14.8M. Further allocations are notable in KKR ($15.4M) and PCOR ($12.2M), suggesting a strategic focus across enterprise technology and alternative assets. This concentrated exposure highlights a tactical, high-conviction approach to market opportunities.

Total AUM
$144.8M
+ $18.8M in options
QoQ Performance
-36.2%
Positions
18
+ 12 options
Top 10 Concentration
74.4%
Latest Filing
Q4 2025

Top Holdings Allocation

AVGO
KKR
AMZN
PCOR
WIX
DASH
AVGO19.4%
KKR9.4%
AMZN9.1%
PCOR7.5%
WIX7.1%
DASH6.7%
WDAY4.3%
GDDY3.8%

๐Ÿ“ˆ Biggest Buys

OUSTCALL
OUSTER INC
NEW
0.2% of portfolio
BLNKCALL
BLINK CHARGING CO
+76300.0%
0.1% of portfolio
BLND
BLEND LABS INC
+81.4%
0.3% of portfolio
KKR
KKR & CO INC
+0.9%
9.4% of portfolio
CMG
CHIPOTLE MEXICAN GRILL INC
+1.2%
3.5% of portfolio

๐Ÿ“‰ Biggest Sells

AVGO
BROADCOM INC
-28.3%
19.4% of portfolio
CLBT
CELLEBRITE DI LTD
-92.6%
0.3% of portfolio
DBRG
DIGITALBRIDGE GROUP INC
-29.5%
3.7% of portfolio
PCOR
PROCORE TECHNOLOGIES INC
-16.3%
7.5% of portfolio
WDAY
WORKDAY INC
-23.6%
4.3% of portfolio

Sector Breakdown

Other65.2%
Technology22.3%
Consumer12.5%

๐Ÿšช Exited Positionssold since Q3 2025

CCC
CCC INTELLIGENT SOLUTIONS HL
SOLD
$14.3M
SBAC
SBA COMMUNICATIONS CORP NEW
SOLD
$11.7M
NABL
N-ABLE INC
SOLD
$9.5M
BJ
BJS WHSL CLUB HLDGS INC
SOLD
$3.4M
SPY
SPDR S&P 500 ETF TR
SOLD
$2.6M

Changes from Q3 2025

NEW1 new position
โ†‘7 increased
โ†“21 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023