2026 Q2 Portfolio Activity
In 2026 Q2, Crescent Park Management, L.P. maintained a portfolio of 11 distinct positions. The most significant new addition was CCC INTELLIGENT SOLUTIONS HL, now representing 10.66% of the total fund value.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
AVGO (17.2%)
Top 10 Concentration
98.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
Crescent Park Management, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
AVGO
BROADCOM INC
|
Technology | 17.15% | 23.45% |
#1
Prev: #1
|
6.5 |
—
|
-3,504 | -16.0% |
P
S
|
18,458 | $6,943,807 | 2016 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 15.17% | 21.42% |
#2
Prev: #2
|
6.0 |
—
|
-4,178 | -14.0% |
P
S
|
25,640 | $6,139,498 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
KKR
KKR & CO INC
|
Financial Services | 10.86% | 17.36% |
#3
Prev: #3
|
5.5 |
—
|
-6,394 | -11.8% |
P
S
|
48,017 | $4,394,756 | 2018 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CCCS
CCC INTELLIGENT...
|
Unknown | 10.66% | — |
#4
Prev: #—
|
8.0 |
—
|
875,795 | — |
NEW
|
875,795 | $4,316,794 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 10.55% | 12.50% |
#5
1
Prev: #4
|
5.0 |
—
|
-1,233 | -5.1% |
P
S
|
22,904 | $4,272,551 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 8.47% | — |
#6
Prev: #—
|
6.9 |
—
|
29,364 | — |
NEW
|
29,364 | $3,430,543 | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 8.21% | 9.95% |
#7
2
Prev: #5
|
3.8 |
—
|
-1,413 | -16.6% |
P
S
|
7,122 | $3,323,695 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 7.82% | — |
#8
Prev: #—
|
6.6 |
—
|
17,704 | — |
NEW
|
17,704 | $3,165,165 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GDDY
GODADDY INC
|
Technology | 5.22% | 8.39% |
#9
3
Prev: #6
|
2.6 |
—
|
-4,207 | -14.3% |
P
S
|
25,225 | $2,114,612 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.64% | 6.91% |
#10
3
Prev: #7
|
2.4 |
—
|
-1,971 | -17.2% |
P
S
|
9,518 | $1,877,590 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.24% | — |
#11
Prev: #—
|
4.0 |
—
|
1,009 | — |
NEW
|
1,009 | $503,239 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-11 of 11 holdings