2026 Q3 Portfolio Activity
In 2026 Q3, Crescent Park Management, L.P. maintained a portfolio of 12 distinct positions. The most significant new addition was WIX COM LTD, now representing 7.00% of the total fund value. They heavily accumulated shares in VERISK ANALYTICS INC, increasing the position by 40.9%.
Position History
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Total Positions
12
Quarter
2026 Q3
Top Holding
AVGO (13.7%)
Top 10 Concentration
93.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-12 of 12
Crescent Park Management, L.P. Full Holdings List — 2026 Q3
| 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 | 13.73% | 17.15% |
#1
Prev: #1
|
6.5 |
—
|
145 | 0.8% |
P
S
|
18,603 | $6,533,212 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 13.52% | 15.17% |
#2
Prev: #2
|
6.0 |
—
|
184 | 0.7% |
P
S
|
25,824 | $6,434,050 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
CCCS
CCC INTELLIGENT...
|
Unknown | 12.72% | 10.66% |
#3
1
Prev: #4
|
5.5 |
—
|
32,543 | 3.7% |
P
S
|
908,338 | $6,049,531 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 9.53% | 10.55% |
#4
1
Prev: #5
|
6.3 |
—
|
1,807 | 7.9% |
P
S
|
24,711 | $4,535,704 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
KKR
KKR & CO INC
|
Financial Services | 9.31% | 10.86% |
#5
2
Prev: #3
|
4.7 |
—
|
505 | 1.1% |
P
S
|
48,522 | $4,430,031 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 8.80% | 7.82% |
#6
2
Prev: #8
|
6.0 |
—
|
7,242 | 40.9% |
P
S
|
24,946 | $4,187,222 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
APO
APOLLO GLOBAL M...
|
Financial Services | 7.31% | 8.47% |
#7
1
Prev: #6
|
3.4 |
—
|
619 | 2.1% |
P
S
|
29,983 | $3,479,860 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
WIX
WIX COM LTD
|
Technology | 7.00% | — |
#8
Prev: #—
|
6.3 |
—
|
46,160 | — |
NEW
|
46,160 | $3,329,521 | 2023 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 6.90% | 8.21% |
#9
2
Prev: #7
|
3.3 |
—
|
76 | 1.1% |
P
S
|
7,198 | $3,283,656 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
GDDY
GODADDY INC
|
Technology | 5.09% | 5.22% |
#10
1
Prev: #9
|
2.5 |
—
|
151 | 0.6% |
P
S
|
25,376 | $2,423,662 | 2015 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 4.60% | 4.64% |
#11
1
Prev: #10
|
2.3 |
—
|
70 | 0.7% |
P
S
|
9,588 | $2,189,613 | 2017 Q1 | 13F Filing | 2026-09-30 | 2026-11-13 | |||
|
TMO
THERMO FISHER S...
|
Healthcare | 1.46% | 1.24% |
#12
1
Prev: #11
|
1.1 |
—
|
23 | 2.3% |
P
S
|
1,032 | $696,652 | 2026 Q2 | 13F Filing | 2026-09-30 | 2026-11-13 |
Showing 1-12 of 12 holdings