Skip to main content

BWCP, LP

SEC CIK
0001787893
Latest filing
Aug 14, 2026

Holdings in Q4 2021

Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only.

Institution overview
Positions
17
No filing for Q3 2021
Portfolio value
$186.9M
No filing for Q3 2021
Filed
Feb 14, 2022
SEC

BWCP, LP did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of BWCP, LP in Q4 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
VRTVertiv Holdings CoCOM CL A906,877$22.6M12.1%––History
DXCDXC Technology CoStock597,849$19.2M10.3%––History
GDDYGoDaddy Inc.CL A184,533$15.7M8.4%––History
CALYCallaway Golf CoCOM483,681$13.3M7.1%––History
ASOAcademy Sports & Outdoors, Inc.COM292,965$12.9M6.9%––History
AMZNAmazon Com IncStock3,628$12.1M6.5%––History
METAMeta Platforms, Inc.Stock35,370$11.9M6.4%––History
PLNTPlanet Fitness, Inc.CL A127,847$11.6M6.2%––History
Liberty Media Corp531229409COM A SIRIUSXM216,211$11.0M5.9%–––
DECKDeckers Outdoor CorpCOM29,147$10.7M5.7%––History
LPROOpen Lending CorpCOM388,340$8.73M4.7%––History
JBIJanus International Group, Inc.COMMON STOCK655,607$8.21M4.4%––History
AVPTAvePoint, Inc.COM CL A1,280,522$8.05M4.3%––History
DOCNDigitalOcean Holdings, Inc.COM94,306$7.58M4.1%––History
TMUST-Mobile US, Inc.Stock57,017$6.61M3.5%––History
SPTSprout Social, Inc.COM CL A45,962$4.17M2.2%––History
KLRKaleyra, Inc.COM260,629$2.62M1.4%––History