BWCP, LP
- SEC CIK
- 0001787893
- Latest filing
- Aug 14, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 12, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 20
- +3 vs. Q4 2021
- Portfolio value
- $196.9M
- +$10.0M (+5.4%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DXCDXC Technology Co | Stock | 698,839 | $22.8M | 11.6% | +100,990+16.9% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 1,307,575 | $18.3M | 9.3% | +400,698+44.2% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 109,037 | $14.0M | 7.1% | +52,020+91.2% | Added | History |
| CALYCallaway Golf Co | COM | 587,826 | $13.8M | 7.0% | +104,145+21.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 4,004 | $13.1M | 6.6% | +376+10.4% | Added | History |
| GDDYGoDaddy Inc. | CL A | 151,842 | $12.7M | 6.5% | −32,691−17.7% | Reduced | History |
| PLNTPlanet Fitness, Inc. | CL A | 141,551 | $12.0M | 6.1% | +13,704+10.7% | Added | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 265,751 | $10.5M | 5.3% | −27,214−9.3% | Reduced | History |
| BYDBoyd Gaming Corp | COM | 155,799 | $10.2M | 5.2% | +155,799 | New | History |
| DECKDeckers Outdoor Corp | COM | 36,195 | $9.91M | 5.0% | +7,048+24.2% | Added | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 181,068 | $8.28M | 4.2% | −35,143−16.3% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 2,837 | $7.89M | 4.0% | +2,837 | New | History |
| AVPTAvePoint, Inc. | COM CL A | 1,406,608 | $7.40M | 3.8% | +126,086+9.8% | Added | History |
| LPROOpen Lending Corp | COM | 381,814 | $7.22M | 3.7% | −6,526−1.7% | Reduced | History |
| JBIJanus International Group, Inc. | COMMON STOCK | 728,319 | $6.55M | 3.3% | +72,712+11.1% | Added | History |
| SPTSprout Social, Inc. | COM CL A | 77,470 | $6.21M | 3.2% | +31,508+68.6% | Added | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 103,852 | $6.01M | 3.1% | +9,546+10.1% | Added | History |
| CROXCrocs, Inc. | COM | 57,372 | $4.38M | 2.2% | +57,372 | New | History |
| METAMeta Platforms, Inc. | Stock | 19,268 | $4.28M | 2.2% | −16,102−45.5% | Reduced | History |
| KLRKaleyra, Inc. | COM | 243,129 | $1.45M | 0.7% | −17,500−6.7% | Reduced | History |