BWCP, LP
- SEC CIK
- 0001787893
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 20
- 0 vs. Q1 2022
- Portfolio value
- $185.8M
- −$11.1M (−5.7%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DOCNDigitalOcean Holdings, Inc. | COM | 97,829 | $4.05M | 2.2% | −6,023−5.8% | Reduced | History |
| LPROOpen Lending Corp | COM | 408,375 | $4.18M | 2.2% | +26,561+7.0% | Added | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 147,254 | $5.31M | 2.9% | −33,814−18.7% | Reduced | – |
| FIVNFive9, Inc. | COM | 58,958 | $5.37M | 2.9% | +58,958 | New | History |
| AVPTAvePoint, Inc. | COM CL A | 1,260,020 | $5.47M | 2.9% | −146,588−10.4% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 38,092 | $6.14M | 3.3% | +18,824+97.7% | Added | History |
| CROXCrocs, Inc. | COM | 127,336 | $6.20M | 3.3% | +69,964+121.9% | Added | History |
| JBIJanus International Group, Inc. | COMMON STOCK | 695,952 | $6.28M | 3.4% | −32,367−4.4% | Reduced | History |
| SPTSprout Social, Inc. | COM CL A | 114,813 | $6.67M | 3.6% | +37,343+48.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 3,187 | $6.95M | 3.7% | +350+12.3% | Added | History |
| PLNTPlanet Fitness, Inc. | CL A | 152,496 | $10.4M | 5.6% | +10,945+7.7% | Added | History |
| DECKDeckers Outdoor Corp | COM | 41,094 | $10.5M | 5.6% | +4,899+13.5% | Added | History |
| BYDBoyd Gaming Corp | COM | 213,316 | $10.6M | 5.7% | +57,517+36.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 103,020 | $10.9M | 5.9% | +22,940+28.6% | AddedConverted for a 20-for-1 split | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 311,367 | $11.1M | 6.0% | +45,616+17.2% | Added | History |
| GDDYGoDaddy Inc. | CL A | 165,216 | $11.5M | 6.2% | +13,374+8.8% | Added | History |
| CALYCallaway Golf Co | COM | 564,576 | $11.5M | 6.2% | −23,250−4.0% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 1,510,105 | $12.4M | 6.7% | +202,530+15.5% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 137,789 | $18.5M | 10.0% | +28,752+26.4% | Added | History |
| DXCDXC Technology Co | Stock | 716,002 | $21.7M | 11.7% | +17,163+2.5% | Added | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.