BWCP, LP
- SEC CIK
- 0001787893
- Latest filing
- Aug 14, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 15, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 19
- −1 vs. Q2 2022
- Portfolio value
- $192.2M
- +$6.46M (+3.5%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DOCNDigitalOcean Holdings, Inc. | COM | 110,288 | $3.99M | 2.1% | +12,459+12.7% | Added | History |
| AVPTAvePoint, Inc. | COM CL A | 1,043,690 | $4.18M | 2.2% | −216,330−17.2% | Reduced | History |
| SPTSprout Social, Inc. | COM CL A | 80,461 | $4.88M | 2.5% | −34,352−29.9% | Reduced | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 137,405 | $5.23M | 2.7% | −9,849−6.7% | Reduced | – |
| PPLIPeople Inc | COM NEW | 104,678 | $5.80M | 3.0% | +104,678 | New | History |
| METAMeta Platforms, Inc. | Stock | 43,286 | $5.87M | 3.1% | +5,194+13.6% | Added | History |
| JBIJanus International Group, Inc. | COMMON STOCK | 697,043 | $6.22M | 3.2% | +1,091+0.2% | Added | History |
| FIVNFive9, Inc. | COM | 83,131 | $6.23M | 3.2% | +24,173+41.0% | Added | History |
| WDAYWorkday, Inc. | CL A | 48,142 | $7.33M | 3.8% | +48,142 | New | History |
| DXCDXC Technology Co | Stock | 423,063 | $10.4M | 5.4% | −292,939−40.9% | Reduced | History |
| CROXCrocs, Inc. | COM | 159,260 | $10.9M | 5.7% | +31,924+25.1% | Added | History |
| CALYCallaway Golf Co | COM | 611,938 | $11.8M | 6.1% | +47,362+8.4% | Added | History |
| BYDBoyd Gaming Corp | COM | 268,792 | $12.8M | 6.7% | +55,476+26.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 116,083 | $13.1M | 6.8% | +13,063+12.7% | Added | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 322,075 | $13.6M | 7.1% | +10,708+3.4% | Added | History |
| DECKDeckers Outdoor Corp | COM | 44,571 | $13.9M | 7.2% | +3,477+8.5% | Added | History |
| GDDYGoDaddy Inc. | CL A | 201,257 | $14.3M | 7.4% | +36,041+21.8% | Added | History |
| VRTVertiv Holdings Co | COM CL A | 2,054,660 | $20.0M | 10.4% | +544,555+36.1% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 161,918 | $21.7M | 11.3% | +24,129+17.5% | Added | History |
Sold out since Q2 2022 (3)
Positions held at the end of Q2 2022 that are gone from this filing.