BWCP, LP
- SEC CIK
- 0001787893
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 14, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 16
- −3 vs. Q3 2022
- Portfolio value
- $226.7M
- +$34.4M (+17.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VRTVertiv Holdings Co | COM CL A | 2,199,823 | $30.0M | 13.3% | +145,163+7.1% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 143,834 | $20.1M | 8.9% | −18,084−11.2% | Reduced | History |
| DECKDeckers Outdoor Corp | COM | 49,513 | $19.8M | 8.7% | +4,942+11.1% | Added | History |
| BYDBoyd Gaming Corp | COM | 313,618 | $17.1M | 7.5% | +44,826+16.7% | Added | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 322,799 | $17.0M | 7.5% | +724+0.2% | Added | History |
| GDDYGoDaddy Inc. | CL A | 211,854 | $15.9M | 7.0% | +10,597+5.3% | Added | History |
| WDAYWorkday, Inc. | CL A | 93,394 | $15.6M | 6.9% | +45,252+94.0% | Added | History |
| CROXCrocs, Inc. | COM | 141,903 | $15.4M | 6.8% | −17,357−10.9% | Reduced | History |
| CALYCallaway Golf Co | COM | 716,252 | $14.1M | 6.2% | +104,314+17.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 147,200 | $12.4M | 5.5% | +31,117+26.8% | Added | History |
| DXCDXC Technology Co | Stock | 410,513 | $10.9M | 4.8% | −12,550−3.0% | Reduced | History |
| TYLTyler Technologies Inc | COM | 33,650 | $10.8M | 4.8% | +33,650 | New | History |
| CHTRCharter Communications, Inc. | CL A | 29,431 | $9.98M | 4.4% | +29,431 | New | History |
| JBIJanus International Group, Inc. | COMMON STOCK | 697,043 | $6.64M | 2.9% | 00.0% | Unchanged | History |
| Liberty Media Corp531229409 | COM A SIRIUSXM | 163,171 | $6.41M | 2.8% | +25,766+18.8% | Added | – |
| SPTSprout Social, Inc. | COM CL A | 79,842 | $4.51M | 2.0% | −619−0.8% | Reduced | History |
Sold out since Q3 2022 (5)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| FIVNFive9, Inc. | COM | 83,131 | $6.23M | 3.2% | History |
| METAMeta Platforms, Inc. | Stock | 43,286 | $5.87M | 3.1% | History |
| PPLIPeople Inc | COM NEW | 104,678 | $5.80M | 3.0% | History |
| AVPTAvePoint, Inc. | COM CL A | 1,043,690 | $4.18M | 2.2% | History |
| DOCNDigitalOcean Holdings, Inc. | COM | 110,288 | $3.99M | 2.1% | History |