BWCP, LP
- SEC CIK
- 0001787893
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 25
- −1 vs. Q3 2024
- Portfolio value
- $464.7M
- +$13.7M (+3.0%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BYDBoyd Gaming Corp | COM | 489,369 | $35.5M | 7.6% | −66,571−12.0% | Reduced | History |
| UALUnited Airlines Holdings, Inc. | COM | 313,390 | $30.4M | 6.5% | +313,390 | New | History |
| ADSKAutodesk, Inc. | COM | 86,085 | $25.4M | 5.5% | +1,468+1.7% | Added | History |
| SKXSkechers USA Inc | CL A | 377,024 | $25.4M | 5.5% | +67,635+21.9% | Added | History |
| AMZNAmazon Com Inc | Stock | 111,261 | $24.4M | 5.3% | −7,333−6.2% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 62,262 | $23.8M | 5.1% | +1,380+2.3% | Added | History |
| ZETAZeta Global Holdings Corp. | CL A | 1,295,523 | $23.3M | 5.0% | +271,708+26.5% | Added | History |
| PRKSUnited Parks & Resorts Inc. | COM | 412,064 | $23.2M | 5.0% | +42,624+11.5% | Added | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 399,425 | $23.0M | 4.9% | −18,751−4.5% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 194,220 | $22.1M | 4.7% | −108,426−35.8% | Reduced | History |
| NKENIKE, Inc. | Stock | 281,042 | $21.3M | 4.6% | +281,042 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 94,865 | $18.7M | 4.0% | −8,122−7.9% | Reduced | History |
| DKNGDraftKings Inc. | Stock | 492,923 | $18.3M | 3.9% | +94,582+23.7% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 29,998 | $17.8M | 3.8% | −1,324−4.2% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 772,621 | $17.0M | 3.7% | −185,070−19.3% | Reduced | History |
| CALYCallaway Golf Co | COM | 1,981,553 | $15.6M | 3.4% | +45,818+2.4% | Added | History |
| TYLTyler Technologies Inc | COM | 25,276 | $14.6M | 3.1% | +8,094+47.1% | Added | History |
| SPTSprout Social, Inc. | COM CL A | 451,844 | $13.9M | 3.0% | −87,728−16.3% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 39,837 | $13.7M | 2.9% | +39,837 | New | History |
| SPOTSpotify Technology S.A. | Stock | 27,575 | $12.3M | 2.7% | −19,388−41.3% | Reduced | History |
| GRNDGrindr Inc. | COM | 677,592 | $12.1M | 2.6% | +677,592 | New | History |
| TAT&T Inc. | Stock | 509,458 | $11.6M | 2.5% | +509,458 | New | History |
| GPGIGPGI, Inc. | COM CL A | 701,201 | $10.7M | 2.3% | +79,634+12.8% | Added | History |
| RDDTReddit, Inc. | Stock | 39,014 | $6.38M | 1.4% | +39,014 | New | History |
| GTMZoomInfo Technologies Inc. | Stock | 403,349 | $4.24M | 0.9% | −666,720−62.3% | Reduced | History |
Sold out since Q3 2024 (7)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| DHIHorton D R Inc | COM | 98,213 | $18.7M | 4.2% | History |
| KTBKontoor Brands, Inc. | Stock | 210,364 | $17.2M | 3.8% | History |
| EDREndeavor Group Holdings, Inc. | CL A COM | 410,295 | $11.7M | 2.6% | History |
| TMUST-Mobile US, Inc. | Stock | 50,143 | $10.3M | 2.3% | History |
| METAMeta Platforms, Inc. | Stock | 15,331 | $8.78M | 1.9% | History |
| PCORProcore Technologies, Inc. | COM | 79,834 | $4.93M | 1.1% | History |
| JBIJanus International Group, Inc. | COMMON STOCK | 335,983 | $3.40M | 0.8% | History |