BWCP, LP
- SEC CIK
- 0001787893
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 24
- −1 vs. Q4 2024
- Portfolio value
- $493.4M
- +$28.7M (+6.2%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ZETAZeta Global Holdings Corp. | CL A | 2,614,796 | $35.5M | 7.2% | +1,319,273+101.8% | Added | History |
| BYDBoyd Gaming Corp | COM | 519,231 | $34.2M | 6.9% | +29,862+6.1% | Added | History |
| ADSKAutodesk, Inc. | COM | 112,325 | $29.4M | 6.0% | +26,240+30.5% | Added | History |
| PLNTPlanet Fitness, Inc. | CL A | 301,748 | $29.2M | 5.9% | +301,748 | New | History |
| SKXSkechers USA Inc | CL A | 438,221 | $24.9M | 5.0% | +61,197+16.2% | Added | History |
| CPNGCoupang, Inc. | CL A | 1,130,999 | $24.8M | 5.0% | +358,378+46.4% | Added | History |
| DKNGDraftKings Inc. | Stock | 745,656 | $24.8M | 5.0% | +252,733+51.3% | Added | History |
| UALUnited Airlines Holdings, Inc. | COM | 356,223 | $24.6M | 5.0% | +42,833+13.7% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 140,534 | $23.3M | 4.7% | +45,669+48.1% | Added | History |
| SBUXStarbucks Corp | Stock | 205,442 | $20.2M | 4.1% | +205,442 | New | History |
| GRNDGrindr Inc. | COM | 1,096,586 | $19.6M | 4.0% | +418,994+61.8% | Added | History |
| NKENIKE, Inc. | Stock | 297,891 | $18.9M | 3.8% | +16,849+6.0% | Added | History |
| TAT&T Inc. | Stock | 646,060 | $18.3M | 3.7% | +136,602+26.8% | Added | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 393,098 | $17.9M | 3.6% | −6,327−1.6% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 31,061 | $17.9M | 3.6% | +31,061 | New | History |
| WDAYWorkday, Inc. | CL A | 75,613 | $17.7M | 3.6% | +75,613 | New | History |
| AXONAxon Enterprise, Inc. | COM | 33,070 | $17.4M | 3.5% | +3,072+10.2% | Added | History |
| SNSharkNinja, Inc. | COM SHS | 200,936 | $16.8M | 3.4% | +200,936 | New | History |
| WINGWingstop Inc. | COM | 73,165 | $16.5M | 3.3% | +73,165 | New | History |
| LULUlululemon athletica inc. | Stock | 51,109 | $14.5M | 2.9% | −11,153−17.9% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 26,161 | $14.4M | 2.9% | −1,414−5.1% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 184,833 | $13.3M | 2.7% | −9,387−4.8% | Reduced | History |
| NFLXNetflix Inc | Stock | 11,920 | $11.1M | 2.3% | +11,920 | New | History |
| GPGIGPGI, Inc. | COM CL A | 773,227 | $8.40M | 1.7% | +72,026+10.3% | Added | History |
Sold out since Q4 2024 (8)
Positions held at the end of Q4 2024 that are gone from this filing.
| Security | Class | Shares in Q4 2024 | Value in Q4 2024 | % of portfolio in Q4 2024 | History |
|---|---|---|---|---|---|
| AMZNAmazon Com Inc | Stock | 111,261 | $24.4M | 5.3% | History |
| PRKSUnited Parks & Resorts Inc. | COM | 412,064 | $23.2M | 5.0% | History |
| CALYCallaway Golf Co | COM | 1,981,553 | $15.6M | 3.4% | History |
| TYLTyler Technologies Inc | COM | 25,276 | $14.6M | 3.1% | History |
| SPTSprout Social, Inc. | COM CL A | 451,844 | $13.9M | 3.0% | History |
| CHTRCharter Communications, Inc. | CL A | 39,837 | $13.7M | 2.9% | History |
| RDDTReddit, Inc. | Stock | 39,014 | $6.38M | 1.4% | History |
| GTMZoomInfo Technologies Inc. | Stock | 403,349 | $4.24M | 0.9% | History |