BWCP, LP
- SEC CIK
- 0001787893
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 27
- +3 vs. Q1 2025
- Portfolio value
- $612.2M
- +$118.8M (+24.1%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| GPGIGPGI, Inc. | COM CL A | 580,977 | $8.19M | 1.3% | −192,250−24.9% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 10,852 | $8.33M | 1.4% | −15,309−58.5% | Reduced | History |
| AMTAmerican Tower Corp | REIT | 44,979 | $9.94M | 1.6% | +44,979 | New | History |
| GRNDGrindr Inc. | COM | 577,393 | $13.1M | 2.1% | −519,193−47.3% | Reduced | History |
| UUnity Software Inc. | COM | 550,583 | $13.3M | 2.2% | +550,583 | New | History |
| MNDYmonday.com Ltd. | SHS | 51,385 | $16.2M | 2.6% | +51,385 | New | History |
| ASOAcademy Sports & Outdoors, Inc. | COM | 365,410 | $16.4M | 2.7% | −27,688−7.0% | Reduced | History |
| LULUlululemon athletica inc. | Stock | 72,108 | $17.1M | 2.8% | +20,999+41.1% | Added | History |
| SESea Ltd | SPONSORD ADS | 126,073 | $20.2M | 3.3% | +126,073 | New | History |
| FIXComfort Systems USA Inc | COM | 38,796 | $20.8M | 3.4% | +38,796 | New | History |
| AXONAxon Enterprise, Inc. | COM | 25,560 | $21.2M | 3.5% | −7,510−22.7% | Reduced | History |
| EYENational Vision Holdings, Inc. | COM | 942,096 | $21.7M | 3.5% | +942,096 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 95,962 | $21.7M | 3.6% | −44,572−31.7% | Reduced | History |
| COHRCoherent Corp. | COM | 264,720 | $23.6M | 3.9% | +264,720 | New | History |
| VRTVertiv Holdings Co | COM CL A | 184,833 | $23.7M | 3.9% | 00.0% | Unchanged | History |
| CNKCinemark Holdings, Inc. | COM | 818,011 | $24.7M | 4.0% | +818,011 | New | History |
| MSFTMicrosoft Corp | Stock | 50,247 | $25.0M | 4.1% | +50,247 | New | History |
| AMZNAmazon Com Inc | Stock | 114,756 | $25.2M | 4.1% | +114,756 | New | History |
| DKNGDraftKings Inc. | Stock | 622,175 | $26.7M | 4.4% | −123,481−16.6% | Reduced | History |
| INTUIntuit Inc. | Stock | 34,548 | $27.2M | 4.4% | +34,548 | New | History |
| ADSKAutodesk, Inc. | COM | 88,502 | $27.4M | 4.5% | −23,823−21.2% | Reduced | History |
| SNSharkNinja, Inc. | COM SHS | 284,275 | $28.1M | 4.6% | +83,339+41.5% | Added | History |
| CPNGCoupang, Inc. | CL A | 949,850 | $28.5M | 4.6% | −181,149−16.0% | Reduced | History |
| UALUnited Airlines Holdings, Inc. | COM | 366,830 | $29.2M | 4.8% | +10,607+3.0% | Added | History |
| PLNTPlanet Fitness, Inc. | CL A | 280,204 | $30.6M | 5.0% | −21,544−7.1% | Reduced | History |
| BYDBoyd Gaming Corp | COM | 534,108 | $41.8M | 6.8% | +14,877+2.9% | Added | History |
| ZETAZeta Global Holdings Corp. | CL A | 2,740,611 | $42.5M | 6.9% | +125,815+4.8% | Added | History |
Sold out since Q1 2025 (8)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| SKXSkechers USA Inc | CL A | 438,221 | $24.9M | 5.0% | History |
| SBUXStarbucks Corp | Stock | 205,442 | $20.2M | 4.1% | History |
| NKENIKE, Inc. | Stock | 297,891 | $18.9M | 3.8% | History |
| TAT&T Inc. | Stock | 646,060 | $18.3M | 3.7% | History |
| METAMeta Platforms, Inc. | Stock | 31,061 | $17.9M | 3.6% | History |
| WDAYWorkday, Inc. | CL A | 75,613 | $17.7M | 3.6% | History |
| WINGWingstop Inc. | COM | 73,165 | $16.5M | 3.3% | History |
| NFLXNetflix Inc | Stock | 11,920 | $11.1M | 2.3% | History |