Universe · entity
BWCP, LP
Institutional manager (13F) · CIK 1787893
13F holdings · as of 2026-03-31 · top 27 · reported portfolio $656M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ZETA GLOBAL HOLDINGS CORP | $72M | 4,511,645 |
| 2 | UNITED AIRLS HLDGS INC | $42M | 452,873 |
| 3 | BOYD GAMING CORP | $38M | 464,106 |
| 4 | MOTOROLA SOLUTIONS INC | $38M | 86,475 |
| 5 | META PLATFORMS INC | $33M | 58,489 |
| 6 | ASML HLDG NV | $32M | 24,511 |
| 7 | AMAZON COM INC | $30M | 146,443 |
| 8 | COMFORT SYS USA INC | $30M | 22,023 |
| 9 | TAIWAN SEMICONDUCTOR MANUFAC | $25M | 73,218 |
| 10 | SHARKNINJA INC | $25M | 232,172 |
| 11 | AMER SPORTS INC | $24M | 731,372 |
| 12 | ON HLDG AG | $23M | 680,733 |
| 13 | JAMES HARDIE INDS PLC | $23M | 1,210,956 |
| 14 | PRIMO BRANDS CORPORATION | $22M | 1,175,611 |
| 15 | NATIONAL VISION HLDGS INC | $21M | 793,807 |
| 16 | GRINDR INC | $19M | 1,565,451 |
| 17 | CALLAWAY GOLF CO | $19M | 1,358,453 |
| 18 | GPGI INC | $18M | 1,059,839 |
| 19 | DOORDASH INC | $15M | 100,562 |
| 20 | LINDBLAD EXPEDITIONS HLDGS I | $15M | 865,893 |
| 21 | GAP INC | $15M | 617,732 |
| 22 | AXON ENTERPRISE INC | $15M | 34,853 |
| 23 | AMERICAN TOWER CORP | $15M | 84,923 |
| 24 | FIRST WATCH RESTAURANT GROUP | $14M | 1,358,073 |
| 25 | DIGITALOCEAN HLDGS INC | $12M | 138,359 |
| 26 | PROPETRO HLDG CORP | $12M | 800,363 |
| 27 | COMPASS INC | $10M | 1,302,526 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.