CIK 1787893
BWCP, LP
Institutional 13F holdings & portfolio
Holdings
29
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 1–29 of 29
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| ZETA | ZETA GLOBAL HOLDINGS CORP | 3.2M | $1M+ | SH |
| UAL | UNITED AIRLS HLDGS INC | 380K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 73K | $1M+ | SH |
| BYD | BOYD GAMING CORP | 403K | $1M+ | SH |
| FIX | COMFORT SYS USA INC | 34K | $1M+ | SH |
| ADSK | AUTODESK INC | 104K | $1M+ | SH |
| AMZN | AMAZON COM INC | 117K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 88K | $1M+ | SH |
| DKNG | DRAFTKINGS INC NEW | 756K | $1M+ | SH |
| ONON | ON HLDG AG | 547K | $1M+ | SH |
| AXON | AXON ENTERPRISE INC | 40K | $1M+ | SH |
| JHX | JAMES HARDIE INDS PLC | 1.0M | $1M+ | SH |
| CPNG | COUPANG INC | 871K | $1M+ | SH |
| PLNT | PLANET FITNESS INC | 166K | $1M+ | SH |
| COHR | COHERENT CORP | 95K | $1M+ | SH |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | 1.5M | $1M+ | SH |
| PRMB | PRIMO BRANDS CORPORATION | 1.0M | $1M+ | SH |
| ASO | ACADEMY SPORTS & OUTDOORS IN | 328K | $1M+ | SH |
| EYE | NATIONAL VISION HLDGS INC | 628K | $1M+ | SH |
| SN | SHARKNINJA INC | 130K | $1M+ | SH |
| GRND | GRINDR INC | 1.1M | $1M+ | SH |
| DASH | DOORDASH INC | 52K | $1M+ | SH |
| BIRK | BIRKENSTOCK HOLDING PLC | 267K | $1M+ | SH |
| AMT | AMERICAN TOWER CORP NEW | 59K | $1M+ | SH |
| COMP | COMPASS INC | 674K | $1M+ | SH |
| VRT | VERTIV HOLDINGS CO | 40K | $1M+ | SH |
| GAP | GAP INC | 220K | $1M+ | SH |
| URBN | URBAN OUTFITTERS INC | 70K | $1M+ | SH |
| M | MACYS INC | 233K | $1M+ | SH |