13F HOLDINGS REPORT
BWCP, LP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001682475-25-000006
Total Value
$612.2M
Positions
27
Other Managers
0
Confidential Omitted
No
Holdings (27)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ZETA GLOBAL HOLDINGS CORP | ZETA | 2,740,611 | $42.5M | 6.93% |
| 2 | BOYD GAMING CORP | BYD | 534,108 | $41.8M | 6.83% |
| 3 | PLANET FITNESS INC | PLNT | 280,204 | $30.6M | 4.99% |
| 4 | UNITED AIRLS HLDGS INC | UNTCW | 366,830 | $29.2M | 4.77% |
| 5 | COUPANG INC | CPNG | 949,850 | $28.5M | 4.65% |
| 6 | SHARKNINJA INC | SN | 284,275 | $28.1M | 4.60% |
| 7 | AUTODESK INC | ADSK | 88,502 | $27.4M | 4.48% |
| 8 | INTUIT | INTU | 34,548 | $27.2M | 4.44% |
| 9 | DRAFTKINGS INC NEW | DKNG | 622,175 | $26.7M | 4.36% |
| 10 | AMAZON COM INC | AMZN | 114,756 | $25.2M | 4.11% |
| 11 | MICROSOFT CORP | MSFT | 50,247 | $25.0M | 4.08% |
| 12 | CINEMARK HLDGS INC | CNK | 818,011 | $24.7M | 4.03% |
| 13 | VERTIV HOLDINGS CO | VRT | 184,833 | $23.7M | 3.88% |
| 14 | COHERENT CORP | COHR | 264,720 | $23.6M | 3.86% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 95,962 | $21.7M | 3.55% |
| 16 | NATIONAL VISION HLDGS INC | EYE | 942,096 | $21.7M | 3.54% |
| 17 | AXON ENTERPRISE INC | AXON | 25,560 | $21.2M | 3.46% |
| 18 | COMFORT SYS USA INC | 199908104 | 38,796 | $20.8M | 3.40% |
| 19 | SEA LTD | SE | 126,073 | $20.2M | 3.29% |
| 20 | LULULEMON ATHLETICA INC | LULU | 72,108 | $17.1M | 2.80% |
| 21 | ACADEMY SPORTS & OUTDOORS IN | ASO | 365,410 | $16.4M | 2.67% |
| 22 | MONDAY COM LTD | MNDY | 51,385 | $16.2M | 2.64% |
| 23 | UNITY SOFTWARE INC | U | 550,583 | $13.3M | 2.18% |
| 24 | GRINDR INC | GRND | 577,393 | $13.1M | 2.14% |
| 25 | AMERICAN TOWER CORP NEW | 03027X100 | 44,979 | $9.9M | 1.62% |
| 26 | SPOTIFY TECHNOLOGY S A | SPOT | 10,852 | $8.3M | 1.36% |
| 27 | COMPOSECURE INC | 20459V105 | 580,977 | $8.2M | 1.34% |