13F HOLDINGS REPORT
BWCP, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001787893-25-000002
Total Value
$464.7M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BOYD GAMING CORP | BYD | 489,369 | $35.5M | 7.64% |
| 2 | UNITED AIRLS HLDGS INC | UNTCW | 313,390 | $30.4M | 6.55% |
| 3 | AUTODESK INC | ADSK | 86,085 | $25.4M | 5.48% |
| 4 | SKECHERS U S A INC | 830566105 | 377,024 | $25.4M | 5.46% |
| 5 | AMAZON COM INC | AMZN | 111,261 | $24.4M | 5.25% |
| 6 | LULULEMON ATHLETICA INC | LULU | 62,262 | $23.8M | 5.12% |
| 7 | ZETA GLOBAL HOLDINGS CORP | ZETA | 1,295,523 | $23.3M | 5.02% |
| 8 | UNITED PARKS & RESORTS INC | PRKS | 412,064 | $23.2M | 4.98% |
| 9 | ACADEMY SPORTS & OUTDOORS IN | ASO | 399,425 | $23.0M | 4.95% |
| 10 | VERTIV HOLDINGS CO | VRT | 194,220 | $22.1M | 4.75% |
| 11 | NIKE INC | NKE | 281,042 | $21.3M | 4.58% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 94,865 | $18.7M | 4.03% |
| 13 | DRAFTKINGS INC NEW | DKNG | 492,923 | $18.3M | 3.95% |
| 14 | AXON ENTERPRISE INC | AXON | 29,998 | $17.8M | 3.84% |
| 15 | COUPANG INC | CPNG | 772,621 | $17.0M | 3.65% |
| 16 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 1,981,553 | $15.6M | 3.35% |
| 17 | TYLER TECHNOLOGIES INC | TYL | 25,276 | $14.6M | 3.14% |
| 18 | SPROUT SOCIAL INC | SPT | 451,844 | $13.9M | 2.99% |
| 19 | CHARTER COMMUNICATIONS INC N | 16119P108 | 39,837 | $13.7M | 2.94% |
| 20 | SPOTIFY TECHNOLOGY S A | SPOT | 27,575 | $12.3M | 2.65% |
| 21 | GRINDR INC | GRND | 677,592 | $12.1M | 2.60% |
| 22 | AT&T INC | T-PC | 509,458 | $11.6M | 2.50% |
| 23 | COMPOSECURE INC | 20459V105 | 701,201 | $10.7M | 2.31% |
| 24 | REDDIT INC | RDDT | 39,014 | $6.4M | 1.37% |
| 25 | ZOOMINFO TECHNOLOGIES INC | GTM | 403,349 | $4.2M | 0.91% |