BWCP, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZETA | 2.88M | $57.31M |
 | JHX | 1.29M | $24.82M |
 | CPNG | 1.02M | $33.00M |
 | PRMB | 934K | $20.64M |
 | EYE | 927K | $27.07M |
 | DKNG | 609K | $22.76M |
 | BYD | 477K | $41.23M |
 | ONON | 423K | $17.90M |
 | UAL | 395K | $38.14M |
 | COHR | 310K | $33.43M |
 | PLNT | 248K | $25.77M |
 | SN | 245K | $25.27M |
 | PCOR | 150K | $10.91M |
 | AMZN | 99K | $21.80M |
 | TSM | 96K | $26.77M |
 | MSFT | 91K | $47.14M |
 | VRT | 90K | $13.53M |
 | ADSK | 71K | $22.67M |
 | BLND | 68K | $247.96K |
 | WIX | 49K | $8.66M |
Zeta Global Holdings Corp.
ZETA
Shares Held
2.88M
Value
$57.31M
James Hardie Industries plc
JHX
Shares Held
1.29M
Value
$24.82M
Coupang, Inc.
CPNG
Shares Held
1.02M
Value
$33.00M
Primo Brands Corporation
PRMB
Shares Held
934K
Value
$20.64M
National Vision Holdings, Inc.
EYE
Shares Held
927K
Value
$27.07M
DraftKings Inc.
DKNG
Shares Held
609K
Value
$22.76M
Boyd Gaming Corporation
BYD
Shares Held
477K
Value
$41.23M
On Holding AG
ONON
Shares Held
423K
Value
$17.90M
United Airlines Holdings, Inc.
UAL
Shares Held
395K
Value
$38.14M
Coherent, Inc.
COHR
Shares Held
310K
Value
$33.43M
Planet Fitness, Inc.
PLNT
Shares Held
248K
Value
$25.77M
SharkNinja, Inc.
SN
Shares Held
245K
Value
$25.27M
Procore Technologies, Inc.
PCOR
Shares Held
150K
Value
$10.91M
Amazon.com, Inc.
AMZN
Shares Held
99K
Value
$21.80M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
96K
Value
$26.77M
Microsoft Corporation
MSFT
Shares Held
91K
Value
$47.14M
Vertiv Holdings Co
VRT
Shares Held
90K
Value
$13.53M
Autodesk, Inc.
ADSK
Shares Held
71K
Value
$22.67M
Blend Labs, Inc.
BLND
Shares Held
68K
Value
$247.96K
Wix.com Ltd.
WIX
Shares Held
49K
Value
$8.66M