BWCP, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZETA | 4.51M | $71.83M |
 | GRND | 1.57M | $18.93M |
 | FWRG | 1.36M | $14.23M |
 | COMP | 1.30M | $9.52M |
 | JHX | 1.21M | $22.94M |
 | PRMB | 1.18M | $22.14M |
 | LIND | 866K | $14.98M |
 | PUMP | 800K | $11.53M |
 | EYE | 794K | $20.56M |
 | AS | 731K | $24.08M |
 | ONON | 681K | $23.16M |
 | BYD | 464K | $38.14M |
 | UAL | 453K | $41.70M |
 | SN | 232K | $24.59M |
 | AMZN | 146K | $30.50M |
 | DOCN | 138K | $11.87M |
 | DASH | 101K | $15.10M |
 | MSI | 86K | $37.53M |
 | AMT | 85K | $14.66M |
 | TSM | 73K | $24.74M |
Zeta Global Holdings Corp.
ZETA
Shares Held
4.51M
Value
$71.83M
Grindr Inc.
GRND
Shares Held
1.57M
Value
$18.93M
First Watch Restaurant Group, Inc.
FWRG
Shares Held
1.36M
Value
$14.23M
Compass, Inc.
COMP
Shares Held
1.30M
Value
$9.52M
James Hardie Industries plc
JHX
Shares Held
1.21M
Value
$22.94M
Primo Brands Corporation
PRMB
Shares Held
1.18M
Value
$22.14M
Lindblad Expeditions Holdings, Inc.
LIND
Shares Held
866K
Value
$14.98M
ProPetro Holding Corp.
PUMP
Shares Held
800K
Value
$11.53M
National Vision Holdings, Inc.
EYE
Shares Held
794K
Value
$20.56M
Amer Sports, Inc.
AS
Shares Held
731K
Value
$24.08M
On Holding AG
ONON
Shares Held
681K
Value
$23.16M
Boyd Gaming Corporation
BYD
Shares Held
464K
Value
$38.14M
United Airlines Holdings, Inc.
UAL
Shares Held
453K
Value
$41.70M
SharkNinja, Inc.
SN
Shares Held
232K
Value
$24.59M
Amazon.com, Inc.
AMZN
Shares Held
146K
Value
$30.50M
DigitalOcean Holdings, Inc.
DOCN
Shares Held
138K
Value
$11.87M
DoorDash, Inc.
DASH
Shares Held
101K
Value
$15.10M
Motorola Solutions, Inc.
MSI
Shares Held
86K
Value
$37.53M
American Tower Corporation
AMT
Shares Held
85K
Value
$14.66M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
73K
Value
$24.74M