BWCP, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ZETA | 3.19M | $64.84M |
 | MODG | 1.50M | $17.52M |
 | GRND | 1.07M | $14.44M |
 | JHX | 1.05M | $21.76M |
 | PRMB | 1.00M | $16.41M |
 | CPNG | 871K | $20.56M |
 | DKNG | 756K | $26.06M |
 | COMP | 674K | $7.13M |
 | EYE | 628K | $16.20M |
 | ONON | 547K | $25.43M |
 | BYD | 403K | $34.32M |
 | UAL | 380K | $42.48M |
 | ASO | 328K | $16.40M |
 | BIRK | 267K | $10.91M |
 | M | 233K | $5.14M |
 | PLNT | 166K | $17.95M |
 | SN | 130K | $14.58M |
 | AMZN | 117K | $27.06M |
 | ADSK | 104K | $30.75M |
 | COHR | 95K | $17.54M |
Zeta Global Holdings Corp.
ZETA
Shares Held
3.19M
Value
$64.84M
Topgolf Callaway Brands Corp.
MODG
Shares Held
1.50M
Value
$17.52M
Grindr Inc.
GRND
Shares Held
1.07M
Value
$14.44M
James Hardie Industries plc
JHX
Shares Held
1.05M
Value
$21.76M
Primo Brands Corporation
PRMB
Shares Held
1.00M
Value
$16.41M
Coupang, Inc.
CPNG
Shares Held
871K
Value
$20.56M
DraftKings Inc.
DKNG
Shares Held
756K
Value
$26.06M
Compass, Inc.
COMP
Shares Held
674K
Value
$7.13M
National Vision Holdings, Inc.
EYE
Shares Held
628K
Value
$16.20M
On Holding AG
ONON
Shares Held
547K
Value
$25.43M
Boyd Gaming Corporation
BYD
Shares Held
403K
Value
$34.32M
United Airlines Holdings, Inc.
UAL
Shares Held
380K
Value
$42.48M
Academy Sports and Outdoors, Inc.
ASO
Shares Held
328K
Value
$16.40M
Birkenstock Holding plc
BIRK
Shares Held
267K
Value
$10.91M
Macy's, Inc.
M
Shares Held
233K
Value
$5.14M
Planet Fitness, Inc.
PLNT
Shares Held
166K
Value
$17.95M
SharkNinja, Inc.
SN
Shares Held
130K
Value
$14.58M
Amazon.com, Inc.
AMZN
Shares Held
117K
Value
$27.06M
Autodesk, Inc.
ADSK
Shares Held
104K
Value
$30.75M
Coherent, Inc.
COHR
Shares Held
95K
Value
$17.54M