Stock Taper 
BWCP, LP
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 10.62K | $21.12M |
 Comfort Systems USA, Inc. | FIX | 12.1K | $23.99M |
 Meta Platforms, Inc. | META | 33.53K | $18.88M |
 MKS Inc. | MKSI | 60.87K | $27.07M |
 Motorola Solutions, Inc. | MSI | 78.89K | $32.76M |
 TD Synnex Corp | SNX | 87.22K | $23.32M |
 American Tower Corporation | AMT | 88.42K | $14.46M |
 Amazon.com, Inc. | AMZN | 98.98K | $23.59M |
 Reddit, Inc. | RDDT | 118.84K | $20.63M |
 Solaris Energy Infrastructure, Inc. | SEI | 172.22K | $13.86M |
 TTM Technologies, Inc. | TTMI | 181.48K | $33.94M |
 Lindblad Expeditions Holdings, Inc. | LIND | 224.2K | $6.33M |
 Aramark | ARMK | 388.91K | $22.13M |
 United Airlines Holdings, Inc. | UAL | 431.74K | $58.71M |
 Boyd Gaming Corporation | BYD | 500.57K | $44.22M |
 On Holding AG | ONON | 724.44K | $25.66M |
 Amer Sports, Inc. | AS | 1.16M | $39.18M |
 Primo Brands Corporation | PRMB | 1.22M | $29.91M |
 James Hardie Industries plc | JHX | 1.38M | $36.13M |
 First Watch Restaurant Group, Inc. | FWRG | 1.5M | $19.37M |