BWCP, LP Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$493.4B
Holdings
24
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZETAZETA GLOBAL HOLDINGS CORP | 2,614,796 | $35.5B | 7.19% | |
| 2 | BYDBOYD GAMING CORP | 519,231 | $34.2B | 6.93% | |
| 3 | ADSKAUTODESK INC | 112,325 | $29.4B | 5.96% | |
| 4 | PLNTPLANET FITNESS INC | 301,748 | $29.2B | 5.91% | |
| 5 | SKAASKECHERS USA INC | 438,221 | $24.9B | 5.04% | |
| 6 | CPNGCOUPANG INC | 1,130,999 | $24.8B | 5.03% | |
| 7 | DKNGDRAFTKINGS INC NEW | 745,656 | $24.8B | 5.02% | |
| 8 | UALUNITED AIRLINES HOLDINGS INC | 356,223 | $24.6B | 4.99% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 140,534 | $23.3B | 4.73% | |
| 10 | SBUXSTARBUCKS CORP | 205,442 | $20.2B | 4.08% | |
| 11 | GRNDGRINDR INC | 1,096,586 | $19.6B | 3.98% | |
| 12 | NKENIKE INC -CL B | 297,891 | $18.9B | 3.83% | |
| 13 | TAT&T INC | 646,060 | $18.3B | 3.70% | |
| 14 | ASOACADEMY SPORTS & OUTDOORS IN | 393,098 | $17.9B | 3.63% | |
| 15 | METAMETA PLATFORMS INC | 31,061 | $17.9B | 3.63% | |
| 16 | WDAYWORKDAY INC | 75,613 | $17.7B | 3.58% | |
| 17 | AXONAXON ENTERPRISE INC | 33,070 | $17.4B | 3.53% | |
| 18 | SNSHARKNINJA INC | 200,936 | $16.8B | 3.40% | |
| 19 | WINGWINGSTOP INC | 73,165 | $16.5B | 3.35% | |
| 20 | LULULULULEMON ATHLETICA INC | 51,109 | $14.5B | 2.93% | |
| 21 | SPOTSPOTIFY TECHNOLOGY SA | 26,161 | $14.4B | 2.92% | |
| 22 | VRTVERTIV HOLDINGS CO | 184,833 | $13.3B | 2.70% | |
| 23 | NFLXNETFLIX INC | 11,920 | $11.1B | 2.25% | |
| 24 | GPGICOMPOSECURE INC | 773,227 | $8.4B | 1.70% |