BWCP, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$612.2B
Holdings
27
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (27 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZETAZETA GLOBAL HOLDINGS CORP | 2,740,611 | $42.5B | 6.93% | |
| 2 | BYDBOYD GAMING CORP | 534,108 | $41.8B | 6.83% | |
| 3 | PLNTPLANET FITNESS INC | 280,204 | $30.6B | 4.99% | |
| 4 | UALUNITED AIRLS HLDGS INC | 366,830 | $29.2B | 4.77% | |
| 5 | CPNGCOUPANG INC | 949,850 | $28.5B | 4.65% | |
| 6 | SNSHARKNINJA INC | 284,275 | $28.1B | 4.60% | |
| 7 | ADSKAUTODESK INC | 88,502 | $27.4B | 4.48% | |
| 8 | INTUINTUIT | 34,548 | $27.2B | 4.44% | |
| 9 | DKNGDRAFTKINGS INC NEW | 622,175 | $26.7B | 4.36% | |
| 10 | AMZNAMAZON COM INC | 114,756 | $25.2B | 4.11% | |
| 11 | MSFTMICROSOFT CORP | 50,247 | $25.0B | 4.08% | |
| 12 | CNKCINEMARK HLDGS INC | 818,011 | $24.7B | 4.03% | |
| 13 | VRTVERTIV HOLDINGS CO | 184,833 | $23.7B | 3.88% | |
| 14 | COHRCOHERENT CORP | 264,720 | $23.6B | 3.86% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 95,962 | $21.7B | 3.55% | |
| 16 | EYENATIONAL VISION HLDGS INC | 942,096 | $21.7B | 3.54% | |
| 17 | AXONAXON ENTERPRISE INC | 25,560 | $21.2B | 3.46% | |
| 18 | FIXCOMFORT SYS USA INC | 38,796 | $20.8B | 3.40% | |
| 19 | SESEA LTD | 126,073 | $20.2B | 3.29% | |
| 20 | LULULULULEMON ATHLETICA INC | 72,108 | $17.1B | 2.80% | |
| 21 | ASOACADEMY SPORTS & OUTDOORS IN | 365,410 | $16.4B | 2.67% | |
| 22 | MNDYMONDAY COM LTD | 51,385 | $16.2B | 2.64% | |
| 23 | UUNITY SOFTWARE INC | 550,583 | $13.3B | 2.18% | |
| 24 | GRNDGRINDR INC | 577,393 | $13.1B | 2.14% | |
| 25 | AMTAMERICAN TOWER CORP NEW | 44,979 | $9.9B | 1.62% | |
| 26 | SPOTSPOTIFY TECHNOLOGY S A | 10,852 | $8.3B | 1.36% | |
| 27 | GPGICOMPOSECURE INC | 580,977 | $8.2B | 1.34% |