BWCP, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$577.1B
Holdings
23
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ZETAZETA GLOBAL HOLDINGS CORP | 2,884,248 | $57.3B | 9.93% | |
| 2 | MSFTMICROSOFT CORP | 91,008 | $47.1B | 8.17% | |
| 3 | BYDBOYD GAMING CORP | 476,929 | $41.2B | 7.14% | |
| 4 | UALUNITED AIRLS HLDGS INC | 395,245 | $38.1B | 6.61% | |
| 5 | COHRCOHERENT CORP | 310,320 | $33.4B | 5.79% | |
| 6 | CPNGCOUPANG INC | 1,024,699 | $33.0B | 5.72% | |
| 7 | FIXCOMFORT SYS USA INC | 39,770 | $32.8B | 5.69% | |
| 8 | EYENATIONAL VISION HLDGS INC | 927,471 | $27.1B | 4.69% | |
| 9 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 95,859 | $26.8B | 4.64% | |
| 10 | PLNTPLANET FITNESS INC | 248,300 | $25.8B | 4.47% | |
| 11 | SNSHARKNINJA INC | 244,987 | $25.3B | 4.38% | |
| 12 | JHXJAMES HARDIE INDS PLC | 1,292,202 | $24.8B | 4.30% | |
| 13 | DKNGDRAFTKINGS INC NEW | 608,656 | $22.8B | 3.94% | |
| 14 | ADSKAUTODESK INC | 71,373 | $22.7B | 3.93% | |
| 15 | AMZNAMAZON COM INC | 99,290 | $21.8B | 3.78% | |
| 16 | PRMBPRIMO BRANDS CORPORATION | 933,748 | $20.6B | 3.58% | |
| 17 | ONONON HLDG AG | 422,706 | $17.9B | 3.10% | |
| 18 | AXONAXON ENTERPRISE INC | 23,261 | $16.7B | 2.89% | |
| 19 | VRTVERTIV HOLDINGS CO | 89,691 | $13.5B | 2.34% | |
| 20 | PCORPROCORE TECHNOLOGIES INC | 149,579 | $10.9B | 1.89% | |
| 21 | WIXWIX COM LTD | 48,751 | $8.7B | 1.50% | |
| 22 | AMTAMERICAN TOWER CORP NEW | 44,202 | $8.5B | 1.47% | |
| 23 | BLNDBLEND LABS INC | 67,935 | $248.0M | 0.04% |