BWCP, LP Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$464.7B
Holdings
25
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | BYDBOYD GAMING CORP | 489,369 | $35.5B | 7.64% | |
| 2 | UALUNITED AIRLS HLDGS INC | 313,390 | $30.4B | 6.55% | |
| 3 | ADSKAUTODESK INC | 86,085 | $25.4B | 5.48% | |
| 4 | SKAASKECHERS U S A INC | 377,024 | $25.4B | 5.46% | |
| 5 | AMZNAMAZON COM INC | 111,261 | $24.4B | 5.25% | |
| 6 | LULULULULEMON ATHLETICA INC | 62,262 | $23.8B | 5.12% | |
| 7 | ZETAZETA GLOBAL HOLDINGS CORP | 1,295,523 | $23.3B | 5.02% | |
| 8 | PRKSUNITED PARKS & RESORTS INC | 412,064 | $23.2B | 4.98% | |
| 9 | ASOACADEMY SPORTS & OUTDOORS IN | 399,425 | $23.0B | 4.95% | |
| 10 | VRTVERTIV HOLDINGS CO | 194,220 | $22.1B | 4.75% | |
| 11 | NKENIKE INC | 281,042 | $21.3B | 4.58% | |
| 12 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 94,865 | $18.7B | 4.03% | |
| 13 | DKNGDRAFTKINGS INC NEW | 492,923 | $18.3B | 3.95% | |
| 14 | AXONAXON ENTERPRISE INC | 29,998 | $17.8B | 3.84% | |
| 15 | CPNGCOUPANG INC | 772,621 | $17.0B | 3.65% | |
| 16 | CALYTOPGOLF CALLAWAY BRANDS CORP | 1,981,553 | $15.6B | 3.35% | |
| 17 | TYLTYLER TECHNOLOGIES INC | 25,276 | $14.6B | 3.14% | |
| 18 | SPTSPROUT SOCIAL INC | 451,844 | $13.9B | 2.99% | |
| 19 | CHTRCHARTER COMMUNICATIONS INC N | 39,837 | $13.7B | 2.94% | |
| 20 | SPOTSPOTIFY TECHNOLOGY S A | 27,575 | $12.3B | 2.65% | |
| 21 | GRNDGRINDR INC | 677,592 | $12.1B | 2.60% | |
| 22 | TAT&T INC | 509,458 | $11.6B | 2.50% | |
| 23 | GPGICOMPOSECURE INC | 701,201 | $10.7B | 2.31% | |
| 24 | RDDTREDDIT INC | 39,014 | $6.4B | 1.37% | |
| 25 | GTMZOOMINFO TECHNOLOGIES INC | 403,349 | $4.2B | 0.91% |