Bwcp, Lp Top Holdings and 13F Report (2025) About Bwcp, LpInvestment ActivityBwcp, Lp has $464.67 million in total holdings as of December 31, 2024.Bwcp, Lp owns shares of 25 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 25.39% of the portfolio was purchased this quarter.About 25.78% of the portfolio was sold this quarter.This quarter, Bwcp, Lp has purchased 26 new stocks and bought additional shares in 9 stocks.Bwcp, Lp sold shares of 10 stocks and completely divested from 7 stocks this quarter.Largest Holdings Boyd Gaming $35,498,827United Airlines $30,430,169Autodesk $25,444,143Skechers U.S.A. $25,351,094Amazon.com $24,409,551 Largest New Holdings this Quarter United Airlines $30,430,169 HoldingNIKE $21,266,448 HoldingCharter Communications $13,654,928 HoldingGrindr $12,088,241 HoldingAT&T $11,600,359 Holding Largest Purchases this Quarter United Airlines 313,390 shares (about $30.43M)NIKE 281,042 shares (about $21.27M)Charter Communications 39,837 shares (about $13.65M)Grindr 677,592 shares (about $12.09M)AT&T 509,458 shares (about $11.60M) Largest Sales this Quarter Vertiv 108,426 shares (about $12.32M)Spotify Technology 19,388 shares (about $8.67M)ZoomInfo Technologies 666,720 shares (about $7.01M)Boyd Gaming 66,571 shares (about $4.83M)Coupang 185,070 shares (about $4.07M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBwcp, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBYDBoyd Gaming$35,498,827$4,829,060 ▼-12.0%489,3697.6%Consumer DiscretionaryUALUnited Airlines$30,430,169$30,430,169 ▲New Holding313,3906.5%TransportationADSKAutodesk$25,444,143$433,897 ▲1.7%86,0855.5%Computer and TechnologySKXSkechers U.S.A.$25,351,094$4,547,777 ▲21.9%377,0245.5%Consumer DiscretionaryAMZNAmazon.com$24,409,551$1,608,787 ▼-6.2%111,2615.3%Retail/WholesaleLULULululemon Athletica$23,809,611$527,726 ▲2.3%62,2625.1%Consumer DiscretionaryZETA GLOBAL HOLDINGS CORP$23,306,459$4,888,027 ▲26.5%1,295,5235.0%CL ASEASSeaWorld Entertainment$23,153,876$2,395,043 ▲11.5%412,0645.0%Consumer DiscretionaryASOAcademy Sports and Outdoors$22,978,920$1,078,745 ▼-4.5%399,4254.9%Consumer DiscretionaryVRTVertiv$22,065,334$12,318,278 ▼-35.8%194,2204.7%Computer and TechnologyNKENIKE$21,266,448$21,266,448 ▲New Holding281,0424.6%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$18,734,889$1,604,014 ▼-7.9%94,8654.0%Computer and TechnologyDKNGDraftKings$18,336,736$3,518,450 ▲23.7%492,9233.9%Consumer DiscretionaryAXONAxon Enterprise$17,828,411$786,880 ▼-4.2%29,9983.8%AerospaceCPNGCoupang$16,982,210$4,067,839 ▼-19.3%772,6213.7%Retail/WholesaleMODGTopgolf Callaway Brands$15,575,007$360,129 ▲2.4%1,981,5533.4%Consumer DiscretionaryTYLTyler Technologies$14,575,153$4,667,324 ▲47.1%25,2763.1%Computer and TechnologySPTSprout Social$13,876,129$2,694,127 ▼-16.3%451,8443.0%Computer and TechnologyCHTRCharter Communications$13,654,928$13,654,928 ▲New Holding39,8372.9%Consumer DiscretionarySPOTSpotify Technology$12,336,504$8,673,804 ▼-41.3%27,5752.7%Business ServicesGRNDGrindr$12,088,241$12,088,241 ▲New Holding677,5922.6%Computer and TechnologyTAT&T$11,600,359$11,600,359 ▲New Holding509,4582.5%Computer and TechnologyCMPOCompoSecure$10,749,411$1,220,789 ▲12.8%701,2012.3%Business ServicesREDDIT INC$6,376,448$6,376,448 ▲New Holding39,0141.4%CL AZIZoomInfo Technologies$4,239,198$7,007,227 ▼-62.3%403,3490.9%Computer and TechnologyDHID.R. Horton$0$18,736,094 ▼-100.0%00.0%ConstructionKTBKontoor Brands$0$17,203,568 ▼-100.0%00.0%Consumer DiscretionaryEDREndeavor Group$0$11,718,025 ▼-100.0%00.0%Consumer DiscretionaryTMUST-Mobile US$0$10,347,509 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$8,776,078 ▼-100.0%00.0%Computer and TechnologyPCORProcore Technologies$0$4,927,354 ▼-100.0%00.0%Computer and TechnologyJBIJanus International Group$0$3,396,788 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. 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