Bwcp, Lp Top Holdings and 13F Report (2025) About Bwcp, LpInvestment ActivityBwcp, Lp has $612.19 million in total holdings as of March 31, 2025.Bwcp, Lp owns shares of 27 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 40.01% of the portfolio was purchased this quarter.About 34.24% of the portfolio was sold this quarter.This quarter, Bwcp, Lp has purchased 24 new stocks and bought additional shares in 5 stocks.Bwcp, Lp sold shares of 10 stocks and completely divested from 8 stocks this quarter.Largest Holdings ZETA GLOBAL HOLDINGS CORP $42,452,064Boyd Gaming $41,783,269Planet Fitness $30,556,246United Airlines $29,210,673Coupang $28,457,506 Largest New Holdings this Quarter 461202103 - Intuit $27,211,041 Holding023135106 - Amazon.com $25,176,319 Holding594918104 - Microsoft $24,993,360 Holding17243V102 - Cinemark $24,687,572 Holding19247G107 - Coherent $23,615,671 Holding Largest Purchases this Quarter Intuit 34,548 shares (about $27.21M)Amazon.com 114,756 shares (about $25.18M)Microsoft 50,247 shares (about $24.99M)Cinemark 818,011 shares (about $24.69M)Coherent 264,720 shares (about $23.62M) Largest Sales this Quarter Grindr 519,193 shares (about $11.79M)Spotify Technology 15,309 shares (about $11.75M)Taiwan Semiconductor Manufacturing 44,572 shares (about $10.10M)Autodesk 23,823 shares (about $7.37M)Axon Enterprise 7,510 shares (about $6.22M) 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 PortfolioSectorZETA GLOBAL HOLDINGS CORP$42,452,064$1,948,874 ▲4.8%2,740,6116.9%CL ABYDBoyd Gaming$41,783,269$1,163,828 ▲2.9%534,1086.8%Consumer DiscretionaryPLNTPlanet Fitness$30,556,246$2,349,373 ▼-7.1%280,2045.0%Consumer DiscretionaryUALUnited Airlines$29,210,673$844,635 ▲3.0%366,8304.8%TransportationCPNGCoupang$28,457,506$5,427,224 ▼-16.0%949,8504.6%Retail/WholesaleSNSharkNinja$28,140,382$8,249,728 ▲41.5%284,2754.6%Retail/WholesaleADSKAutodesk$27,397,564$7,374,886 ▼-21.2%88,5024.5%Computer and TechnologyINTUIntuit$27,211,041$27,211,041 ▲New Holding34,5484.4%Computer and TechnologyDKNGDraftKings$26,685,086$5,296,100 ▼-16.6%622,1754.4%Consumer DiscretionaryAMZNAmazon.com$25,176,319$25,176,319 ▲New Holding114,7564.1%Retail/WholesaleMSFTMicrosoft$24,993,360$24,993,360 ▲New Holding50,2474.1%Computer and TechnologyCNKCinemark$24,687,572$24,687,572 ▲New Holding818,0114.0%Consumer DiscretionaryVRTVertiv$23,734,4060.0%184,8333.9%Computer and TechnologyCOHRCoherent$23,615,671$23,615,671 ▲New Holding264,7203.9%Business ServicesTSMTaiwan Semiconductor Manufacturing$21,734,433$10,095,112 ▼-31.7%95,9623.6%Computer and TechnologyEYENational Vision$21,677,629$21,677,629 ▲New Holding942,0963.5%Consumer StaplesAXONAxon Enterprise$21,162,146$6,217,829 ▼-22.7%25,5603.5%AerospaceFIXComfort Systems USA$20,802,803$20,802,803 ▲New Holding38,7963.4%ConstructionSESEA$20,164,116$20,164,116 ▲New Holding126,0733.3%Computer and TechnologyLULUlululemon athletica$17,131,419$4,988,943 ▲41.1%72,1082.8%Consumer DiscretionaryASOAcademy Sports and Outdoors$16,374,022$1,240,699 ▼-7.0%365,4102.7%Consumer DiscretionaryMNDYmonday.com$16,159,555$16,159,555 ▲New Holding51,3852.6%Computer and TechnologyUUnity Software$13,324,109$13,324,109 ▲New Holding550,5832.2%Computer and TechnologyGRNDGrindr$13,106,821$11,785,681 ▼-47.3%577,3932.1%Computer and TechnologyAMTAmerican Tower$9,941,259$9,941,259 ▲New Holding44,9791.6%FinanceSPOTSpotify Technology$8,327,174$11,747,209 ▼-58.5%10,8521.4%Computer and TechnologyCMPOCompoSecure$8,185,966$2,708,803 ▼-24.9%580,9771.3%Business ServicesSKXSkechers U.S.A.$0$24,882,188 ▼-100.0%00.0%Consumer DiscretionarySBUXStarbucks$0$20,151,806 ▼-100.0%00.0%Retail/WholesaleNKENIKE$0$18,910,121 ▼-100.0%00.0%Consumer DiscretionaryTAT&T$0$18,270,577 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$17,902,318 ▼-100.0%00.0%Computer and TechnologyWDAYWorkday$0$17,657,904 ▼-100.0%00.0%Computer and TechnologyWINGWingstop$0$16,504,561 ▼-100.0%00.0%Retail/WholesaleNFLXNetflix$0$11,115,758 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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