Bwcp, Lp Top Holdings and 13F Report (2025) About Bwcp, LpInvestment ActivityBwcp, Lp has $493.40 million in total holdings as of March 31, 2025.Bwcp, Lp owns shares of 24 different stocks, but just 17 companies or ETFs make up 80% of its holdings.Approximately 40.75% of the portfolio was purchased this quarter.About 24.48% of the portfolio was sold this quarter.This quarter, Bwcp, Lp has purchased 25 new stocks and bought additional shares in 13 stocks.Bwcp, Lp sold shares of 4 stocks and completely divested from 8 stocks this quarter.Largest Holdings ZETA GLOBAL HOLDINGS CORP $35,456,634Boyd Gaming $34,180,977Autodesk $29,406,685Planet Fitness $29,151,874Skechers U.S.A. $24,882,188 Largest New Holdings this Quarter 72703H101 - Planet Fitness $29,151,874 Holding855244109 - Starbucks $20,151,806 Holding30303M102 - Meta Platforms $17,902,318 Holding98138H101 - Workday $17,657,904 HoldingG8068L108 - SharkNinja $16,760,072 Holding Largest Purchases this Quarter Planet Fitness 301,748 shares (about $29.15M)Starbucks 205,442 shares (about $20.15M)Meta Platforms 31,061 shares (about $17.90M)ZETA GLOBAL HOLDINGS CORP 1,319,273 shares (about $17.89M)Workday 75,613 shares (about $17.66M) Largest Sales this Quarter Lululemon Athletica 11,153 shares (about $3.16M)Spotify Technology 1,414 shares (about $777.74K)Vertiv 9,387 shares (about $677.74K)Academy Sports and Outdoors 6,327 shares (about $288.57K) 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$35,456,634$17,889,342 ▲101.8%2,614,7967.2%CL ABYDBoyd Gaming$34,180,977$1,965,815 ▲6.1%519,2316.9%Consumer DiscretionaryADSKAutodesk$29,406,685$6,869,632 ▲30.5%112,3256.0%Computer and TechnologyPLNTPlanet Fitness$29,151,874$29,151,874 ▲New Holding301,7485.9%Consumer DiscretionarySKXSkechers U.S.A.$24,882,188$3,474,766 ▲16.2%438,2215.0%Consumer DiscretionaryCPNGCoupang$24,802,808$7,859,230 ▲46.4%1,130,9995.0%Retail/WholesaleDKNGDraftKings$24,763,236$8,393,263 ▲51.3%745,6565.0%Consumer DiscretionaryUALUnited Airlines$24,597,198$2,957,619 ▲13.7%356,2235.0%TransportationTSMTaiwan Semiconductor Manufacturing$23,328,644$7,581,054 ▲48.1%140,5344.7%Computer and TechnologySBUXStarbucks$20,151,806$20,151,806 ▲New Holding205,4424.1%Retail/WholesaleGRNDGrindr$19,628,889$7,499,992 ▲61.8%1,096,5864.0%Computer and TechnologyNKENIKE$18,910,121$1,069,575 ▲6.0%297,8913.8%Consumer DiscretionaryTAT&T$18,270,577$3,863,105 ▲26.8%646,0603.7%Computer and TechnologyASOAcademy Sports and Outdoors$17,929,200$288,574 ▼-1.6%393,0983.6%Consumer DiscretionaryMETAMeta Platforms$17,902,318$17,902,318 ▲New Holding31,0613.6%Computer and TechnologyWDAYWorkday$17,657,904$17,657,904 ▲New Holding75,6133.6%Computer and TechnologyAXONAxon Enterprise$17,393,167$1,615,718 ▲10.2%33,0703.5%AerospaceSNSharkNinja$16,760,072$16,760,072 ▲New Holding200,9363.4%Retail/WholesaleWINGWingstop$16,504,561$16,504,561 ▲New Holding73,1653.3%Retail/WholesaleLULULululemon Athletica$14,466,914$3,156,968 ▼-17.9%51,1092.9%Consumer DiscretionarySPOTSpotify Technology$14,389,335$777,742 ▼-5.1%26,1612.9%Business ServicesVRTVertiv$13,344,943$677,741 ▼-4.8%184,8332.7%Computer and TechnologyNFLXNetflix$11,115,758$11,115,758 ▲New Holding11,9202.3%Consumer DiscretionaryCMPOCompoSecure$8,404,977$782,923 ▲10.3%773,2271.7%Business ServicesAMZNAmazon.com$0$24,409,551 ▼-100.0%00.0%Retail/WholesaleSEASSeaWorld Entertainment$0$23,153,876 ▼-100.0%00.0%Consumer DiscretionaryMODGTopgolf Callaway Brands$0$15,575,007 ▼-100.0%00.0%Consumer DiscretionaryTYLTyler Technologies$0$14,575,153 ▼-100.0%00.0%Computer and TechnologySPTSprout Social$0$13,876,129 ▼-100.0%00.0%Computer and TechnologyCHTRCharter Communications$0$13,654,928 ▼-100.0%00.0%Consumer DiscretionaryREDDIT INC$0$6,376,448 ▼-100.0%00.0%CL AZIZoomInfo Technologies$0$4,239,198 ▼-100.0%00.0%Computer and TechnologyShowing 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. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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