Investor
BWCP, LP
CIK 0001787893 · filed 2026-02-13 · SEC filing
13F book
$602.9M
Positions
29
Largest name
10.8%
Zeta Global Holdings Corp. · ZETA
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Zeta Global Holdings Corp. | ZETA | 3.19M | $64.8M | 10.8% | — | Held |
| United Airls Hldgs Inc | — | 379.9K | $42.5M | 7.0% | — | Held |
| Microsoft Corp | MSFT | 73.4K | $35.5M | 5.9% | — | Held |
| Boyd Gaming Corp | BYD | 402.6K | $34.3M | 5.7% | — | Held |
| Comfort Sys Usa Inc | — | 33.6K | $31.4M | 5.2% | — | Held |
| Autodesk, Inc. | ADSK | 103.9K | $30.8M | 5.1% | — | Held |
| Amazon Com Inc | AMZN | 117.2K | $27.1M | 4.5% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 87.6K | $26.6M | 4.4% | — | Held |
| Draftkings Inc New | — | 756.3K | $26.1M | 4.3% | — | Held |
| On Hldg Ag | — | 547.1K | $25.4M | 4.2% | — | Held |
| Axon Enterprise, Inc. | AXON | 39.5K | $22.4M | 3.7% | — | Held |
| James Hardie Inds Plc | — | 1.05M | $21.8M | 3.6% | — | Held |
| Coupang, Inc. | CPNG | 871.5K | $20.6M | 3.4% | — | Held |
| Planet Fitness, Inc. | PLNT | 165.5K | $18M | 3.0% | — | Held |
| Coherent Corp. | COHR | 95.1K | $17.5M | 2.9% | — | Held |
| Topgolf Callaway Brands Corp | CALY | 1.5M | $17.5M | 2.9% | — | Held |
| Primo Brands Corp | PRMB | 1M | $16.4M | 2.7% | — | Held |
| Academy Sports & Outdoors In | — | 328.3K | $16.4M | 2.7% | — | Held |
| National Vision Hldgs Inc | — | 627.5K | $16.2M | 2.7% | — | Held |
| SharkNinja, Inc. | SN | 130.3K | $14.6M | 2.4% | — | Held |
| Grindr Inc. | GRND | 1.07M | $14.4M | 2.4% | — | Held |
| DoorDash, Inc. | DASH | 51.6K | $11.7M | 1.9% | — | Held |
| Birkenstock Holding Plc | BIRK | 266.7K | $10.9M | 1.8% | — | Held |
| American Tower Corp New | — | 58.8K | $10.3M | 1.7% | — | Held |
| Compass, Inc. | COMP | 674.2K | $7.13M | 1.2% | — | Held |
| Vertiv Holdings Co | VRT | 40.1K | $6.5M | 1.1% | — | Held |
| Gap Inc | GAP | 219.7K | $5.62M | 0.9% | — | Held |
| Urban Outfitters Inc | URBN | 70.4K | $5.3M | 0.9% | — | Held |
| Macys Inc | — | 233.3K | $5.14M | 0.9% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.