EdgeMarket › What Bwcp, Lp reported owning
What Bwcp, Lp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
655.6MPositions
27Quarter
2026-03-31Shown below
27largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ZETA Zeta Global Holdings Corp. | 71.8M | 11.0% | 4.5M | 29.07 | +60.0% |
| UAL United Airlines Holdings, Inc. | 41.7M | 6.4% | 452.9K | 113.17 | +13.4% |
| BYD BOYD GAMING CORP | 38.1M | 5.8% | 464.1K | 80.78 | -3.3% |
| MSI Motorola Solutions, Inc. | 37.5M | 5.7% | 86.5K | 480.47 | +4.0% |
| META Meta Platforms, Inc. | 33.5M | 5.1% | 58.5K | 549.90 | -26.5% |
| ASML ASML HOLDING NV | 32.4M | 4.9% | 24.5K | 1,763.76 | +135.3% |
| AMZN AMAZON COM INC | 30.5M | 4.7% | 146.4K | 258.63 | +15.6% |
| FIX COMFORT SYSTEMS USA INC | 30.4M | 4.6% | 22.0K | 1,655.61 | +143.1% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 24.7M | 3.8% | 73.2K | 418.95 | +83.3% |
| SN SharkNinja, Inc. | 24.6M | 3.8% | 232.2K | 180.76 | +51.1% |
| AS Amer Sports, Inc. | 24.1M | 3.7% | 731.4K | 32.63 | -12.2% |
| ONON On Holding AG | 23.2M | 3.5% | 680.7K | 30.02 | -33.6% |
| JHX James Hardie Industries plc | 22.9M | 3.5% | 1.2M | 30.43 | +63.3% |
| PRMB Primo Brands Corp | 22.1M | 3.4% | 1.2M | 23.12 | -7.8% |
| EYE National Vision Holdings, Inc. | 20.6M | 3.1% | 793.8K | 17.88 | -26.1% |
| GRND Grindr Inc. | 18.9M | 2.9% | 1.6M | 15.53 | -1.6% |
| CALY Callaway Golf Co | 18.9M | 2.9% | 1.4M | 15.89 | +69.2% |
| GPGI GPGI, Inc. | 18.1M | 2.8% | 1.1M | 12.79 | -32.8% |
| DASH DoorDash, Inc. | 15.1M | 2.3% | 100.6K | 223.49 | -8.3% |
| LIND LINDBLAD EXPEDITIONS HOLDINGS, INC. | 15.0M | 2.3% | 865.9K | 31.09 | +125.1% |
| GAP GAP INC | 14.9M | 2.3% | 617.7K | 19.80 | -4.6% |
| AXON AXON ENTERPRISE, INC. | 14.8M | 2.3% | 34.9K | 627.75 | -17.5% |
| AMT AMERICAN TOWER CORP /MA/ | 14.7M | 2.2% | 84.9K | 175.80 | -16.1% |
| FWRG First Watch Restaurant Group, Inc. | 14.2M | 2.2% | 1.4M | 13.03 | -25.2% |
| DOCN DigitalOcean Holdings, Inc. | 11.9M | 1.8% | 138.4K | 115.64 | +282.8% |
| PUMP ProPetro Holding Corp. | 11.5M | 1.8% | 800.4K | 11.33 | +143.1% |
| COMP Compass, Inc. | 9.5M | 1.5% | 1.3M | 11.75 | +41.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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