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0001787893-23-000004
BWCP, LP
Total Value: $282,409,030
Total Holdings: 23
QuarterFilling ID
Q4 250002002654-26-000001
Q3 250002002654-25-000006
Q2 250002002654-25-000004
Q1 250002002654-25-000003
Q4 240002002654-25-000001
Q3 240002002654-24-000005
Q2 240002002654-24-000004
Q1 240002002654-24-000002
Q4 230002002654-24-000001
Q3 230002002654-23-000008
Q2 230002002654-23-000007
Q1 230002002654-23-000006
Q4 220002002654-23-000005
Q3 220002002654-23-000004
Q2 220002002654-23-000003
Q1 220002002654-23-000002
Q4 210002002654-23-000001
Compare Quarter:
NameTitleCUSIPTickerValueSharesShare PriceInvestment% of Portfolio
VERTIV HOLDINGS COCOM CL A92537N108$26,705,9241,078,156SOLE
BOYD GAMING CORPCOM103304101$21,860,013315,122SOLE
CROCS INCCOM227046109$17,855,472158,800SOLE
TOPGOLF CALLAWAY BRANDS CORPCOM131193104$17,248,717868,953SOLE
TYLER TECHNOLOGIES INCCOM902252105$16,116,55638,698SOLE
ACADEMY SPORTS & OUTDOORS INCOM00402L107$15,951,993295,134SOLE
AMAZON COM INCCOM23135106$15,718,287120,576SOLE
DECKERS OUTDOOR CORPCOM243537107$15,549,61329,469SOLE
SPOTIFY TECHNOLOGY S ASHSL8681T102$13,865,74086,364SOLE
GODADDY INCCL A380237107$13,306,199177,109SOLE
LULULEMON ATHLETICA INCCOM550021109$12,356,89032,647SOLE
ORACLE CORPCOM68389X105$12,217,443102,590SOLE
SALESFORCE INCCOM79466L302$11,875,13656,211SOLE
FIVE9 INCCOM338307101$11,565,179140,269SOLE
NETFLIX INCCOM64110L106$11,351,42725,770SOLE
LAS VEGAS SANDS CORPCOM517834107$10,674,030184,035SOLE
T-MOBILE US INCCOM872590104$9,625,07669,295SOLE
ENDEAVOR GROUP HLDGS INCCL A COM29260Y109$6,173,608258,094SOLE
CLEAR SECURE INCCOM CL A18467V109$5,900,912254,679SOLE
SPROUT SOCIAL INCCOM CL A85209W109$5,607,609121,482SOLE
ADVANCED MICRO DEVICES INCCOM7903107$5,523,15448,487SOLE
JANUS INTERNATIONAL GROUP INCOMMON STOCK47103N106$3,691,707346,314SOLE
MGM RESORTS INTERNATIONALCOM552953101$1,668,34537,986SOLE
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