BWCP as of March 31, 2022
Portfolio Holdings for BWCP
BWCP holds 20 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dxc Technology (DXC) | 11.6 | $23M | 699k | 32.63 | |
| Vertiv Holdings Com Cl A (VRT) | 9.3 | $18M | 1.3M | 14.00 | |
| Metropcs Communications (TMUS) | 7.1 | $14M | 109k | 128.35 | |
| Callaway Golf Company (MODG) | 7.0 | $14M | 588k | 23.42 | |
| Amazon (AMZN) | 6.6 | $13M | 4.0k | 3259.99 | |
| Godaddy Cl A (GDDY) | 6.5 | $13M | 152k | 83.70 | |
| Planet Fitness Cl A (PLNT) | 6.1 | $12M | 142k | 84.48 | |
| Academy Sports & Outdoor (ASO) | 5.3 | $11M | 266k | 39.40 | |
| Boyd Gaming Corporation (BYD) | 5.2 | $10M | 156k | 65.78 | |
| Deckers Outdoor Corporation (DECK) | 5.0 | $9.9M | 36k | 273.77 | |
| Liberty Media Corp Del Com A Siriusxm | 4.2 | $8.3M | 181k | 45.71 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.0 | $7.9M | 2.8k | 2781.46 | |
| Avepoint Com Cl A (AVPT) | 3.8 | $7.4M | 1.4M | 5.26 | |
| Open Lending Corp Com Cl A (LPRO) | 3.7 | $7.2M | 382k | 18.91 | |
| Janus International Group In Common Stock (JBI) | 3.3 | $6.6M | 728k | 9.00 | |
| Sprout Social Com Cl A (SPT) | 3.2 | $6.2M | 78k | 80.12 | |
| Digitalocean Hldgs (DOCN) | 3.1 | $6.0M | 104k | 57.85 | |
| Crocs (CROX) | 2.2 | $4.4M | 57k | 76.40 | |
| Meta Platforms Cl A (META) | 2.2 | $4.3M | 19k | 222.34 | |
| Kaleyra | 0.7 | $1.5M | 243k | 5.98 |
