BWCP as of Sept. 30, 2022
Portfolio Holdings for BWCP
BWCP holds 19 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Metropcs Communications (TMUS) | 11.3 | $22M | 162k | 134.17 | |
| Vertiv Holdings Com Cl A (VRT) | 10.4 | $20M | 2.1M | 9.72 | |
| Godaddy Cl A (GDDY) | 7.4 | $14M | 201k | 70.88 | |
| Deckers Outdoor Corporation (DECK) | 7.2 | $14M | 45k | 312.60 | |
| Academy Sports & Outdoor (ASO) | 7.1 | $14M | 322k | 42.18 | |
| Amazon (AMZN) | 6.8 | $13M | 116k | 113.00 | |
| Boyd Gaming Corporation (BYD) | 6.7 | $13M | 269k | 47.65 | |
| Callaway Golf Company (MODG) | 6.1 | $12M | 612k | 19.26 | |
| Crocs (CROX) | 5.7 | $11M | 159k | 68.66 | |
| Dxc Technology (DXC) | 5.4 | $10M | 423k | 24.48 | |
| Workday Cl A (WDAY) | 3.8 | $7.3M | 48k | 152.22 | |
| Five9 (FIVN) | 3.2 | $6.2M | 83k | 74.98 | |
| Janus International Group In Common Stock (JBI) | 3.2 | $6.2M | 697k | 8.92 | |
| Meta Platforms Cl A (META) | 3.1 | $5.9M | 43k | 135.68 | |
| Iac Com New (IAC) | 3.0 | $5.8M | 105k | 55.38 | |
| Liberty Media Corp Del Com A Siriusxm | 2.7 | $5.2M | 137k | 38.07 | |
| Sprout Social Com Cl A (SPT) | 2.5 | $4.9M | 81k | 60.68 | |
| Avepoint Com Cl A (AVPT) | 2.2 | $4.2M | 1.0M | 4.01 | |
| Digitalocean Hldgs (DOCN) | 2.1 | $4.0M | 110k | 36.17 |
