BWCP as of March 31, 2023
Portfolio Holdings for BWCP
BWCP holds 24 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vertiv Holdings Com Cl A (VRT) | 9.4 | $24M | 1.7M | 14.31 | |
| Boyd Gaming Corporation (BYD) | 6.8 | $17M | 270k | 64.12 | |
| Callaway Golf Company (MODG) | 6.7 | $17M | 786k | 21.62 | |
| Deckers Outdoor Corporation (DECK) | 6.3 | $16M | 36k | 449.55 | |
| Workday Cl A (WDAY) | 5.8 | $15M | 72k | 206.54 | |
| Academy Sports & Outdoor (ASO) | 5.6 | $14M | 220k | 65.25 | |
| Crocs (CROX) | 5.3 | $14M | 107k | 126.44 | |
| Spotify Technology S A SHS (SPOT) | 5.0 | $13M | 96k | 133.62 | |
| Metropcs Communications (TMUS) | 4.4 | $11M | 78k | 144.84 | |
| Tyler Technologies (TYL) | 4.4 | $11M | 32k | 354.64 | |
| Oracle Corporation (ORCL) | 4.3 | $11M | 118k | 92.92 | |
| Amazon (AMZN) | 4.2 | $11M | 104k | 103.29 | |
| Godaddy Cl A (GDDY) | 4.0 | $10M | 132k | 77.72 | |
| Dxc Technology (DXC) | 4.0 | $10M | 399k | 25.56 | |
| Lululemon Athletica (LULU) | 4.0 | $10M | 28k | 364.19 | |
| Charter Communications Inc N Cl A (CHTR) | 3.8 | $9.6M | 27k | 357.61 | |
| salesforce (CRM) | 3.6 | $9.3M | 47k | 199.78 | |
| Janus International Group In Common Stock (JBI) | 2.7 | $6.9M | 697k | 9.86 | |
| Las Vegas Sands (LVS) | 2.7 | $6.8M | 119k | 57.45 | |
| H World Group Sponsored Ads (HTHT) | 2.0 | $5.1M | 104k | 48.98 | |
| Sprout Social Com Cl A (SPT) | 1.8 | $4.6M | 76k | 60.88 | |
| Clear Secure Com Cl A (YOU) | 1.4 | $3.7M | 140k | 26.17 | |
| Snap Cl A (SNAP) | 1.4 | $3.5M | 316k | 11.21 | |
| MGM Resorts International. (MGM) | 0.5 | $1.3M | 30k | 44.42 |
