40 is the total number of securities BWCP, LP has owned. The longest BWCP, LP has owned a single stock is 8 quarters.
| Period | Weighting | Quarter | |||||||
|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| VRT | VERTIV HOLDINGS CO | 8 | 8 | 6.68% | 10.06% | 13.26% | Q4 2021 | Q3 2023 | 8 |
| TMUS | T-MOBILE US INC | 8 | 8 | 3.41% | 6.56% | 11.30% | Q4 2021 | Q3 2023 | 8 |
| ASO | ACADEMY SPORTS & OUTDO... | 8 | 8 | 5.32% | 6.25% | 7.48% | Q4 2021 | Q3 2023 | 8 |
| DECK | DECKERS OUTDOOR CORP | 8 | 8 | 5.03% | 6.22% | 8.72% | Q4 2021 | Q3 2023 | 8 |
| ELY | TOPGOLF CALLAWAY BRAND... | 8 | 8 | 3.86% | 6.16% | 7.10% | Q4 2021 | Q3 2023 | 8 |
| GDDY | GODADDY INC | 8 | 8 | 4.01% | 6.11% | 8.38% | Q4 2021 | Q3 2023 | 8 |
| AMZN | AMAZON COM INC | 8 | 8 | 4.20% | 5.98% | 6.82% | Q4 2021 | Q3 2023 | 8 |
| JBI | JANUS INTERNATIONAL GR... | 8 | 8 | 1.31% | 2.82% | 4.39% | Q4 2021 | Q3 2023 | 8 |
| SPT | SPROUT SOCIAL INC | 8 | 8 | 1.80% | 2.57% | 3.59% | Q4 2021 | Q3 2023 | 8 |
| BYD | BOYD GAMING CORP | 7 | 7 | 5.20% | 6.72% | 7.74% | Q1 2022 | Q3 2023 | 7 |
| CROX | CROCS INC | 7 | 7 | 2.23% | 5.12% | 6.79% | Q1 2022 | Q3 2023 | 7 |
| DXC | DXC TECHNOLOGY CO | 6 | 6 | 3.99% | 7.96% | 11.68% | Q4 2021 | Q1 2023 | 6 |
| LSXMA | LIBERTY MEDIA CORP DEL | 5 | 5 | 2.72% | 3.70% | 5.88% | Q4 2021 | Q4 2022 | 5 |
| TYL | TYLER TECHNOLOGIES INC | 4 | 4 | 4.37% | 5.22% | 6.00% | Q4 2022 | Q3 2023 | 4 |
| FB | META PLATFORMS INC | 4 | 4 | 2.18% | 3.73% | 6.37% | Q4 2021 | Q3 2022 | 4 |
| FIVN | FIVE9 INC | 2 | 2 | 2.89% | 3.57% | 4.10% | Q2 2022 | Q3 2023 | 4 |
| AVPT | AVEPOINT INC | 4 | 4 | 2.18% | 3.30% | 4.31% | Q4 2021 | Q3 2022 | 4 |
| DOCN | DIGITALOCEAN HLDGS INC | 4 | 4 | 2.08% | 2.84% | 4.05% | Q4 2021 | Q3 2022 | 4 |
| PLNT | PLANET FITNESS INC | 3 | 3 | 5.58% | 5.95% | 6.20% | Q4 2021 | Q2 2022 | 3 |
| WDAY | WORKDAY INC | 3 | 3 | 3.81% | 5.50% | 6.90% | Q3 2022 | Q1 2023 | 3 |
| SPOT | SPOTIFY TECHNOLOGY S A | 3 | 3 | 4.33% | 4.75% | 5.00% | Q1 2023 | Q3 2023 | 3 |
| LULU | LULULEMON ATHLETICA INC | 3 | 3 | 3.98% | 4.47% | 5.06% | Q1 2023 | Q3 2023 | 3 |
| CRM | SALESFORCE INC | 3 | 3 | 3.24% | 3.70% | 4.20% | Q1 2023 | Q3 2023 | 3 |
| LPRO | OPEN LENDING CORP | 3 | 3 | 2.25% | 3.53% | 4.67% | Q4 2021 | Q2 2022 | 3 |
| MGM | MGM RESORTS INTERNATIONAL | 3 | 3 | 0.40% | 0.50% | 0.59% | Q1 2023 | Q3 2023 | 3 |
| ORCL | ORACLE CORP | 2 | 2 | 4.28% | 4.30% | 4.33% | Q1 2023 | Q2 2023 | 2 |
| CHTR | CHARTER COMMUNICATIONS... | 2 | 2 | 3.77% | 4.09% | 4.40% | Q4 2022 | Q1 2023 | 2 |
| GOOGL | ALPHABET INC | 2 | 2 | 3.74% | 3.87% | 4.01% | Q1 2022 | Q2 2022 | 2 |
| NFLX | NETFLIX INC | 2 | 2 | 3.56% | 3.79% | 4.02% | Q2 2023 | Q3 2023 | 2 |
| EDR | ENDEAVOR GROUP HLDGS INC | 2 | 2 | 2.19% | 3.23% | 4.28% | Q2 2023 | Q3 2023 | 2 |
| LVS | LAS VEGAS SANDS CORP | 2 | 2 | 2.67% | 3.23% | 3.78% | Q1 2023 | Q2 2023 | 2 |
| YOU | CLEAR SECURE INC | 2 | 2 | 1.43% | 1.76% | 2.09% | Q1 2023 | Q2 2023 | 2 |
| KLR | KALEYRA INC | 2 | 2 | 0.74% | 1.07% | 1.40% | Q4 2021 | Q1 2022 | 2 |
| CPNG | COUPANG INC | 1 | 1 | 4.52% | 4.52% | 4.52% | Q3 2023 | Q3 2023 | 1 |
| IAC | IAC INC | 1 | 1 | 3.02% | 3.02% | 3.02% | Q3 2022 | Q3 2022 | 1 |
| HAS | HASBRO INC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2023 | Q3 2023 | 1 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | 1 | 1 | 2.78% | 2.78% | 2.78% | Q3 2023 | Q3 2023 | 1 |
| HTHT | H WORLD GROUP LTD | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2023 | Q1 2023 | 1 |
| AMD | ADVANCED MICRO DEVICES... | 1 | 1 | 1.96% | 1.96% | 1.96% | Q2 2023 | Q2 2023 | 1 |
| SNAP | SNAP INC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q1 2023 | Q1 2023 | 1 |
Download | |||||||||
The securities at the top of the list , including VERTIV HOLDINGS CO, T-MOBILE US INC, and ACADEMY SPORTS & OUTDOORS IN, are the highest-conviction holdings of BWCP, LP.
The conviction is calculated by counting the number of quarters a security has been reported by BWCP, LP. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that BWCP, LP owns currently or has owned in the past.