Bwcp, Lp Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Bwcp, LpInvestment ActivityBwcp, Lp has $390.46 million in total holdings as of March 31, 2024.Bwcp, Lp owns shares of 21 different stocks, but just 15 companies or ETFs make up 80% of its holdings.Approximately 22.94% of the portfolio was purchased this quarter.About 13.31% of the portfolio was sold this quarter.This quarter, Bwcp, Lp has purchased 23 new stocks and bought additional shares in 14 stocks.Bwcp, Lp sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Boyd Gaming $30,615,924Academy Sports and Outdoors $29,757,381Amazon.com $27,239,003Topgolf Callaway Brands $24,905,228Vertiv $23,489,762 Largest New Holdings this Quarter Alphabet $19,203,126 HoldingTaiwan Semiconductor Manufacturing $12,824,073 Holding Largest Purchases this Quarter Alphabet 127,232 shares (about $19.20M)Taiwan Semiconductor Manufacturing 94,260 shares (about $12.82M)SeaWorld Entertainment 152,175 shares (about $8.55M)Topgolf Callaway Brands 450,387 shares (about $7.28M)BIRKENSTOCK HOLDING PLC 129,726 shares (about $6.13M) Largest Sales this Quarter Vertiv 175,853 shares (about $14.36M)Amazon.com 18,249 shares (about $3.29M)Tyler Technologies 4,775 shares (about $2.03M)Crocs 11,668 shares (about $1.68M)GoDaddy 12,497 shares (about $1.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofBwcp, Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBYDBoyd Gaming$30,615,924$4,156,808 ▲15.7%454,7827.8%Consumer DiscretionaryASOAcademy Sports and Outdoors$29,757,381$2,612,380 ▲9.6%440,5897.6%Consumer DiscretionaryAMZNAmazon.com$27,239,003$3,291,755 ▼-10.8%151,0097.0%Retail/WholesaleMODGTopgolf Callaway Brands$24,905,228$7,282,758 ▲41.3%1,540,2126.4%Consumer DiscretionaryVRTVertiv$23,489,762$14,361,914 ▼-37.9%287,6186.0%Computer and TechnologySPOTSpotify Technology$23,189,949$1,975,028 ▲9.3%87,8745.9%Business ServicesCPNGCoupang$21,770,032$5,322,341 ▲32.4%1,223,7235.6%Retail/WholesaleSEASSeaWorld Entertainment$20,531,321$8,553,757 ▲71.4%365,2615.3%Consumer DiscretionaryGOOGLAlphabet$19,203,126$19,203,126 ▲New Holding127,2324.9%Computer and TechnologyZETAZeta Global$18,579,175$4,568,019 ▲32.6%1,699,8334.8%Business ServicesCROXCrocs$17,914,748$1,677,858 ▼-8.6%124,5814.6%Consumer DiscretionaryCRMSalesforce$17,670,231$2,266,078 ▲14.7%58,6704.5%Computer and TechnologySPTSprout Social$17,360,623$5,197,875 ▲42.7%290,7494.4%Computer and TechnologyPCORProcore Technologies$15,827,257$2,504,624 ▲18.8%192,6164.1%Business ServicesEDREndeavor Group$13,848,761$1,522,753 ▲12.4%538,2343.5%Consumer DiscretionaryGDDYGoDaddy$13,050,884$1,483,144 ▼-10.2%109,9673.3%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$12,824,073$12,824,073 ▲New Holding94,2603.3%Computer and TechnologyTMUST-Mobile US$12,136,223$2,035,517 ▲20.2%74,3553.1%Computer and TechnologyTYLTyler Technologies$11,285,716$2,029,423 ▼-15.2%26,5542.9%Computer and TechnologyBIRKENSTOCK HOLDING PLC$9,905,726$6,129,553 ▲162.3%209,6452.5%COM SHSJBIJanus International Group$9,351,974$3,421,876 ▲57.7%618,1082.4%ConstructionFIVNFive9$0$10,402,503 ▼-100.0%00.0%Computer and TechnologyDECKDeckers Outdoor$0$9,073,937 ▼-100.0%00.0%Retail/WholesaleNFLXNetflix$0$8,273,552 ▼-100.0%00.0%Consumer DiscretionaryMGMMGM Resorts International$0$1,358,540 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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