Bwcp, LP - Q42025 Holdings

Bwcp, LP holds 29 stocks with a total portfolio value of $ 602.85M as of Q42025. In Q42025, Bwcp, LP added 9 new positions, increased stakes in 8 stocks, reduced 12 holdings, and fully exited 3 positions. The largest holding is Zeta Global Holdings Corp (ZETA), representing 10.76% of the total portfolio.