| Fund Name: | BWCP LP |
| Manager | Brandon Weir |
| Portfolio Value | $577,087,102 |
| Change This QTR | +0.94% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | ZETA | 2,884,248 | $57,310,008 | +6% | 9.93% | ||
| 2. | MSFT | 91,008 | $47,137,594 | +82% | 8.17% | ||
| 3. | BYD | 476,929 | $41,230,512 | -11% | 7.14% | ||
| 4. | UAL | 395,245 | $38,141,143 | +8% | 6.61% | ||
| 5. | COHR | 310,320 | $33,427,670 | +18% | 5.79% |