| Fund Name: | BWCP LP |
| Manager | Brandon Weir |
| Portfolio Value | $655,641,546 |
| Change This QTR | +1.09% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | ZETA | 4,511,645 | $71,825,388 | +42% | 10.95% | ||
| 2. | UAL | 452,873 | $41,696,017 | +20% | 6.36% | ||
| 3. | BYD | 464,106 | $38,140,231 | +16% | 5.82% | ||
| 4. | MSI | 86,475 | $37,527,556 | NEW | 5.72% | ||
| 5. | META | 58,489 | $33,463,312 | NEW | 5.1% |