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Robert L. Giacobbe

Bwcp, Lp

Assets Managed
$655.642M
Holdings
27
Last Quarter
2026 - Q1
Filed Date
9d ago
Growth Rate
8.76%(2Q avg: 6.62%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Bwcp, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 27 positions.

Assets under management

The assets under management (AUM) of Bwcp, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 655.642M in assets, with a quarterly growth rate of 8.76% and a 2-quarter average growth rate of 6.62%. The portfolio is managed by Robert L. Giacobbe, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ZETA
Zeta Global Holdings Corp-a
Recent Activity
Increased 41.6%
10.96%
$71.825M
4.512M shares@ $15.92 avg price
UAL
United Airlines Holdings Inc
Recent Activity
Increased 19.21%
6.36%
$41.696M
452,873 shares@ $92.07 avg price
BYD
Boyd Gaming Corp
Recent Activity
Increased 15.28%
5.82%
$38.14M
464,106 shares@ $82.18 avg price
MSI
Motorola Solutions Inc
Recent Activity
New Position
5.73%
$37.528M
86,475 shares@ $433.98 avg price
META
Meta Platforms Inc-class A
Recent Activity
New Position
5.11%
$33.463M
58,489 shares@ $572.14 avg price
ASML
Asml Holding Nv-ny Reg Shs
Recent Activity
New Position
4.94%
$32.375M
24,511 shares@ $1320.83 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 24.94%
4.66%
$30.5M
146,443 shares@ $208.28 avg price
FIX
Comfort Systems Usa Inc
Recent Activity
Decreased -34.47%
4.64%
$30.369M
22,023 shares@ $1379.0 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -16.37%
3.78%
$24.744M
73,218 shares@ $337.95 avg price
SN
Sharkninja Inc
Recent Activity
Increased 78.15%
3.76%
$24.587M
232,172 shares@ $105.91 avg price

1-10 of 27