Bryce Point Capital, LLC 13F Holdings
CIK 0002019492 · SCARSDALE, NY
As of Sep 30, 2025, Bryce Point Capital, LLC reported 168 positions worth $81.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| FRESHPET INC | FRPT | Consumer Defensive | 13,661 | $752.9K | 0.92% |
| WAYFAIR INC | W | Consumer Cyclical | 8,271 | $738.8K | 0.90% |
| TELEFLEX INC | TFX | Healthcare | 5,625 | $688.3K | 0.84% |
| TRANSMEDICS GROUP INC | TMDX | Healthcare | 6,131 | $687.9K | 0.84% |
| OPTION CARE HEALTH INC | OPCH | Healthcare | 24,737 | $686.7K | 0.84% |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC | BFAM | Consumer Cyclical | 6,264 | $680.1K | 0.83% |
| TECNOGLASS INC | TGLS | Basic Materials | 10,157 | $679.6K | 0.83% |
| VALVOLINE INC | VVV | Energy | 18,920 | $679.4K | 0.83% |
| ALIGHT INC | ALIT | Technology | 208,200 | $678.7K | 0.83% |
| HAYWARD HOLDINGS INC | HAYW | Industrials | 44,769 | $676.9K | 0.83% |
| SCOTTS MIRACLE-GRO CO | SMG | Basic Materials | 11,700 | $666.3K | 0.81% |
| CARVANA CO | CVNA | Consumer Cyclical | 1,766 | $666.2K | 0.81% |
| GLOBALSTAR INC | GSAT | Communication Services | 18,153 | $660.6K | 0.81% |
| CHEMOURS CO | CC | Basic Materials | 41,661 | $659.9K | 0.81% |
| CASELLA WASTE SYSTEMS INC | CWST | Industrials | 6,922 | $656.8K | 0.80% |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 2,560 | $651.5K | 0.80% |
| CELANESE CORP | CE | Basic Materials | 15,475 | $651.2K | 0.79% |
| SIMMONS FIRST NATIONAL CORP | SFNC | Financial Services | 33,932 | $650.5K | 0.79% |
| ARLO TECHNOLOGIES INC | ARLO | Basic Materials | 38,357 | $650.2K | 0.79% |
| COMMVAULT SYSTEMS INC | CVLT | Technology | 3,429 | $647.3K | 0.79% |
| KEURIG DR PEPPER INC | KDP | Consumer Defensive | 25,140 | $641.3K | 0.78% |
| WINTRUST FINANCIAL CORP | WTFC | Financial Services | 4,833 | $640.1K | 0.78% |
| ROKU INC | ROKU | Communication Services | 6,362 | $637.0K | 0.78% |
| TRANSDIGM GROUP INC | TDG | Industrials | 481 | $634.0K | 0.77% |
| NVIDIA CORP | NVDA | Technology | 3,397 | $633.8K | 0.77% |