Sponsored

The Analysis of Bryce Point Capital, LLC's Holdings & P&L

Currently, Bryce Point Capital, LLC holds 168 types of securities in its portfolio with a total value $81.9M. In the most recent quarter, they have increased their positions in W (+8.3K shares, valued at $738.8K), TFX (+5.6K shares, valued at $688.3K), TMDX (+6.1K shares, valued at $687.9K); decreased their positions in CRDO (-7.1K shares, valued at $1.0M), MP (-14.3K shares, valued at $956.6K), COMP (-105.8K shares, valued at $849.7K); initiated new positions in W (+8.3K shares, valued at $738.8K), TFX (+5.6K shares, valued at $688.3K), TMDX (+6.1K shares, valued at $687.9K).

1M P&L

+8.7M+11.14%

3M P&L

-1.4M-1.56%

HY P&L

+2.8M+3.39%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Software - Application5.1M

6.2%

2Software - Infrastructure3.7M

4.5%

3Biotechnology3.7M

4.5%

Top Industries by Stock Count

1Software - Application10 stocks

6.0%

2Biotechnology10 stocks

6.0%

3Semiconductors7 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FRPT FRESHPET INC13.7K shares37.52%2025-09-302025-11-06

W WAYFAIR INC8.3K sharesnew addition2025-09-302025-11-06

TFX TELEFLEX INCORPORATED5.6K sharesnew addition2025-09-302025-11-06

TMDX TRANSMEDICS GROUP INC6.1K sharesnew addition2025-09-302025-11-06

OPCH OPTION CARE HEALTH INC24.7K sharesnew addition2025-09-302025-11-06

BFAM BRIGHT HORIZONS FAM SOL IN D6.3K sharesnew addition2025-09-302025-11-06

TGLS TECNOGLASS INC10.2K shares13.70%2025-09-302025-11-06

VVV VALVOLINE INC18.9K sharesnew addition2025-09-302025-11-06

Sponsored

ALIT ALIGHT INC208.2K shares558.61%2025-09-302025-11-06

HAYW HAYWARD HLDGS INC44.8K shares-21.76%2025-09-302025-11-06

SMG SCOTTS MIRACLE-GRO CO11.7K sharesnew addition2025-09-302025-11-06

CVNA CARVANA CO1.8K shares-41.81%2025-09-302025-11-06

GSAT GLOBALSTAR INC18.2K sharesnew addition2025-09-302025-11-06

CC CHEMOURS CO41.7K shares-50.06%2025-09-302025-11-06

CWST CASELLA WASTE SYS INC6.9K sharesnew addition2025-09-302025-11-06

BURL BURLINGTON STORES INC2.6K sharesnew addition2025-09-302025-11-06

Sponsored

CE CELANESE CORP DEL15.5K shares4.86%2025-09-302025-11-06

SFNC SIMMONS 1ST NATL CORP33.9K sharesnew addition2025-09-302025-11-06

ARLO ARLO TECHNOLOGIES INC38.4K sharesnew addition2025-09-302025-11-06

CVLT COMMVAULT SYS INC3.4K shares-20.13%2025-09-302025-11-06

KDP KEURIG DR PEPPER INC25.1K sharesnew addition2025-09-302025-11-06

WTFC WINTRUST FINL CORP4.8K sharesnew addition2025-09-302025-11-06

ROKU ROKU INC6.4K sharesnew addition2025-09-302025-11-06

TDG TRANSDIGM GROUP INC481 shares-0.82%2025-09-302025-11-06

Sponsored

NVDA NVIDIA CORPORATION3.4K shares-49.93%2025-09-302025-11-06

NVCR NOVOCURE LTD49.0K sharesnew addition2025-09-302025-11-06

META META PLATFORMS INC859 shares5.66%2025-09-302025-11-06

ALGN ALIGN TECHNOLOGY INC5.0K sharesnew addition2025-09-302025-11-06

SONO SONOS INC39.5K shares134.67%2025-09-302025-11-06

APPF APPFOLIO INC2.3K shares3.63%2025-09-302025-11-06

MQ MARQETA INC117.2K sharesnew addition2025-09-302025-11-06

COCO VITA COCO CO INC14.5K shares-31.93%2025-09-302025-11-06

Sponsored

REYN REYNOLDS CONSUMER PRODS INC25.1K shares-31.20%2025-09-302025-11-06

STEP STEPSTONE GROUP INC9.4K shares-49.63%2025-09-302025-11-06

ALAB ASTERA LABS INC3.1K sharesnew addition2025-09-302025-11-06

MASI MASIMO CORP4.1K shares-15.35%2025-09-302025-11-06

BBIO BRIDGEBIO PHARMA INC11.7K shares-15.44%2025-09-302025-11-06

BROS DUTCH BROS INC11.6K shares-19.88%2025-09-302025-11-06

TRUP TRUPANION INC14.0K sharesnew addition2025-09-302025-11-06

AVA AVISTA CORP16.0K sharesnew addition2025-09-302025-11-06

Sponsored

SHAK SHAKE SHACK INC6.4K shares-0.40%2025-09-302025-11-06

LII LENNOX INTL INC1.1K sharesnew addition2025-09-302025-11-06

ANET ARISTA NETWORKS INC4.1K sharesnew addition2025-09-302025-11-06

NBIX NEUROCRINE BIOSCIENCES INC4.3K sharesnew addition2025-09-302025-11-06

MDU MDU RES GROUP INC33.3K sharesnew addition2025-09-302025-11-06

PSTG PURE STORAGE INC7.1K sharesnew addition2025-09-302025-11-06

APG API GROUP CORP17.1K shares4.69%2025-09-302025-11-06

PFSI PENNYMAC FINL SVCS INC NEW4.7K sharesnew addition2025-09-302025-11-06

Sponsored

ICUI ICU MED INC4.9K sharesnew addition2025-09-302025-11-06

MP MP MATERIALS CORP8.7K shares-62.04%2025-09-302025-11-06

COO COOPER COS INC8.5K sharesnew addition2025-09-302025-11-06

COTY COTY INC144.3K sharesnew addition2025-09-302025-11-06

PANW PALO ALTO NETWORKS INC2.8K shares-27.73%2025-09-302025-11-06

VOYA VOYA FINANCIAL INC7.7K sharesnew addition2025-09-302025-11-06

UTHR UNITED THERAPEUTICS CORP DEL1.4K sharesnew addition2025-09-302025-11-06

TMUS T-MOBILE US INC2.4K sharesnew addition2025-09-302025-11-06

Sponsored

MTSI MACOM TECH SOLUTIONS HLDGS I4.6K sharesnew addition2025-09-302025-11-06

EMN EASTMAN CHEM CO9.1K sharesnew addition2025-09-302025-11-06

SBH SALLY BEAUTY HLDGS INC35.0K sharesnew addition2025-09-302025-11-06

ARES ARES MANAGEMENT CORPORATION3.6K shares-40.39%2025-09-302025-11-06

NTRA NATERA INC3.5K shares-11.95%2025-09-302025-11-06

CRDO CREDO TECHNOLOGY GROUP HOLDI3.9K shares-64.48%2025-09-302025-11-06

CRWD CROWDSTRIKE HLDGS INC1.1K shares-43.18%2025-09-302025-11-06

WFRD WEATHERFORD INTL PLC8.2K shares-54.78%2025-09-302025-11-06

Sponsored

ARW ARROW ELECTRS INC4.6K sharesnew addition2025-09-302025-11-06

VITL VITAL FARMS INC13.6K sharesnew addition2025-09-302025-11-06

ENR ENERGIZER HLDGS INC NEW22.5K shares-38.42%2025-09-302025-11-06

HCC WARRIOR MET COAL INC8.8K shares-49.58%2025-09-302025-11-06

ED CONSOLIDATED EDISON INC5.5K sharesnew addition2025-09-302025-11-06

VSH VISHAY INTERTECHNOLOGY INC36.3K shares-39.94%2025-09-302025-11-06

MMC MARSH & MCLENNAN COS INC2.7K sharesnew addition2025-09-302025-11-06

ENOV ENOVIS CORPORATION18.1K sharesnew addition2025-09-302025-11-06

Sponsored

COIN COINBASE GLOBAL INC1.6K shares-22.67%2025-09-302025-11-06

ADP AUTOMATIC DATA PROCESSING IN1.8K sharesnew addition2025-09-302025-11-06

DLB DOLBY LABORATORIES INC7.4K sharesnew addition2025-09-302025-11-06

MDGL MADRIGAL PHARMACEUTICALS INC1.2K sharesnew addition2025-09-302025-11-06

ESNT ESSENT GROUP LTD8.4K sharesnew addition2025-09-302025-11-06

BG BUNGE GLOBAL SA6.6K sharesnew addition2025-09-302025-11-06

NXT NEXTRACKER INC7.2K shares-60.69%2025-09-302025-11-06

OI O-I GLASS INC41.1K sharesnew addition2025-09-302025-11-06

Sponsored

POST POST HLDGS INC4.9K sharesnew addition2025-09-302025-11-06

WU WESTERN UN CO66.5K shares304.07%2025-09-302025-11-06

HOG HARLEY DAVIDSON INC19.0K sharesnew addition2025-09-302025-11-06

BOX BOX INC16.4K shares-34.29%2025-09-302025-11-06

EBC EASTERN BANKSHARES INC29.1K shares-35.61%2025-09-302025-11-06

KNSL KINSALE CAP GROUP INC1.2K sharesnew addition2025-09-302025-11-06

CHD CHURCH & DWIGHT CO INC6.0K sharesnew addition2025-09-302025-11-06

ICE INTERCONTINENTAL EXCHANGE IN3.1K sharesnew addition2025-09-302025-11-06

Sponsored

ENS ENERSYS4.6K shares-49.30%2025-09-302025-11-06

LNW LIGHT & WONDER INC6.2K sharesnew addition2025-09-302025-11-06

ILMN ILLUMINA INC5.4K shares-39.32%2025-09-302025-11-06

BR BROADRIDGE FINL SOLUTIONS IN2.2K sharesnew addition2025-09-302025-11-06

BSY BENTLEY SYS INC10.0K shares-27.04%2025-09-302025-11-06

MRVL MARVELL TECHNOLOGY INC6.1K sharesnew addition2025-09-302025-11-06

PB PROSPERITY BANCSHARES INC7.7K shares-34.64%2025-09-302025-11-06

TEM TEMPUS AI INC6.4K sharesnew addition2025-09-302025-11-06

Sponsored

TNDM TANDEM DIABETES CARE INC42.3K sharesnew addition2025-09-302025-11-06

CIVI CIVITAS RESOURCES INC15.6K sharesnew addition2025-09-302025-11-06

ENVA ENOVA INTL INC4.3K sharesnew addition2025-09-302025-11-06

OLLI OLLIES BARGAIN OUTLET HLDGS3.9K shares-4.30%2025-09-302025-11-06

DBX DROPBOX INC16.4K sharesnew addition2025-09-302025-11-06

LUV SOUTHWEST AIRLS CO15.5K shares-21.32%2025-09-302025-11-06

NEO NEOGENOMICS INC64.1K sharesnew addition2025-09-302025-11-06

LOAR LOAR HOLDINGS INC6.2K shares-30.08%2025-09-302025-11-06

Sponsored

CCS CENTURY CMNTYS INC7.7K shares-56.83%2025-09-302025-11-06

ES EVERSOURCE ENERGY6.9K sharesnew addition2025-09-302025-11-06

POR PORTLAND GEN ELEC CO10.9K shares-31.50%2025-09-302025-11-06

FROG JFROG LTD10.1K sharesnew addition2025-09-302025-11-06

BHF BRIGHTHOUSE FINL INC9.0K shares-41.66%2025-09-302025-11-06

VRNS VARONIS SYS INC8.3K sharesnew addition2025-09-302025-11-06

ARCB ARCBEST CORP6.8K sharesnew addition2025-09-302025-11-06

LUMN LUMEN TECHNOLOGIES INC77.7K shares101.02%2025-09-302025-11-06

Sponsored

BCO BRINKS CO4.1K sharesnew addition2025-09-302025-11-06

FLNC FLUENCE ENERGY INC43.9K shares-50.54%2025-09-302025-11-06

CNO CNO FINL GROUP INC11.9K shares20.08%2025-09-302025-11-06

BUR BURFORD CAP LTD39.2K sharesnew addition2025-09-302025-11-06

KWR QUAKER HOUGHTON3.5K sharesnew addition2025-09-302025-11-06

GIII G III APPAREL GROUP LTD17.4K sharesnew addition2025-09-302025-11-06

MIRM MIRUM PHARMACEUTICALS INC6.3K sharesnew addition2025-09-302025-11-06

CF CF INDS HLDGS INC5.1K sharesnew addition2025-09-302025-11-06

Sponsored

NWSA NEWS CORP NEW15.0K sharesnew addition2025-09-302025-11-06

RSI RUSH STREET INTERACTIVE INC22.2K shares-59.06%2025-09-302025-11-06

KMPR KEMPER CORP8.8K shares-23.85%2025-09-302025-11-06

CABO CABLE ONE INC2.5K shares-42.85%2025-09-302025-11-06

PNW PINNACLE WEST CAP CORP5.0K sharesnew addition2025-09-302025-11-06

PVH PVH CORPORATION5.3K sharesnew addition2025-09-302025-11-06

ADSK AUTODESK INC1.4K sharesnew addition2025-09-302025-11-06

EFX EQUIFAX INC1.7K shares-50.79%2025-09-302025-11-06

Sponsored

BJ BJS WHSL CLUB HLDGS INC4.5K sharesnew addition2025-09-302025-11-06

FTNT FORTINET INC4.9K shares-10.12%2025-09-302025-11-06

RUSHA RUSH ENTERPRISES INC7.7K shares-41.20%2025-09-302025-11-06

PAYX PAYCHEX INC3.2K sharesnew addition2025-09-302025-11-06

PRMB PRIMO BRANDS CORPORATION18.2K sharesnew addition2025-09-302025-11-06

ROIV ROIVANT SCIENCES LTD26.5K shares-40.47%2025-09-302025-11-06

INTU INTUIT564 shares-42.33%2025-09-302025-11-06

CDTX CIDARA THERAPEUTICS INC4.0K sharesnew addition2025-09-302025-11-06

Sponsored

PRGO PERRIGO CO PLC16.9K sharesnew addition2025-09-302025-11-06

NEE NEXTERA ENERGY INC5.0K shares-41.38%2025-09-302025-11-06

WDAY WORKDAY INC1.5K shares-47.58%2025-09-302025-11-06

TBBK BANCORP INC DEL4.8K sharesnew addition2025-09-302025-11-06

KYMR KYMERA THERAPEUTICS INC5.9K sharesnew addition2025-09-302025-11-06

LIN LINDE PLC691 sharesnew addition2025-09-302025-11-06

VKTX VIKING THERAPEUTICS INC11.6K shares-38.37%2025-09-302025-11-06

VYX NCR VOYIX CORPORATION23.5K sharesnew addition2025-09-302025-11-06

Sponsored

OGN ORGANON & CO25.8K shares-46.41%2025-09-302025-11-06

SUPN SUPERNUS PHARMACEUTICALS INC5.6K sharesnew addition2025-09-302025-11-06

KNSA KINIKSA PHARMACEUTICALS INTL6.8K sharesnew addition2025-09-302025-11-06

IRON DISC MEDICINE INC3.9K sharesnew addition2025-09-302025-11-06

CELC CELCUITY INC5.2K sharesnew addition2025-09-302025-11-06

AYI ACUITY INC676 sharesnew addition2025-09-302025-11-06

LW LAMB WESTON HLDGS INC3.8K sharesnew addition2025-09-302025-11-06

RPM RPM INTL INC1.8K sharesnew addition2025-09-302025-11-06

Sponsored

WGO WINNEBAGO INDS INC6.1K sharesnew addition2025-09-302025-11-06

FTRE FORTREA HLDGS INC15.6K sharesnew addition2025-09-302025-11-06

ONDS ONDAS HLDGS INC16.0K sharesnew addition2025-09-302025-11-06

ACHR ARCHER AVIATION INC12.6K shares-9.57%2025-09-302025-11-06

NVTS NAVITAS SEMICONDUCTOR CORP16.3K sharesnew addition2025-09-302025-11-06

AMPX AMPRIUS TECHNOLOGIES INC11.1K sharesnew addition2025-09-302025-11-06

RIG TRANSOCEAN LTD35.5K sharesnew addition2025-09-302025-11-06

AUR AURORA INNOVATION INC20.1K sharesnew addition2025-09-302025-11-06

Sponsored

CRGY CRESCENT ENERGY COMPANY12.1K shares-85.61%2025-09-302025-11-06

SLDP SOLID POWER INC30.9K sharesnew addition2025-09-302025-11-06

ARHS ARHAUS INC10.1K sharesnew addition2025-09-302025-11-06

UAA UNDER ARMOUR INC21.4K sharesnew addition2025-09-302025-11-06

MODG TOPGOLF CALLAWAY BRANDS CORP11.0K shares-88.36%2025-09-302025-11-06

VTRS VIATRIS INC10.3K sharesnew addition2025-09-302025-11-06

GOGO GOGO INC11.8K sharesnew addition2025-09-302025-11-06

COMP COMPASS INC12.3K shares-89.58%2025-09-302025-11-06

Sponsored

FRPT

FRESHPET INC

37.52%

Shares13.7K

Event2025-09-30

Filed2025-11-06

WAYFAIR INC

New

Shares8.3K

Event2025-09-30

Filed2025-11-06

TFX

TELEFLEX INCORPORATED

New

Shares5.6K

Event2025-09-30

Filed2025-11-06

TMDX

TRANSMEDICS GROUP INC

New

Shares6.1K

Event2025-09-30

Filed2025-11-06

OPCH

OPTION CARE HEALTH INC

New

Shares24.7K

Event2025-09-30

Filed2025-11-06

BFAM

BRIGHT HORIZONS FAM SOL IN D

New

Shares6.3K

Event2025-09-30

Filed2025-11-06

TGLS

TECNOGLASS INC

13.70%

Shares10.2K

Event2025-09-30

Filed2025-11-06

VVV

VALVOLINE INC

New

Shares18.9K

Event2025-09-30

Filed2025-11-06

ALIT

ALIGHT INC

558.61%

Shares208.2K

Event2025-09-30

Filed2025-11-06

HAYW

HAYWARD HLDGS INC

-21.76%

Shares44.8K

Event2025-09-30

Filed2025-11-06

SMG

SCOTTS MIRACLE-GRO CO

New

Shares11.7K

Event2025-09-30

Filed2025-11-06

CVNA

CARVANA CO

-41.81%

Shares1.8K

Event2025-09-30

Filed2025-11-06

GSAT

GLOBALSTAR INC

New

Shares18.2K

Event2025-09-30

Filed2025-11-06

CHEMOURS CO

-50.06%

Shares41.7K

Event2025-09-30

Filed2025-11-06

CWST

CASELLA WASTE SYS INC

New

Shares6.9K

Event2025-09-30

Filed2025-11-06

BURL

BURLINGTON STORES INC

New

Shares2.6K

Event2025-09-30

Filed2025-11-06

CELANESE CORP DEL

4.86%

Shares15.5K

Event2025-09-30

Filed2025-11-06

SFNC

SIMMONS 1ST NATL CORP

New

Shares33.9K

Event2025-09-30

Filed2025-11-06

ARLO

ARLO TECHNOLOGIES INC

New

Shares38.4K

Event2025-09-30

Filed2025-11-06

CVLT

COMMVAULT SYS INC

-20.13%

Shares3.4K

Event2025-09-30

Filed2025-11-06

KDP

KEURIG DR PEPPER INC

New

Shares25.1K

Event2025-09-30

Filed2025-11-06

WTFC

WINTRUST FINL CORP

New

Shares4.8K

Event2025-09-30

Filed2025-11-06

ROKU

ROKU INC

New

Shares6.4K

Event2025-09-30

Filed2025-11-06

TDG

TRANSDIGM GROUP INC

-0.82%

Shares481

Event2025-09-30

Filed2025-11-06

NVDA

NVIDIA CORPORATION

-49.93%

Shares3.4K

Event2025-09-30

Filed2025-11-06

NVCR

NOVOCURE LTD

New

Shares49.0K

Event2025-09-30

Filed2025-11-06