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Disclosery

Bryce Point Capital, LLC

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13F filer, CIK 2019492, SCARSDALE, NY

Bryce Point Capital, LLC reported $118,148,346 across 177 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-05. Its ten largest share positions make up 8.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-011504

Period
2025-06-30
Reported value
$118M
Holdings
177
Top 10 weight
8.73%
New
108
Sold out
107

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NVDAnew+6,785$1.07M
TOSTnew+23,964$1.06M
ARESnew+5,979$1.04M
CVNAnew+3,035$1.02M
CCSnew+17,950$1.01M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
COINreduced-3,519-$1.23M
PWPexited-51,695-$1.14M
DKNGexited-29,206-$1.12M
SEIexited-46,475-$1.11M
TEAMexited-3,986-$1.1M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Back to all 177 share positions

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PWPPERELLA WEINBERG PARTNERS51,695$1.14Mshares
DKNGDRAFTKINGS INC NEW29,206$1.12Mshares
SEISOLARIS ENERGY INFRAS INC46,475$1.11Mshares
TEAMATLASSIAN CORPORATION3,986$1.1Mshares
DOCSDOXIMITY INC15,350$1.08Mshares
DDOGDATADOG INC9,386$1.07Mshares
GTLBGITLAB INC19,152$1.07Mshares
BKUBANKUNITED INC30,153$1.06Mshares
HPEHEWLETT PACKARD ENTERPRISE C55,478$1.05Mshares
SSENTINELONE INC49,574$1.04Mshares
TTDTHE TRADE DESK INC16,727$1.03Mshares
AMCOR PLCAMCOR PLC103,766$1.03Mshares
WRBYWARBY PARKER INC50,846$1.02Mshares
ALLYALLY FINL INC26,741$1.02Mshares
MEDPMEDPACE HLDGS INC3,096$1.01Mshares
UPWKUPWORK INC66,499$1Mshares
WWWWOLVERINE WORLD WIDE INC68,582$983Kshares
ELLAUDER ESTEE COS INC13,505$969Kshares
GTLSCHART INDS INC6,266$965Kshares
TRUTRANSUNION11,236$962Kshares
IFFINTERNATIONAL FLAVORS&FRAGRA12,230$962Kshares
LCIILCI INDS9,869$961Kshares
ANETARISTA NETWORKS INC12,061$956Kshares
BYDBOYD GAMING CORP12,628$949Kshares
ABNBAIRBNB INC7,057$946Kshares
HURNHURON CONSULTING GROUP INC6,468$944Kshares
MRNAMODERNA INC28,268$944Kshares
ICFIICF INTL INC10,022$923Kshares
PRCTPROCEPT BIOROBOTICS CORP14,593$919Kshares
HPHELMERICH & PAYNE INC34,796$908Kshares
ACMRACM RESH INC32,616$907Kshares
PGNYPROGYNY INC40,745$898Kshares
WYNNWYNN RESORTS LTD10,005$898Kshares
TTCTORO CO11,515$893Kshares
ULTAULTA BEAUTY INC2,393$889Kshares
SMSM ENERGY COMPANY29,120$879Kshares
ADIANALOG DEVICES INC4,153$873Kshares
CNCCENTENE CORP DEL13,960$872Kshares
FCFSFIRSTCASH HOLDINGS INC7,648$869Kshares
NOVTNOVANTA INC5,874$868Kshares
ACMAECOM8,655$866Kshares
CFCF INDUSTRIES HOLD10,785$859Kshares
GFFGRIFFON CORP11,619$850Kshares
PENPENUMBRA INC3,009$839Kshares
NBIXNEUROCRINE BIOSCIENCES INC6,782$837Kshares
TMHCTAYLOR MORRISON HOME CORP13,209$820Kshares
SKYCHAMPION HOMES INC8,389$816Kshares
KGSKODIAK GAS SVCS INC19,693$814Kshares
MBCMASTERBRAND INC60,723$814Kshares
CVSCVS HEALTH CORP12,460$810Kshares
STZCONSTELLATION BRANDS INC4,669$807Kshares
PFEPFIZER INC31,144$805Kshares
BAHBOOZ ALLEN HAMILTON HLDG COR7,465$797Kshares
MPCMARATHON PETE CORP5,466$793Kshares
VITLVITAL FARMS INC22,587$792Kshares
XRAYDENTSPLY SIRONA INC45,089$791Kshares
RVTYREVVITY INC6,802$784Kshares
TCBITEXAS CAP BANCSHARES INC10,086$782Kshares
RXORXO INC38,219$776Kshares
NOGNORTHERN OIL & GAS INC24,330$773Kshares
UTIUNIVERSAL TECHNICAL INST INC28,999$768Kshares
ALGMALLEGRO MICROSYSTEMS INC29,971$754Kshares
TDWTIDEWATER INC NEW16,804$753Kshares
AVYAVERY DENNISON CORP4,236$751Kshares
ASPNASPEN AEROGELS INC97,059$749Kshares
DISDISNEY WALT CO7,020$749Kshares
RNRRENAISSANCERE HLDGS LTD3,136$734Kshares
RYANRYAN SPECIALTY HOLDINGS INC10,550$731Kshares
PFSIPENNYMAC FINL SVCS INC NEW7,169$728Kshares
ATENA10 NETWORKS INC41,834$721Kshares
DLBDOLBY LABORATORIES INC8,825$716Kshares
MTDRMATADOR RES CO13,998$715Kshares
MORNMORNINGSTAR INC2,365$712Kshares
MANMANPOWERGROUP INC WIS12,525$712Kshares
KHCKRAFT HEINZ CO23,811$708Kshares
TGNATEGNA INC38,831$704Kshares
HASIHA SUSTAINABLE INFRA CAP INC24,194$701Kshares
DKSDICKS SPORTING GOODS INC3,231$698Kshares
NTAPNETAPP INC7,228$696Kshares
NXSTNEXSTAR MEDIA GROUP INC4,090$686Kshares
SKWDSKYWARD SPECIALTY INS GROUP13,533$683Kshares
BURLBURLINGTON STORES INC2,731$671Kshares
ROOTROOT INC3,886$669Kshares
RSRELIANCE INC2,209$649Kshares
HRLHORMEL FOODS CORP21,420$614Kshares
RMDRESMED INC2,684$612Kshares
CRNXCRINETICS PHARMACEUTICALS IN17,371$611Kshares
AZTAAZENTA INC13,418$541Kshares
CPRXCATALYST PHARMACEUTICALS INC20,608$507Kshares
VCELVERICEL CORP9,889$478Kshares
NAMSNEWAMSTERDAM PHARMA COMPANY19,653$438Kshares
JJSFJ & J SNACK FOODS CORP2,836$369Kshares
CLDXCELLDEX THERAPEUTICS INC NEW16,265$351Kshares
PRCHPORCH GROUP INC42,679$317Kshares
SLNOSOLENO THERAPEUTICS INC3,243$233Kshares
CLMTCALUMET INC18,696$228Kshares
RPMRPM INTL INC1,816$208Kshares
MSMMSC INDL DIRECT INC2,626$205Kshares
TALOTALOS ENERGY INC16,504$153Kshares
VISNVISTANCE NETWORKS INC22,745$126Kshares
LEGLEGGETT & PLATT INC12,848$115Kshares
FOLDAMICUS THERAPEUTIC12,282$111Kshares
VLYVALLEY NATL BANCORP11,061$109Kshares
JOBYJOBY AVIATION INC15,594$106Kshares
LZLEGALZOOM COM INC12,032$103Kshares
UAAUNDER ARMOUR INC15,604$102Kshares
FSLYFASTLY INC14,530$99Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-011504 base2025-08-05acceptance time not in the bulk data set