Bryce Point Capital, LLC
Follow13F filer, CIK 2019492, SCARSDALE, NY
Bryce Point Capital, LLC reported $81,947,437 across 168 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 8.48% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-016007
- Period
- 2025-09-30
- Reported value
- $81.9M
- Holdings
- 168
- Top 10 weight
- 8.48%
- New
- 103
- Sold out
- 112
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| Wnew | +8,271 | $739K |
| TFXnew | +5,625 | $688K |
| TMDXnew | +6,131 | $688K |
| OPCHnew | +24,737 | $687K |
| BFAMnew | +6,264 | $680K |
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
| Security | Shares change | Approx. value |
|---|---|---|
| TOSTexited | -23,964 | -$1.06M |
| CRDOreduced | -7,075 | -$1.03M |
| OSISexited | -4,549 | -$1.02M |
| NEexited | -38,065 | -$1.01M |
| KEYSexited | -6,104 | -$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 168 share positions
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| TOSTTOAST INC | 23,964 | $1.06M | shares |
| OSISOSI SYSTEMS INC | 4,549 | $1.02M | shares |
| NENOBLE CORP PLC | 38,065 | $1.01M | shares |
| KEYSKEYSIGHT TECHNOLOGIES INC | 6,104 | $1M | shares |
| ESIELEMENT SOLUTIONS INC | 43,477 | $985K | shares |
| OKTAOKTA INC | 9,718 | $972K | shares |
| RBRKRUBRIK INC. | 10,738 | $962K | shares |
| DALDELTA AIR LINES INC | 19,328 | $951K | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 3,080 | $950K | shares |
| DUOLDUOLINGO INC | 2,306 | $946K | shares |
| MTNVAIL RESORTS INC | 5,990 | $941K | shares |
| RLRALPH LAUREN CORP | 3,386 | $929K | shares |
| IBPINSTALLED BLDG PRODS INC | 5,041 | $909K | shares |
| GPORGULFPORT ENERGY CORP | 4,510 | $907K | shares |
| NTNXNUTANIX INC | 11,828 | $904K | shares |
| TTTRANE TECHNOLOGIES PLC | 2,051 | $897K | shares |
| TPCTUTOR PERINI CORP | 19,098 | $893K | shares |
| ZSZSCALER INC | 2,836 | $890K | shares |
| MIDDMIDDLEBY CORP | 6,130 | $883K | shares |
| ACTENACT HLDGS INC | 23,600 | $877K | shares |
| CPNGCOUPANG INC | 29,168 | $874K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 1,956 | $871K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 9,510 | $868K | shares |
| CACCCREDIT ACCEP CORP MICH | 1,701 | $867K | shares |
| POOLPOOL CORP | 2,968 | $865K | shares |
| STSENSATA TECHNOLOGIES HLDG PL | 28,269 | $851K | shares |
| GRNDGRINDR INC | 37,475 | $851K | shares |
| PRIPRIMERICA INC | 3,061 | $838K | shares |
| VEEVVEEVA SYS INC | 2,905 | $837K | shares |
| PFGCPERFORMANCE FOOD GROUP CO | 9,505 | $831K | shares |
| GOOGLALPHABET INC | 4,710 | $830K | shares |
| NETCLOUDFLARE INC | 4,161 | $815K | shares |
| PRGPROG HOLDINGS INC | 27,690 | $813K | shares |
| PLMRPALOMAR HLDGS INC | 5,253 | $810K | shares |
| ALLALLSTATE CORP | 4,023 | $810K | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 5,897 | $804K | shares |
| DLTRDOLLAR TREE INC | 8,096 | $802K | shares |
| OMFONEMAIN HLDGS INC | 14,023 | $799K | shares |
| CLVTCLARIVATE PLC | 185,402 | $797K | shares |
| PATKPATRICK INDS INC | 8,619 | $795K | shares |
| SAHSONIC AUTOMOTIVE INC | 9,921 | $793K | shares |
| DINOHF SINCLAIR CORP | 19,229 | $790K | shares |
| XPOXPO INC | 6,237 | $788K | shares |
| RHRH | 4,146 | $784K | shares |
| HANESBRANDS INCHANESBRANDS INC | 170,100 | $779K | shares |
| DAVEDAVE INC | 2,900 | $778K | shares |
| APHAMPHENOL CORP | 7,864 | $777K | shares |
| WSBCWESBANCO INC | 23,895 | $756K | shares |
| IRTCIRHYTHM HOLDINGS INC | 4,860 | $748K | shares |
| NEOGNEOGEN CORP | 154,958 | $741K | shares |
| CARGCARGURUS INC | 22,128 | $741K | shares |
| BKEBUCKLE INC | 16,307 | $740K | shares |
| HQYHEALTHEQUITY INC | 7,056 | $739K | shares |
| UTZUTZ BRANDS INC | 58,733 | $737K | shares |
| GSHDGOOSEHEAD INS INC | 6,954 | $734K | shares |
| FMCFMC CORP | 17,488 | $730K | shares |
| PAYCPAYCOM SOFTWARE INC | 3,103 | $718K | shares |
| AESIATLAS ENERGY SOLUTIONS INC | 52,551 | $703K | shares |
| WWDWOODWARD INC | 2,866 | $702K | shares |
| WSFSWSFS FINL CORP | 12,692 | $698K | shares |
| ACGLARCH CAP GROUP LTD | 7,584 | $691K | shares |
| FISFIDELITY NATL INFORMATION SV | 8,470 | $690K | shares |
| EVHEVOLENT HEALTH INC | 61,044 | $687K | shares |
| LLOEWS CORP | 7,429 | $681K | shares |
| MCKMCKESSON CORP | 926 | $679K | shares |
| GOLFACUSHNET HLDGS CORP | 9,312 | $678K | shares |
| THSTREEHOUSE FOODS INC | 34,803 | $676K | shares |
| HTGCHERCULES CAPITAL INC | 36,842 | $673K | shares |
| CXTCRANE NXT CO | 12,368 | $667K | shares |
| PRGSPROGRESS SOFTWARE CORP | 10,354 | $661K | shares |
| PCTYPAYLOCITY HLDG CORP | 3,644 | $660K | shares |
| KLACKLA CORP | 732 | $656K | shares |
| AWRAMER STATES WTR CO | 8,536 | $654K | shares |
| VRSKVERISK ANALYTICS INC | 2,054 | $640K | shares |
| KRYSKRYSTAL BIOTECH INC | 4,323 | $594K | shares |
| ZDZIFF DAVIS INC | 19,332 | $585K | shares |
| INSMINSMED INC | 5,793 | $583K | shares |
| MCYMERCURY GENL CORP NEW | 8,640 | $582K | shares |
| DASHDOORDASH INC | 2,350 | $579K | shares |
| WGSGENEDX HOLDINGS CORP | 6,274 | $579K | shares |
| JPMJPMORGAN CHASE & CO | 1,932 | $560K | shares |
| SGISOMNIGROUP INTERNATIONAL INC | 7,752 | $528K | shares |
| SYKSTRYKER CORPORATION | 1,299 | $514K | shares |
| WMTWALMART INC | 5,023 | $491K | shares |
| SYNASYNAPTICS INC | 7,455 | $483K | shares |
| XRXXEROX HOLDINGS CORP | 72,989 | $385K | shares |
| RVLVREVOLVE GROUP INC | 17,435 | $350K | shares |
| PTGXPROTAGONIST THERAPEUTICS INC | 6,200 | $343K | shares |
| ANIPANI PHARMACEUTICALS INC | 4,472 | $292K | shares |
| PBIPITNEY BOWES INC | 25,173 | $275K | shares |
| DVAXDYNAVAX TECHNOLOGIES CORP | 26,129 | $259K | shares |
| SNDXSYNDAX PHARMACEUTICALS INC | 21,109 | $198K | shares |
| WBDWARNER BROS DISCOVERY INC | 16,986 | $195K | shares |
| KEYKEYCORP | 10,637 | $185K | shares |
| MBLYMOBILEYE GLOBAL INC | 10,253 | $184K | shares |
| SNAPSNAP INC | 20,625 | $179K | shares |
| FLYWFLYWIRE CORPORATION | 15,030 | $176K | shares |
| ACVAACV AUCTIONS INC | 10,826 | $176K | shares |
| LYFTLYFT INC | 10,891 | $172K | shares |
| RUMRUM GROUP INC | 19,067 | $171K | shares |
| DBRGDIGITALBRIDGE GROUP INC | 16,475 | $171K | shares |
| ARWRARROWHEAD PHARMACEUTICALS IN | 10,409 | $164K | shares |
| FFORD MTR CO | 15,150 | $164K | shares |
| PRPERMIAN RESOURCES CORP | 11,672 | $159K | shares |
| GTXGARRETT MOTION INC | 15,076 | $158K | shares |
| HUNHUNTSMAN CORP | 14,978 | $156K | shares |
| ARRYARRAY TECHNOLOGIES INC | 26,116 | $154K | shares |
| AALAMERICAN AIRLINES GROUP INC | 13,613 | $153K | shares |
| AVTRAVANTOR INC | 11,283 | $152K | shares |
| LBRTLIBERTY ENERGY INC | 12,837 | $147K | shares |
| SHLSSHOALS TECHNOLOGIES GROUP IN | 30,974 | $132K | shares |
| DYNDYNE THERAPEUTICS INC | 12,055 | $115K | shares |
How Q3 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).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001214659-25-016007 | base | 2025-11-06 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001214659-25-016007 | Quarter ended 2025-09-30 | 2025-11-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-25-011504 | Quarter ended 2025-06-30 | 2025-08-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-25-007083 | Quarter ended 2025-03-31 | 2025-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001214659-25-002469 | Quarter ended 2024-12-31 | 2025-02-12 | acceptance time not in the bulk data set |