Fund HoldingsBryce Point Capital, LLC

Total Portfolio Value
$118.15M
Total Bought
$74.08M
Total Sold
$87.33M
Net Transaction
-$13.25M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)06,785+6,78501,0720.91%+1,072
TOAST INC(TOST)023,964+23,96401,0610.90%+1,061
ARES MANAGEMENT CORPORATION(ARES)05,979+5,97901,0360.88%+1,036
CARVANA CO(CVNA)03,035+3,03501,0230.87%+1,023
CENTURY CMNTYS INC(CCS)017,950+17,95001,0110.86%+1,011
KEYSIGHT TECHNOLOGIES INC(KEYS)06,104+6,10401,0000.85%+1,000
NEXTRACKER INC018,358+18,35809980.84%+998
RUBRIK INC.(RBRK)010,738+10,73809620.81%+962
VISHAY INTERTECHNOLOGY INC(VSH)060,418+60,41809590.81%+959
CHEMOURS CO(CC)083,429+83,42909550.81%+955
DELTA AIR LINES INC DEL(DAL)019,328+19,32809510.80%+951
ZEBRA TECHNOLOGIES CORPORATI(ZBRA)03,080+3,08009500.80%+950
DUOLINGO INC(DUOL)02,306+2,30609460.80%+946
VAIL RESORTS INC(MTN)05,990+5,99009410.80%+941
RALPH LAUREN CORP(RL)03,386+3,38609290.79%+929
WEATHERFORD INTL PLC(WFRD)018,222+18,22209170.78%+917
INSTALLED BLDG PRODS INC(IBP)05,041+5,04109090.77%+909
GULFPORT ENERGY CORP(GPOR)04,510+4,51009070.77%+907
NUTANIX INC(NTNX)011,828+11,82809040.77%+904
TUTOR PERINI CORP(TPC)019,098+19,09808930.76%+893
ZSCALER INC(ZS)02,836+2,83608900.75%+890
MIDDLEBY CORP(MIDD)06,130+6,13008830.75%+883
ENACT HLDGS INC023,600+23,60008770.74%+877
COUPANG INC(CPNG)029,168+29,16808740.74%+874
SCHWAB CHARLES CORP(SCHW)09,510+9,51008680.73%+868
CREDIT ACCEP CORP MICH(CACC)01,701+1,70108670.73%+867
ILLUMINA INC(ILMN)08,947+8,94708540.72%+854
SENSATA TECHNOLOGIES HLDG PL
SHS
028,269+28,26908510.72%+851
GRINDR INC(GRND)037,475+37,47508510.72%+851
PRIMERICA INC(PRI)03,061+3,06108380.71%+838
VEEVA SYS INC(VEEV)02,905+2,90508370.71%+837
PROSPERITY BANCSHARES INC(PB)011,847+11,84708320.70%+832
MASIMO CORP04,885+4,88508220.70%+822
CLOUDFLARE INC(NET)04,161+4,16108150.69%+815
PROG HOLDINGS INC(PRG)027,690+27,69008130.69%+813
PALOMAR HLDGS INC(PLMR)05,253+5,25308100.69%+810
PALO ALTO NETWORKS INC(PANW)03,941+3,94108060.68%+806
PALANTIR TECHNOLOGIES INC(PLTR)05,897+5,89708040.68%+804
DOLLAR TREE INC(DLTR)08,096+8,09608020.68%+802
ONEMAIN HLDGS INC(OMF)014,023+14,02307990.68%+799
SONIC AUTOMOTIVE INC(SAH)09,921+9,92107930.67%+793
ENERSYS(ENS)09,144+9,14407840.66%+784
RH(RH)04,146+4,14607840.66%+784
REYNOLDS CONSUMER PRODS INC(REYN)036,532+36,53207830.66%+783
DAVE INC(DAVE)02,900+2,90007780.66%+778
AMPHENOL CORP NEW07,864+7,86407770.66%+777
VITA COCO CO INC(COCO)021,298+21,29807690.65%+769
TOPGOLF CALLAWAY BRANDS CORP(CALY)094,708+94,70807620.65%+762
LOAR HOLDINGS INC(LOAR)08,840+8,84007620.64%+762
WESBANCO INC(WSBC)023,895+23,89507560.64%+756
COMMVAULT SYS INC(CVLT)04,293+4,29307480.63%+748
IRHYTHM TECHNOLOGIES INC(IRTC)04,860+4,86007480.63%+748
KEMPER CORP(KMPB)011,499+11,49907420.63%+742
COMPASS INC(COMP)0118,125+118,12507420.63%+742
HEALTHEQUITY INC(HQY)07,056+7,05607390.63%+739
BENTLEY SYS INC(BSY)013,689+13,68907390.63%+739
TRANSDIGM GROUP INC(TDG)0485+48507380.62%+738
UTZ BRANDS INC058,733+58,73307370.62%+737
PAYCOM SOFTWARE INC(PAYC)03,103+3,10307180.61%+718
TECNOGLASS INC(TGLS)08,933+8,93306910.58%+691
ARCH CAP GROUP LTD
ORD
07,584+7,58406910.58%+691
FIDELITY NATL INFORMATION SV(FIS)08,470+8,47006900.58%+690
MCKESSON CORP(MCK)0926+92606790.57%+679
ACUSHNET HLDGS CORP09,312+9,31206780.57%+678
TREEHOUSE FOODS INC034,803+34,80306760.57%+676
HERCULES CAPITAL INC(HCXY)036,842+36,84206730.57%+673
KLA CORP(KLAC)0732+73206560.55%+656
PORTLAND GEN ELEC CO(POR)015,973+15,97306490.55%+649
VERISK ANALYTICS INC(VRSK)02,054+2,05406400.54%+640
CABLE ONE INC04,443+4,44306030.51%+603
META PLATFORMS INC(META)0813+81306000.51%+600
BRIDGEBIO PHARMA INC(BBIO)013,856+13,85605980.51%+598
CRESCENT ENERGY COMPANY(CRGY)083,927+83,92707220.61%+722
NEXTERA ENERGY INC(NEE)08,496+8,49605900.50%+590
INSMED INC(INSM)05,793+5,79305830.49%+583
MERCURY GENL CORP NEW(MCY)08,640+8,64005820.49%+582
DOORDASH INC(DASH)02,350+2,35005790.49%+579
GENEDX HOLDINGS CORP(WGS)06,274+6,27405790.49%+579
FORTINET INC(FTNT)05,452+5,45205760.49%+576
JPMORGAN CHASE & CO.(JPM)01,932+1,93205600.47%+560
STRYKER CORPORATION(SYK)01,299+1,29905140.43%+514
APPFOLIO INC(APPF)02,178+2,17805020.42%+502
VIKING THERAPEUTICS INC(VKTX)018,840+18,84004990.42%+499
WALMART INC(WMT)05,023+5,02304910.42%+491
ORGANON & CO(OGN)048,068+48,06804650.39%+465
XEROX HOLDINGS CORP072,989+72,98903850.33%+385
CROWDSTRIKE HLDGS INC(CRWD)1,8492,024+1756731,0310.87%+357
PROTAGONIST THERAPEUTICS INC06,200+6,20003430.29%+343
ANI PHARMACEUTICALS INC(ANIP)04,472+4,47202920.25%+292
VERTEX PHARMACEUTICALS INC(VRTX)01,956+1,95608710.74%+871
OSI SYSTEMS INC(OSIS)04,549+4,54901,0230.87%+1,023
SYNDAX PHARMACEUTICALS INC(SNDX)021,109+21,10901980.17%+198
STEPSTONE GROUP INC(STEP)15,84918,619+2,7708371,0330.87%+196
KEYCORP(KEY)010,637+10,63701850.16%+185
MOBILEYE GLOBAL INC(MBLY)010,253+10,25301840.16%+184
SONOS INC(SONO)016,811+16,81101820.15%+182
ALIGHT INC(ALIT)031,612+31,61201790.15%+179
FLYWIRE CORPORATION(FLYW)015,030+15,03001760.15%+176
ACV AUCTIONS INC(ACVA)010,826+10,82601760.15%+176
LYFT INC(LYFT)010,891+10,89101720.15%+172
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