Bryce Point Capital, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WAYFAIR INC(W) | 0 | 8,271 | +8,271 | 0 | 738,848 | 0.90% | +738,848 |
| TELEFLEX INCORPORATED(TFX) | 0 | 5,625 | +5,625 | 0 | 688,275 | 0.84% | +688,275 |
| TRANSMEDICS GROUP INC(TMDX) | 0 | 6,131 | +6,131 | 0 | 687,898 | 0.84% | +687,898 |
| OPTION CARE HEALTH INC(OPCH) | 0 | 24,737 | +24,737 | 0 | 686,699 | 0.84% | +686,699 |
| BRIGHT HORIZONS FAM SOL IN D(BFAM) | 0 | 6,264 | +6,264 | 0 | 680,082 | 0.83% | +680,082 |
| VALVOLINE INC(VVV) | 0 | 18,920 | +18,920 | 0 | 679,417 | 0.83% | +679,417 |
| SCOTTS MIRACLE-GRO CO(SMG) | 0 | 11,700 | +11,700 | 0 | 666,315 | 0.81% | +666,315 |
| GLOBALSTAR INC(GSAT) | 0 | 18,153 | +18,153 | 0 | 660,588 | 0.81% | +660,588 |
| CASELLA WASTE SYS INC(CWST) | 0 | 6,922 | +6,922 | 0 | 656,759 | 0.80% | +656,759 |
| BURLINGTON STORES INC(BURL) | 0 | 2,560 | +2,560 | 0 | 651,520 | 0.80% | +651,520 |
| SIMMONS 1ST NATL CORP(SFNC) | 0 | 33,932 | +33,932 | 0 | 650,476 | 0.79% | +650,476 |
| ARLO TECHNOLOGIES INC(ARLO) | 0 | 38,357 | +38,357 | 0 | 650,151 | 0.79% | +650,151 |
| KEURIG DR PEPPER INC(KDP) | 0 | 25,140 | +25,140 | 0 | 641,321 | 0.78% | +641,321 |
| WINTRUST FINL CORP(WTFC) | 0 | 4,833 | +4,833 | 0 | 640,083 | 0.78% | +640,083 |
| ROKU INC(ROKU) | 0 | 6,362 | +6,362 | 0 | 637,027 | 0.78% | +637,027 |
| NOVOCURE LTD(NVCR) | 0 | 48,975 | +48,975 | 0 | 632,757 | 0.77% | +632,757 |
| ALIGN TECHNOLOGY INC | 0 | 4,987 | +4,987 | 0 | 624,472 | 0.76% | +624,472 |
| MARQETA INC(MQ) | 0 | 117,216 | +117,216 | 0 | 618,900 | 0.76% | +618,900 |
| ASTERA LABS INC(ALAB) | 0 | 3,117 | +3,117 | 0 | 610,309 | 0.74% | +610,309 |
| TRUPANION INC(TRUP) | 0 | 14,008 | +14,008 | 0 | 606,266 | 0.74% | +606,266 |
| AVISTA CORP(AVA) | 0 | 15,964 | +15,964 | 0 | 603,599 | 0.74% | +603,599 |
| LENNOX INTL INC(LII) | 0 | 1,138 | +1,138 | 0 | 602,412 | 0.74% | +602,412 |
| ARISTA NETWORKS INC(ANET) | 0 | 4,099 | +4,099 | 0 | 597,265 | 0.73% | +597,265 |
| NEUROCRINE BIOSCIENCES INC(NBIX) | 0 | 4,254 | +4,254 | 0 | 597,177 | 0.73% | +597,177 |
| MDU RES GROUP INC(MDU) | 0 | 33,324 | +33,324 | 0 | 593,500 | 0.72% | +593,500 |
| PURE STORAGE INC(P) | 0 | 7,076 | +7,076 | 0 | 593,040 | 0.72% | +593,040 |
| PENNYMAC FINL SVCS INC NEW(PFSI) | 0 | 4,733 | +4,733 | 0 | 586,324 | 0.72% | +586,324 |
| ICU MED INC(ICUI) | 0 | 4,886 | +4,886 | 0 | 586,125 | 0.72% | +586,125 |
| COOPER COS INC(COO) | 0 | 8,515 | +8,515 | 0 | 583,788 | 0.71% | +583,788 |
| COTY INC(COTY) | 0 | 144,268 | +144,268 | 0 | 582,843 | 0.71% | +582,843 |
| VOYA FINANCIAL INC(VOYA) | 0 | 7,685 | +7,685 | 0 | 574,838 | 0.70% | +574,838 |
| UNITED THERAPEUTICS CORP DEL(UTHR) | 0 | 1,365 | +1,365 | 0 | 572,222 | 0.70% | +572,222 |
| T-MOBILE US INC(TMUS) | 0 | 2,390 | +2,390 | 0 | 572,118 | 0.70% | +572,118 |
| MACOM TECH SOLUTIONS HLDGS I(MTSI) | 0 | 4,594 | +4,594 | 0 | 571,907 | 0.70% | +571,907 |
| EASTMAN CHEM CO(EMN) | 0 | 9,062 | +9,062 | 0 | 571,359 | 0.70% | +571,359 |
| SALLY BEAUTY HLDGS INC | 0 | 35,034 | +35,034 | 0 | 570,354 | 0.70% | +570,354 |
| ARROW ELECTRS INC | 0 | 4,640 | +4,640 | 0 | 561,440 | 0.69% | +561,440 |
| VITAL FARMS INC | 0 | 13,600 | +13,600 | 0 | 559,640 | 0.68% | +559,640 |
| CONSOLIDATED EDISON INC(ED) | 0 | 5,531 | +5,531 | 0 | 555,976 | 0.68% | +555,976 |
| MARSH & MCLENNAN COS INC(MRSH) | 0 | 2,730 | +2,730 | 0 | 550,177 | 0.67% | +550,177 |
| ENOVIS CORPORATION(ENOV) | 0 | 18,109 | +18,109 | 0 | 549,427 | 0.67% | +549,427 |
| AUTOMATIC DATA PROCESSING IN | 0 | 1,843 | +1,843 | 0 | 540,921 | 0.66% | +540,921 |
| DOLBY LABORATORIES INC(DLB) | 0 | 7,429 | +7,429 | 0 | 537,637 | 0.66% | +537,637 |
| MADRIGAL PHARMACEUTICALS INC(MDGL) | 0 | 1,169 | +1,169 | 0 | 536,174 | 0.65% | +536,174 |
| ESSENT GROUP LTD(ESNT) | 0 | 8,430 | +8,430 | 0 | 535,811 | 0.65% | +535,811 |
| BUNGE GLOBAL SA(BG) | 0 | 6,585 | +6,585 | 0 | 535,031 | 0.65% | +535,031 |
| O-I GLASS INC(OI) | 0 | 41,099 | +41,099 | 0 | 533,054 | 0.65% | +533,054 |
| POST HLDGS INC(POST) | 0 | 4,946 | +4,946 | 0 | 531,596 | 0.65% | +531,596 |
| HARLEY DAVIDSON INC(HOG) | 0 | 19,018 | +19,018 | 0 | 530,602 | 0.65% | +530,602 |
| KINSALE CAP GROUP INC(KNSL) | 0 | 1,235 | +1,235 | 0 | 525,196 | 0.64% | +525,196 |
| CHURCH & DWIGHT CO INC(CHD) | 0 | 5,992 | +5,992 | 0 | 525,079 | 0.64% | +525,079 |
| INTERCONTINENTAL EXCHANGE IN(ICE) | 0 | 3,116 | +3,116 | 0 | 524,984 | 0.64% | +524,984 |
| LIGHT & WONDER INC(LNWO) | 0 | 6,157 | +6,157 | 0 | 516,819 | 0.63% | +516,819 |
| BROADRIDGE FINL SOLUTIONS IN(BR) | 0 | 2,162 | +2,162 | 0 | 514,924 | 0.63% | +514,924 |
| MARVELL TECHNOLOGY INC(MRVL) | 0 | 6,112 | +6,112 | 0 | 513,836 | 0.63% | +513,836 |
| TEMPUS AI INC(TEM) | 0 | 6,363 | +6,363 | 0 | 513,558 | 0.63% | +513,558 |
| TANDEM DIABETES CARE INC(TNDM) | 0 | 42,258 | +42,258 | 0 | 513,012 | 0.63% | +513,012 |
| CIVITAS RESOURCES INC | 0 | 15,618 | +15,618 | 0 | 507,585 | 0.62% | +507,585 |
| ALIGHT INC(ALIT) | 31,612 | 208,200 | +176,588 | 178,924 | 678,732 | 0.83% | +499,808 |
| ENOVA INTL INC(ENVA) | 0 | 4,320 | +4,320 | 0 | 497,189 | 0.61% | +497,189 |
| DROPBOX INC(DBX) | 0 | 16,441 | +16,441 | 0 | 496,683 | 0.61% | +496,683 |
| NEOGENOMICS INC(NEO) | 0 | 64,084 | +64,084 | 0 | 494,728 | 0.60% | +494,728 |
| EVERSOURCE ENERGY(ES) | 0 | 6,860 | +6,860 | 0 | 488,020 | 0.60% | +488,020 |
| JFROG LTD(FROG) | 0 | 10,126 | +10,126 | 0 | 479,264 | 0.58% | +479,264 |
| VARONIS SYS INC(VRNS) | 0 | 8,312 | +8,312 | 0 | 477,691 | 0.58% | +477,691 |
| ARCBEST CORP(ARCB) | 0 | 6,816 | +6,816 | 0 | 476,234 | 0.58% | +476,234 |
| BRINKS CO(BCO) | 0 | 4,060 | +4,060 | 0 | 474,452 | 0.58% | +474,452 |
| BURFORD CAP LTD | 0 | 39,197 | +39,197 | 0 | 468,796 | 0.57% | +468,796 |
| QUAKER HOUGHTON(KWR) | 0 | 3,545 | +3,545 | 0 | 467,054 | 0.57% | +467,054 |
| G III APPAREL GROUP LTD(GIII) | 0 | 17,447 | +17,447 | 0 | 464,265 | 0.57% | +464,265 |
| MIRUM PHARMACEUTICALS INC(MIRM) | 0 | 6,319 | +6,319 | 0 | 463,246 | 0.57% | +463,246 |
| CF INDS HLDGS INC(CF) | 0 | 5,135 | +5,135 | 0 | 460,610 | 0.56% | +460,610 |
| NEWS CORP NEW(NWS) | 0 | 14,983 | +14,983 | 0 | 460,128 | 0.56% | +460,128 |
| PINNACLE WEST CAP CORP(PNW) | 0 | 4,968 | +4,968 | 0 | 445,431 | 0.54% | +445,431 |
| SONOS INC(SONO) | 16,811 | 39,451 | +22,640 | 181,727 | 623,326 | 0.76% | +441,599 |
| PVH CORPORATION(PVH) | 0 | 5,262 | +5,262 | 0 | 440,798 | 0.54% | +440,798 |
| AUTODESK INC | 0 | 1,369 | +1,369 | 0 | 434,890 | 0.53% | +434,890 |
| BJS WHSL CLUB HLDGS INC(BJ) | 0 | 4,511 | +4,511 | 0 | 420,651 | 0.51% | +420,651 |
| PAYCHEX INC(PAYX) | 0 | 3,197 | +3,197 | 0 | 405,252 | 0.49% | +405,252 |
| PRIMO BRANDS CORPORATION(PRMB) | 0 | 18,186 | +18,186 | 0 | 401,911 | 0.49% | +401,911 |
| WESTERN UN CO(WU) | 16,454 | 66,486 | +50,032 | 138,543 | 531,223 | 0.65% | +392,680 |
| CIDARA THERAPEUTICS INC | 0 | 3,977 | +3,977 | 0 | 380,838 | 0.46% | +380,838 |
| PERRIGO CO PLC(PRGO) | 0 | 16,914 | +16,914 | 0 | 376,675 | 0.46% | +376,675 |
| BANCORP INC DEL(TBBK) | 0 | 4,774 | +4,774 | 0 | 357,525 | 0.44% | +357,525 |
| KYMERA THERAPEUTICS INC(KYMR) | 0 | 5,921 | +5,921 | 0 | 335,129 | 0.41% | +335,129 |
| LINDE PLC(LIN) | 0 | 691 | +691 | 0 | 328,225 | 0.40% | +328,225 |
| LUMEN TECHNOLOGIES INC(LUMN) | 38,640 | 77,673 | +39,033 | 169,243 | 475,359 | 0.58% | +306,116 |
| NCR VOYIX CORPORATION | 0 | 23,497 | +23,497 | 0 | 294,887 | 0.36% | +294,887 |
| SUPERNUS PHARMACEUTICALS INC(SUPN) | 0 | 5,619 | +5,619 | 0 | 268,532 | 0.33% | +268,532 |
| KINIKSA PHARMACEUTICALS INTL(KNSA) | 0 | 6,831 | +6,831 | 0 | 265,248 | 0.32% | +265,248 |
| DISC MEDICINE INC(IRON) | 0 | 3,912 | +3,912 | 0 | 258,505 | 0.32% | +258,505 |
| CELCUITY INC(CELC) | 0 | 5,171 | +5,171 | 0 | 255,447 | 0.31% | +255,447 |
| ACUITY INC(AYI) | 0 | 676 | +676 | 0 | 232,808 | 0.28% | +232,808 |
| LAMB WESTON HLDGS INC(LW) | 0 | 3,777 | +3,777 | 0 | 219,368 | 0.27% | +219,368 |
| RPM INTL INC(RPM) | 0 | 1,797 | +1,797 | 0 | 211,830 | 0.26% | +211,830 |
| WINNEBAGO INDS INC(WGO) | 0 | 6,121 | +6,121 | 0 | 204,686 | 0.25% | +204,686 |
| FORTREA HLDGS INC(FTRE) | 0 | 15,615 | +15,615 | 0 | 131,478 | 0.16% | +131,478 |
| ONDAS HLDGS INC(ONDS) | 0 | 15,959 | +15,959 | 0 | 123,203 | 0.15% | +123,203 |
| APPFOLIO INC(APPF) | 2,178 | 2,257 | +79 | 501,550 | 622,165 | 0.76% | +120,615 |
| NAVITAS SEMICONDUCTOR CORP(NVTS) | 0 | 16,260 | +16,260 | 0 | 117,397 | 0.14% | +117,397 |