13F HOLDINGS REPORT
Bryce Point Capital, LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001214659-25-016007
Total Value
$81.9M
Positions
168
Other Managers
0
Confidential Omitted
No
Holdings (168)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FRESHPET INC | FRPT | 13,661 | $752,858 | 0.92% |
| 2 | WAYFAIR INC | W | 8,271 | $738,848 | 0.90% |
| 3 | TELEFLEX INCORPORATED | TFX | 5,625 | $688,275 | 0.84% |
| 4 | TRANSMEDICS GROUP INC | TMDX | 6,131 | $687,898 | 0.84% |
| 5 | OPTION CARE HEALTH INC | OPCH | 24,737 | $686,699 | 0.84% |
| 6 | BRIGHT HORIZONS FAM SOL IN D | 109194100 | 6,264 | $680,082 | 0.83% |
| 7 | TECNOGLASS INC | TGLS | 10,157 | $679,605 | 0.83% |
| 8 | VALVOLINE INC | VVV | 18,920 | $679,417 | 0.83% |
| 9 | ALIGHT INC | ALIT | 208,200 | $678,732 | 0.83% |
| 10 | HAYWARD HLDGS INC | HAYW | 44,769 | $676,907 | 0.83% |
| 11 | SCOTTS MIRACLE-GRO CO | SMG | 11,700 | $666,315 | 0.81% |
| 12 | CARVANA CO | CVNA | 1,766 | $666,206 | 0.81% |
| 13 | GLOBALSTAR INC | GSAT | 18,153 | $660,588 | 0.81% |
| 14 | CHEMOURS CO | CC | 41,661 | $659,910 | 0.81% |
| 15 | CASELLA WASTE SYS INC | CWST | 6,922 | $656,759 | 0.80% |
| 16 | BURLINGTON STORES INC | BURL | 2,560 | $651,520 | 0.80% |
| 17 | CELANESE CORP DEL | CE | 15,475 | $651,188 | 0.79% |
| 18 | SIMMONS 1ST NATL CORP | 828730200 | 33,932 | $650,476 | 0.79% |
| 19 | ARLO TECHNOLOGIES INC | ARLO | 38,357 | $650,151 | 0.79% |
| 20 | COMMVAULT SYS INC | CVLT | 3,429 | $647,327 | 0.79% |
| 21 | KEURIG DR PEPPER INC | KDP | 25,140 | $641,321 | 0.78% |
| 22 | WINTRUST FINL CORP | 97650W108 | 4,833 | $640,083 | 0.78% |
| 23 | ROKU INC | ROKU | 6,362 | $637,027 | 0.78% |
| 24 | TRANSDIGM GROUP INC | TDG | 481 | $633,968 | 0.77% |
| 25 | NVIDIA CORPORATION | NVDA | 3,397 | $633,812 | 0.77% |
| 26 | NOVOCURE LTD | NVCR | 48,975 | $632,757 | 0.77% |
| 27 | META PLATFORMS INC | META | 859 | $630,832 | 0.77% |
| 28 | ALIGN TECHNOLOGY INC | ALGN | 4,987 | $624,472 | 0.76% |
| 29 | SONOS INC | SONO | 39,451 | $623,326 | 0.76% |
| 30 | APPFOLIO INC | APPF | 2,257 | $622,165 | 0.76% |
| 31 | MARQETA INC | MQ | 117,216 | $618,900 | 0.76% |
| 32 | VITA COCO CO INC | COCO | 14,497 | $615,688 | 0.75% |
| 33 | REYNOLDS CONSUMER PRODS INC | 76171L106 | 25,134 | $615,029 | 0.75% |
| 34 | STEPSTONE GROUP INC | STEP | 9,378 | $612,477 | 0.75% |
| 35 | ASTERA LABS INC | ALAB | 3,117 | $610,309 | 0.74% |
| 36 | MASIMO CORP | MASI | 4,135 | $610,119 | 0.74% |
| 37 | BRIDGEBIO PHARMA INC | BBIO | 11,717 | $608,581 | 0.74% |
| 38 | DUTCH BROS INC | BROS | 11,614 | $607,877 | 0.74% |
| 39 | TRUPANION INC | TRUP | 14,008 | $606,266 | 0.74% |
| 40 | AVISTA CORP | AVA | 15,964 | $603,599 | 0.74% |
| 41 | SHAKE SHACK INC | SHAK | 6,440 | $602,848 | 0.74% |
| 42 | LENNOX INTL INC | 526107107 | 1,138 | $602,412 | 0.74% |
| 43 | ARISTA NETWORKS INC | ANET | 4,099 | $597,265 | 0.73% |
| 44 | NEUROCRINE BIOSCIENCES INC | NBIX | 4,254 | $597,177 | 0.73% |
| 45 | MDU RES GROUP INC | 552690109 | 33,324 | $593,500 | 0.72% |
| 46 | PURE STORAGE INC | 74624M102 | 7,076 | $593,040 | 0.72% |
| 47 | API GROUP CORP | APG | 17,131 | $588,792 | 0.72% |
| 48 | PENNYMAC FINL SVCS INC NEW | 70932M107 | 4,733 | $586,324 | 0.72% |
| 49 | ICU MED INC | ICUI | 4,886 | $586,125 | 0.72% |
| 50 | MP MATERIALS CORP | MP | 8,725 | $585,186 | 0.71% |
| 51 | COOPER COS INC | 216648501 | 8,515 | $583,788 | 0.71% |
| 52 | COTY INC | COTY | 144,268 | $582,843 | 0.71% |
| 53 | PALO ALTO NETWORKS INC | PANW | 2,848 | $579,910 | 0.71% |
| 54 | VOYA FINANCIAL INC | VOYA-PB | 7,685 | $574,838 | 0.70% |
| 55 | UNITED THERAPEUTICS CORP DEL | UTHR | 1,365 | $572,222 | 0.70% |
| 56 | T-MOBILE US INC | TMUSZ | 2,390 | $572,118 | 0.70% |
| 57 | MACOM TECH SOLUTIONS HLDGS I | 55405Y100 | 4,594 | $571,907 | 0.70% |
| 58 | EASTMAN CHEM CO | EMN | 9,062 | $571,359 | 0.70% |
| 59 | SALLY BEAUTY HLDGS INC | SBH | 35,034 | $570,354 | 0.70% |
| 60 | ARES MANAGEMENT CORPORATION | ARES-PB | 3,564 | $569,848 | 0.70% |
| 61 | NATERA INC | NTRA | 3,537 | $569,351 | 0.69% |
| 62 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 3,897 | $567,442 | 0.69% |
| 63 | CROWDSTRIKE HLDGS INC | CRWD | 1,150 | $563,937 | 0.69% |
| 64 | WEATHERFORD INTL PLC | G48833118 | 8,240 | $563,863 | 0.69% |
| 65 | ARROW ELECTRS INC | 042735100 | 4,640 | $561,440 | 0.69% |
| 66 | VITAL FARMS INC | VITL | 13,600 | $559,640 | 0.68% |
| 67 | ENERGIZER HLDGS INC NEW | ENR | 22,470 | $559,278 | 0.68% |
| 68 | WARRIOR MET COAL INC | HCC | 8,761 | $557,550 | 0.68% |
| 69 | CONSOLIDATED EDISON INC | ED | 5,531 | $555,976 | 0.68% |
| 70 | VISHAY INTERTECHNOLOGY INC | VSH | 36,290 | $555,237 | 0.68% |
| 71 | MARSH & MCLENNAN COS INC | 571748102 | 2,730 | $550,177 | 0.67% |
| 72 | ENOVIS CORPORATION | ENOV | 18,109 | $549,427 | 0.67% |
| 73 | COINBASE GLOBAL INC | COIN | 1,613 | $544,371 | 0.66% |
| 74 | AUTOMATIC DATA PROCESSING IN | ADP | 1,843 | $540,921 | 0.66% |
| 75 | DOLBY LABORATORIES INC | DLB | 7,429 | $537,637 | 0.66% |
| 76 | MADRIGAL PHARMACEUTICALS INC | MDGL | 1,169 | $536,174 | 0.65% |
| 77 | ESSENT GROUP LTD | ESNT | 8,430 | $535,811 | 0.65% |
| 78 | BUNGE GLOBAL SA | BG | 6,585 | $535,031 | 0.65% |
| 79 | NEXTRACKER INC | NXT | 7,217 | $533,986 | 0.65% |
| 80 | O-I GLASS INC | OI | 41,099 | $533,054 | 0.65% |
| 81 | POST HLDGS INC | POST | 4,946 | $531,596 | 0.65% |
| 82 | WESTERN UN CO | WU | 66,486 | $531,223 | 0.65% |
| 83 | HARLEY DAVIDSON INC | HOG | 19,018 | $530,602 | 0.65% |
| 84 | BOX INC | BXCAP | 16,381 | $528,615 | 0.65% |
| 85 | EASTERN BANKSHARES INC | EBC | 29,113 | $528,401 | 0.64% |
| 86 | KINSALE CAP GROUP INC | 49714P108 | 1,235 | $525,196 | 0.64% |
| 87 | CHURCH & DWIGHT CO INC | CHD | 5,992 | $525,079 | 0.64% |
| 88 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 3,116 | $524,984 | 0.64% |
| 89 | ENERSYS | ENS | 4,636 | $523,683 | 0.64% |
| 90 | LIGHT & WONDER INC | LAWIL | 6,157 | $516,819 | 0.63% |
| 91 | ILLUMINA INC | ILMN | 5,429 | $515,592 | 0.63% |
| 92 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 2,162 | $514,924 | 0.63% |
| 93 | BENTLEY SYS INC | BSY | 9,987 | $514,131 | 0.63% |
| 94 | MARVELL TECHNOLOGY INC | MRVL | 6,112 | $513,836 | 0.63% |
| 95 | PROSPERITY BANCSHARES INC | PB | 7,743 | $513,748 | 0.63% |
| 96 | TEMPUS AI INC | TEM | 6,363 | $513,558 | 0.63% |
| 97 | TANDEM DIABETES CARE INC | TNDM | 42,258 | $513,012 | 0.63% |
| 98 | CIVITAS RESOURCES INC | 17888H103 | 15,618 | $507,585 | 0.62% |
| 99 | ENOVA INTL INC | 29357K103 | 4,320 | $497,189 | 0.61% |
| 100 | OLLIES BARGAIN OUTLET HLDGS | 681116109 | 3,872 | $497,165 | 0.61% |
| 101 | DROPBOX INC | DBX | 16,441 | $496,683 | 0.61% |
| 102 | SOUTHWEST AIRLS CO | 844741108 | 15,524 | $495,371 | 0.60% |
| 103 | NEOGENOMICS INC | NEO | 64,084 | $494,728 | 0.60% |
| 104 | LOAR HOLDINGS INC | LOAR | 6,181 | $494,480 | 0.60% |
| 105 | CENTURY CMNTYS INC | 156504300 | 7,749 | $491,054 | 0.60% |
| 106 | EVERSOURCE ENERGY | ES | 6,860 | $488,020 | 0.60% |
| 107 | PORTLAND GEN ELEC CO | 736508847 | 10,941 | $481,404 | 0.59% |
| 108 | JFROG LTD | FROG | 10,126 | $479,264 | 0.58% |
| 109 | BRIGHTHOUSE FINL INC | 10922N103 | 9,020 | $478,782 | 0.58% |
| 110 | VARONIS SYS INC | VRNS | 8,312 | $477,691 | 0.58% |
| 111 | ARCBEST CORP | ARCB | 6,816 | $476,234 | 0.58% |
| 112 | LUMEN TECHNOLOGIES INC | LUMN | 77,673 | $475,359 | 0.58% |
| 113 | BRINKS CO | BCO | 4,060 | $474,452 | 0.58% |
| 114 | FLUENCE ENERGY INC | FLNC | 43,864 | $473,731 | 0.58% |
| 115 | CNO FINL GROUP INC | 12621E103 | 11,884 | $470,012 | 0.57% |
| 116 | BURFORD CAP LTD | BUR | 39,197 | $468,796 | 0.57% |
| 117 | QUAKER HOUGHTON | 747316107 | 3,545 | $467,054 | 0.57% |
| 118 | G III APPAREL GROUP LTD | GIII | 17,447 | $464,265 | 0.57% |
| 119 | MIRUM PHARMACEUTICALS INC | MIRM | 6,319 | $463,246 | 0.57% |
| 120 | CF INDS HLDGS INC | 125269100 | 5,135 | $460,610 | 0.56% |
| 121 | NEWS CORP NEW | NWSLL | 14,983 | $460,128 | 0.56% |
| 122 | RUSH STREET INTERACTIVE INC | RSI | 22,199 | $454,636 | 0.55% |
| 123 | KEMPER CORP | KMPB | 8,756 | $451,372 | 0.55% |
| 124 | CABLE ONE INC | CABO | 2,539 | $449,530 | 0.55% |
| 125 | PINNACLE WEST CAP CORP | PNW | 4,968 | $445,431 | 0.54% |
| 126 | PVH CORPORATION | PVH | 5,262 | $440,798 | 0.54% |
| 127 | AUTODESK INC | ADSK | 1,369 | $434,890 | 0.53% |
| 128 | EQUIFAX INC | EFX | 1,673 | $429,175 | 0.52% |
| 129 | BJS WHSL CLUB HLDGS INC | 05550J101 | 4,511 | $420,651 | 0.51% |
| 130 | FORTINET INC | FTNT | 4,900 | $411,992 | 0.50% |
| 131 | RUSH ENTERPRISES INC | RUSHB | 7,701 | $411,772 | 0.50% |
| 132 | PAYCHEX INC | PAYX | 3,197 | $405,252 | 0.49% |
| 133 | PRIMO BRANDS CORPORATION | PRMB | 18,186 | $401,911 | 0.49% |
| 134 | ROIVANT SCIENCES LTD | ROIV | 26,506 | $401,036 | 0.49% |
| 135 | INTUIT | INTU | 564 | $385,161 | 0.47% |
| 136 | CIDARA THERAPEUTICS INC | 171757206 | 3,977 | $380,838 | 0.46% |
| 137 | PERRIGO CO PLC | PRGO | 16,914 | $376,675 | 0.46% |
| 138 | NEXTERA ENERGY INC | NEE-PW | 4,980 | $375,940 | 0.46% |
| 139 | WORKDAY INC | WDAY | 1,508 | $363,021 | 0.44% |
| 140 | BANCORP INC DEL | TBBK | 4,774 | $357,525 | 0.44% |
| 141 | KYMERA THERAPEUTICS INC | KYMR | 5,921 | $335,129 | 0.41% |
| 142 | LINDE PLC | LIN | 691 | $328,225 | 0.40% |
| 143 | VIKING THERAPEUTICS INC | VKTX | 11,612 | $305,163 | 0.37% |
| 144 | NCR VOYIX CORPORATION | NCRRP | 23,497 | $294,887 | 0.36% |
| 145 | ORGANON & CO | OGN | 25,758 | $275,095 | 0.34% |
| 146 | SUPERNUS PHARMACEUTICALS INC | SUPN | 5,619 | $268,532 | 0.33% |
| 147 | KINIKSA PHARMACEUTICALS INTL | G52694109 | 6,831 | $265,248 | 0.32% |
| 148 | DISC MEDICINE INC | IRON | 3,912 | $258,505 | 0.32% |
| 149 | CELCUITY INC | CELC | 5,171 | $255,447 | 0.31% |
| 150 | ACUITY INC | AYI | 676 | $232,808 | 0.28% |
| 151 | LAMB WESTON HLDGS INC | LW | 3,777 | $219,368 | 0.27% |
| 152 | RPM INTL INC | 749685103 | 1,797 | $211,830 | 0.26% |
| 153 | WINNEBAGO INDS INC | 974637100 | 6,121 | $204,686 | 0.25% |
| 154 | FORTREA HLDGS INC | FTRE | 15,615 | $131,478 | 0.16% |
| 155 | ONDAS HLDGS INC | ONDS | 15,959 | $123,203 | 0.15% |
| 156 | ARCHER AVIATION INC | ACHR-WT | 12,615 | $120,852 | 0.15% |
| 157 | NAVITAS SEMICONDUCTOR CORP | NVTS | 16,260 | $117,397 | 0.14% |
| 158 | AMPRIUS TECHNOLOGIES INC | AMPX-WT | 11,146 | $117,256 | 0.14% |
| 159 | TRANSOCEAN LTD | RIG | 35,521 | $110,826 | 0.14% |
| 160 | AURORA INNOVATION INC | AUROW | 20,114 | $108,414 | 0.13% |
| 161 | CRESCENT ENERGY COMPANY | CRGY | 12,077 | $107,727 | 0.13% |
| 162 | SOLID POWER INC | SLDPW | 30,935 | $107,344 | 0.13% |
| 163 | ARHAUS INC | ARHS | 10,096 | $107,320 | 0.13% |
| 164 | UNDER ARMOUR INC | UA | 21,410 | $106,836 | 0.13% |
| 165 | TOPGOLF CALLAWAY BRANDS CORP | 131193104 | 11,025 | $104,738 | 0.13% |
| 166 | VIATRIS INC | VTRS | 10,323 | $102,198 | 0.12% |
| 167 | GOGO INC | GOGO | 11,837 | $101,680 | 0.12% |
| 168 | COMPASS INC | COMP | 12,305 | $98,809 | 0.12% |