StockDriftsStockDriftsTop 21 Berylson Capital Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | 18.59% | 24.5K | $7.7M | +0.00%(+0) | — | 2024-09-30 | |
| NCNO | NCINO INC | 10.04% | 131.0K | $4.1M | new | — | 2024-09-30 | |
| CFLT | CONFLUENT INC | 8.06% | 163.0K | $3.3M | +90.87%(+77.60K) | — | 2024-09-30 | |
| CWH | CAMPING WORLD HLDGS INC | 6.96% | 118.4K | $2.9M | -7.79%(-10.00K) | — | 2024-09-30 | |
| BILL | BILL HOLDINGS INC | 5.74% | 44.8K | $2.4M | -36.00%(-25.20K) | — | 2024-09-30 | |
| LSPD | LIGHTSPEED COMMERCE INC | 5.72% | 143.0K | $2.4M | +3.25%(+4.50K) | — | 2024-09-30 | |
| SNAP | SNAP INC | 5.51% | 212.0K | $2.3M | new | — | 2024-09-30 | |
| BASE | COUCHBASE INC | 5.05% | 129.0K | $2.1M | new | — | 2024-09-30 | |
| APPN | APPIAN CORP | 4.52% | 54.5K | $1.9M | new | — | 2024-09-30 | |
| NPWR | NET POWER INC | 4.17% | 244.8K | $1.7M | +40.72%(+70.85K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Berylson Capital Partners, Llc reports $41.20M in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are CPAY (18.6%), NCNO (10.0%) and CFLT (8.1%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Berylson Capital Partners, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1572664). View Berylson Capital Partners, Llc’s 13F filings on SEC