StockDriftsStockDriftsTop 50 Bryce Point Capital, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FRPT | FRESHPET INC | 0.92% | 13.7K | $753K | +37.52%(+3.73K) | $104.74(-40.87%) | 2025-09-30 | |
| W | WAYFAIR INC | 0.9% | 8.3K | $739K | new | $46.39(+144.55%) | 2025-09-30 | |
| TFX | TELEFLEX INCORPORATED | 0.84% | 5.6K | $688K | new | $121.33(-9.33%) | 2025-09-30 | |
| TMDX | TRANSMEDICS GROUP INC | 0.84% | 6.1K | $688K | new | $116.80(+17.39%) | 2025-09-30 | |
| OPCH | OPTION CARE HEALTH INC | 0.84% | 24.7K | $687K | new | $28.81(+8.10%) | 2025-09-30 | |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | 0.83% | 6.3K | $680K | new | $118.47(-13.44%) | 2025-09-30 | |
| TGLS | TECNOGLASS INC | 0.83% | 10.2K | $680K | +13.70%(+1.22K) | $77.19(-30.39%) | 2025-09-30 | |
| VVV | VALVOLINE INC | 0.83% | 18.9K | $679K | new | $39.82(-20.87%) | 2025-09-30 | |
| ALIT | ALIGHT INC | 0.83% | 208.2K | $679K | +558.61%(+176.59K) | $4.79(-65.01%) | 2025-09-30 | |
| HAYW | HAYWARD HLDGS INC | 0.83% | 44.8K | $677K | -21.76%(-12.45K) | $15.18(+5.87%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (3 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +14.88% |
| Top 20 Holdings Unweighted | — | — | — | — | +14.56% |
Bryce Point Capital, Llc reports $81.95M in US-listed equity holdings across 168 positions in its most recent 13F filing. Its largest disclosed positions are FRPT (0.9%), W (0.9%) and TFX (0.8%). The top 20 holdings account for 16.49% of reported assets. Its disclosed equity book has returned +14.88% cumulatively over 3 quarters. Figures reflect the Q3 2025 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 Bryce Point Capital, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2019492). View Bryce Point Capital, Llc’s 13F filings on SEC