Bryce Point Capital, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Bryce Point Capital, LLC reported 168 stock positions worth $81.9 million. Its top holding was Freshpet (FRPT) at 0.9% of the portfolio, followed by Wayfair Class A (W, 0.9%) and Teleflex (TFX, 0.8%). Compared with Q2 2025, it opened 103 new positions, sold out of 112, added to 10 and reduced 55. The biggest buy was a new position in Wayfair Class A (W) and the biggest sale an exit from Toast Class A (TOST).

Most Recent 13F
Q3 2025
Location
SCARSDALE, NY
CIK
0002019492
Portfolio Value
$81.9M (Q3 2025)
SEC Filing
0001214659-25-016007 ↗ filed Nov 6, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q4 2024: $345.1M Q4 2024 Q1 2025: $133.0M Q1 2025 Q2 2025: $118.1M Q2 2025 Q3 2025: $81.9M $81.9M Q3 2025

Holdings 168 stocks · $81.9M
FRPT Freshpet Inc. 0.92% 13,661 $753K Add +37.5%
W Wayfair Inc. Class A 0.90% 8,271 $739K New
TFX Teleflex Inc. 0.84% 5,625 $688K New
TMDX Transmedics Group Inc. 0.84% 6,131 $688K New
OPCH Option Care Health Inc. 0.84% 24,737 $687K New
BFAM Bright Horizons Family Solut 0.83% 6,264 $680K New
TGLS Tecnoglass Holdings Inc. 0.83% 10,157 $680K Add +13.7%
VVV Valvoline Inc. 0.83% 18,920 $679K New
ALIT Alight Inc. Class A 0.83% 208,200 $679K Add +558.6%
HAYW Hayward Holdings Inc. 0.83% 44,769 $677K Reduce -21.8%
SMG Scotts Miracle-Gro Co. 0.81% 11,700 $666K New
CVNA Carvana Co. 0.81% 1,766 $666K Reduce -41.8%
GSAT Globalstar Inc. 0.81% 18,153 $661K New
CC The Chemours Co. 0.81% 41,661 $660K Reduce -50.1%
CWST Casella Waste Systems Inc. Class A 0.80% 6,922 $657K New
BURL Burlington Stores Inc. 0.80% 2,560 $652K New
CE Celanese Corp. 0.79% 15,475 $651K Add +4.9%
SFNC Simmons First Natl Corp. Class A 0.79% 33,932 $650K New
ARLO Arlo Technologies Inc. 0.79% 38,357 $650K New
CVLT Commvault Systems Inc. 0.79% 3,429 $647K Reduce -20.1%
KDP Keurig Dr Pepper Inc. 0.78% 25,140 $641K New
WTFC Wintrust Financial Corp. 0.78% 4,833 $640K New
ROKU Roku Inc. 0.78% 6,362 $637K New
TDG Transdigm Group Inc. 0.77% 481 $634K Reduce -0.8%
NVDA Nvidia Corp. 0.77% 3,397 $634K Reduce -49.9%
NVCR Novocure Ltd. 0.77% 48,975 $633K New
META Meta Platforms Inc. Class A 0.77% 859 $631K Add +5.7%
ALGN Align Technology Inc. 0.76% 4,987 $624K New
SONO Sonos Inc. 0.76% 39,451 $623K Add +134.7%
APPF Appfolio Inc. Class A 0.76% 2,257 $622K Add +3.6%
MQ Marqeta Inc. 0.76% 117,216 $619K New
COCO The Vita Coco Co. Inc. 0.75% 14,497 $616K Reduce -31.9%
REYN Reynolds Consumer Products I 0.75% 25,134 $615K Reduce -31.2%
STEP Stepstone Group Inc. Class A 0.75% 9,378 $612K Reduce -49.6%
ALAB Astera Labs Inc. 0.74% 3,117 $610K New
MASI Masimo Corp. 0.74% 4,135 $610K Reduce -15.3%
BBIO Bridgebio Pharma Inc. 0.74% 11,717 $609K Reduce -15.4%
BROS Dutch Bros Inc. Class A 0.74% 11,614 $608K Reduce -19.9%
TRUP Trupanion Inc. 0.74% 14,008 $606K New
AVA Avista Corp. 0.74% 15,964 $604K New
SHAK Shake Shack Inc. Class A 0.74% 6,440 $603K Reduce -0.4%
LII Lennox International Inc. 0.74% 1,138 $602K New
ANET Arista Networks Inc. 0.73% 4,099 $597K New
NBIX Neurocrine Biosciences Inc. 0.73% 4,254 $597K New
MDU Mdu Resources Group Inc. 0.72% 33,324 $594K New
P Everpure Inc. Class A filed as PURE STORAGE INC 0.72% 7,076 $593K New
APG Api Group Corp. 0.72% 17,131 $589K Reduce -30.2%
PFSI Pennymac Financial Services 0.72% 4,733 $586K New
ICUI Icu Medical Inc. 0.72% 4,886 $586K New
MP MP Materials Corp. 0.71% 8,725 $585K Reduce -62.0%
COO The Cooper Cos Inc. 0.71% 8,515 $584K New
COTY Coty Inc. Class A 0.71% 144,268 $583K New
PANW Palo Alto Networks Inc. 0.71% 2,848 $580K Reduce -27.7%
VOYA Voya Financial Inc. 0.70% 7,685 $575K New
UTHR United Therapeutics Corp. 0.70% 1,365 $572K New
TMUS T-Mobile US Inc. 0.70% 2,390 $572K New
MTSI Macom Technology Solutions H 0.70% 4,594 $572K New
EMN Eastman Chemical Co. 0.70% 9,062 $571K New
SBH Sally Beauty Holdings Inc. 0.70% 35,034 $570K New
ARES Ares Management Corp. Class A 0.70% 3,564 $570K Reduce -40.4%
NTRA Natera Inc. 0.69% 3,537 $569K Reduce -11.9%
CRDO Credo Technology Group Holdi 0.69% 3,897 $567K Reduce -64.5%
CRWD CrowdStrike Holdings Inc. Class A 0.69% 1,150 $564K Reduce -43.2%
WFRD Weatherford International PL 0.69% 8,240 $564K Reduce -54.8%
ARW Arrow Electronics Inc. 0.69% 4,640 $561K New
VITL Vital Farms Inc. 0.68% 13,600 $560K New
ENR Energizer Holdings Inc. 0.68% 22,470 $559K Reduce -38.4%
HCC Warrior Met Coal Inc. 0.68% 8,761 $558K Reduce -49.6%
ED Consolidated Edison Inc. 0.68% 5,531 $556K New
VSH Vishay Intertechnology Inc. 0.68% 36,290 $555K Reduce -39.9%
MRSH Marsh & McLennan Cos 0.67% 2,730 $550K New
ENOV Enovis Corp. 0.67% 18,109 $549K New
COIN Coinbase Global Inc. Class A 0.66% 1,613 $544K Reduce -22.7%
ADP Automatic Data Processing 0.66% 1,843 $541K New
DLB Dolby Laboratories Inc. Class A 0.66% 7,429 $538K New
MDGL Madrigal Pharmaceuticals Inc. 0.65% 1,169 $536K New
ESNT Essent Group Ltd. 0.65% 8,430 $536K New
BG Bunge Global SA 0.65% 6,585 $535K New
NXT Nextpower Inc. filed as NEXTRACKER INC 0.65% 7,217 $534K Reduce -60.7%
OI O-I Glass Inc. 0.65% 41,099 $533K New
POST Post Holdings Inc. filed as POST HLDGS INC 0.65% 4,946 $532K New
WU Western Union Co. 0.65% 66,486 $531K Add +304.1%
HOG Harley-Davidson Inc. 0.65% 19,018 $531K New
BOX Box Inc. Class A 0.65% 16,381 $529K Reduce -34.3%
EBC Eastern Bankshares Inc. 0.64% 29,113 $528K Reduce -35.6%
KNSL Kinsale Capital Group Inc. 0.64% 1,235 $525K New
CHD Church & Dwight Co. Inc. 0.64% 5,992 $525K New
ICE Intercontinental Exchange Inc. 0.64% 3,116 $525K New
ENS Enersys 0.64% 4,636 $524K Reduce -49.3%
LNWO Light & Wonder Inc. 0.63% 6,157 $517K New
ILMN Illumina Inc. 0.63% 5,429 $516K Reduce -39.3%
BR Broadridge Financial Solutio 0.63% 2,162 $515K New
BSY Bentley Systems Inc. Class B 0.63% 9,987 $514K Reduce -27.0%
MRVL Marvell Technology Inc. 0.63% 6,112 $514K New
PB Prosperity Bancshares Inc. 0.63% 7,743 $514K Reduce -34.6%
TEM Tempus AI Inc. Class A 0.63% 6,363 $514K New
TNDM Tandem Diabetes Care Inc. 0.63% 42,258 $513K New
CIVI Civitas Resources Inc. 0.62% 15,618 $508K New
ENVA Enova International Inc. 0.61% 4,320 $497K New
OLLI Ollie's Bargain Outlet Holdi 0.61% 3,872 $497K Reduce -4.3%

Show all 168 holdings

Portfolio Sells Q2 2025 → Q3 2025
TOST Toast Inc. Class A Sold out 0.00% −0.90
OSIS Osi Systems Inc. Sold out 0.00% −0.87
NE Noble Corp. PLC Sold out 0.00% −0.86
KEYS Keysight Technologies Inc. Sold out 0.00% −0.85
ESI Element Solutions Inc. Sold out 0.00% −0.83
OKTA Okta Inc. Sold out 0.00% −0.82
RBRK Rubrik Inc. Class A Sold out 0.00% −0.81
DAL Delta Air Lines Inc. Sold out 0.00% −0.80
ZBRA Zebra Technologies Corp. Class A Sold out 0.00% −0.80
DUOL Duolingo Sold out 0.00% −0.80
MTN Vail Resorts Inc. Sold out 0.00% −0.80
RL Ralph Lauren Corp. Sold out 0.00% −0.79
IBP Installed Building Products Sold out 0.00% −0.77
GPOR Gulfport Energy Corp. Sold out 0.00% −0.77
NTNX Nutanix Inc. Class A Sold out 0.00% −0.77
TT Trane Technologies PLC Sold out 0.00% −0.76
TPC Tutor Perini Corp. Sold out 0.00% −0.76
ZS Zscaler Inc. Sold out 0.00% −0.75
MIDD Middleby Corp. Sold out 0.00% −0.75
ACT Enact Holdings Inc. Sold out 0.00% −0.74
CPNG Coupang Inc. Sold out 0.00% −0.74
VRTX Vertex Pharmaceuticals Inc. Sold out 0.00% −0.74
SCHW Schwab (charles) Corp. Sold out 0.00% −0.73
CACC Credit Acceptance Corp. Sold out 0.00% −0.73
POOL Pool Corp. Sold out 0.00% −0.73
ST Sensata Technologies Holdplc Sold out 0.00% −0.72
GRND Grindr Inc. Sold out 0.00% −0.72
PRI Primerica Inc. Sold out 0.00% −0.71
VEEV Veeva Systems Inc. Class A Sold out 0.00% −0.71
PFGC Performance Food Group Co. Sold out 0.00% −0.70
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.70
NET Cloudflare Inc. Class A Sold out 0.00% −0.69
PRG Prog Holdings Inc. Sold out 0.00% −0.69
PLMR Palomar Holdings Inc. Sold out 0.00% −0.69
ALL Allstate Corp. Sold out 0.00% −0.69
PLTR Palantir Technologies Inc. Class A Sold out 0.00% −0.68
DLTR Dollar Tree Inc. Sold out 0.00% −0.68
OMF Onemain Holdings Inc. Sold out 0.00% −0.68
CLVT Clarivate PLC Sold out 0.00% −0.67
PATK Patrick Industries Inc. Sold out 0.00% −0.67
SAH Sonic Automotive Inc. Class A Sold out 0.00% −0.67
DINO HF Sinclair Corp. Sold out 0.00% −0.67
XPO Xpo Inc. Sold out 0.00% −0.67
RH RH Sold out 0.00% −0.66
HBI Hanesbrands Inc. Sold out 0.00% −0.66
DAVE Dave Inc. Sold out 0.00% −0.66
APH Amphenol Corp. Class A Sold out 0.00% −0.66
WSBC Wesbanco Inc. Sold out 0.00% −0.64
IRTC Irhythm Holdings Inc. Sold out 0.00% −0.63
CARG Cargurus Inc. Sold out 0.00% −0.63

Portfolio Buys Q2 2025 → Q3 2025
W Wayfair Inc. Class A New 0.90% +0.90
TFX Teleflex Inc. New 0.84% +0.84
TMDX Transmedics Group Inc. New 0.84% +0.84
OPCH Option Care Health Inc. New 0.84% +0.84
BFAM Bright Horizons Family Solut New 0.83% +0.83
VVV Valvoline Inc. New 0.83% +0.83
SMG Scotts Miracle-Gro Co. New 0.81% +0.81
GSAT Globalstar Inc. New 0.81% +0.81
CWST Casella Waste Systems Inc. Class A New 0.80% +0.80
BURL Burlington Stores Inc. New 0.80% +0.80
SFNC Simmons First Natl Corp. Class A New 0.79% +0.79
ARLO Arlo Technologies Inc. New 0.79% +0.79
KDP Keurig Dr Pepper Inc. New 0.78% +0.78
WTFC Wintrust Financial Corp. New 0.78% +0.78
ROKU Roku Inc. New 0.78% +0.78
NVCR Novocure Ltd. New 0.77% +0.77
ALGN Align Technology Inc. New 0.76% +0.76
MQ Marqeta Inc. New 0.76% +0.76
ALAB Astera Labs Inc. New 0.74% +0.74
TRUP Trupanion Inc. New 0.74% +0.74
AVA Avista Corp. New 0.74% +0.74
LII Lennox International Inc. New 0.74% +0.74
ANET Arista Networks Inc. New 0.73% +0.73
NBIX Neurocrine Biosciences Inc. New 0.73% +0.73
MDU Mdu Resources Group Inc. New 0.72% +0.72
P Everpure Inc. Class A New 0.72% +0.72
PFSI Pennymac Financial Services New 0.72% +0.72
ICUI Icu Medical Inc. New 0.72% +0.72
COO The Cooper Cos Inc. New 0.71% +0.71
COTY Coty Inc. Class A New 0.71% +0.71
VOYA Voya Financial Inc. New 0.70% +0.70
UTHR United Therapeutics Corp. New 0.70% +0.70
TMUS T-Mobile US Inc. New 0.70% +0.70
MTSI Macom Technology Solutions H New 0.70% +0.70
EMN Eastman Chemical Co. New 0.70% +0.70
SBH Sally Beauty Holdings Inc. New 0.70% +0.70
ARW Arrow Electronics Inc. New 0.69% +0.69
VITL Vital Farms Inc. New 0.68% +0.68
ED Consolidated Edison Inc. New 0.68% +0.68
ALIT Alight Inc. Class A Add +558.6% 0.83% +0.68
MRSH Marsh & McLennan Cos New 0.67% +0.67
ENOV Enovis Corp. New 0.67% +0.67
ADP Automatic Data Processing New 0.66% +0.66
DLB Dolby Laboratories Inc. Class A New 0.66% +0.66
MDGL Madrigal Pharmaceuticals Inc. New 0.65% +0.65
ESNT Essent Group Ltd. New 0.65% +0.65
BG Bunge Global SA New 0.65% +0.65
OI O-I Glass Inc. New 0.65% +0.65
POST Post Holdings Inc. New 0.65% +0.65
HOG Harley-Davidson Inc. New 0.65% +0.65

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 168$81.9MFRPT, W, TFX, TMDX, OPCH
Q2 2025 177$118.1MNVDA, TOST, ARES, STEP, CRWD
Q1 2025 176$133.0MPWP, NEOG, DKNG, SEI, TEAM
Q4 2024 398$345.1MNOG, DINO, STZ, WCC, TMHC