BRYCE POINT CAPITAL, LLC

PrivateCIK: 2019492
Location

SCARSDALE, NY

168
Positions
$81.95M
Total AUM (reported)
2.54M
Total Shares

Allocation by class

TOTAL AUM$81.95M168 positions
COM$52.67M64.3%
CL A$8.71M10.6%
COM CL A$5.50M6.7%
COM NEW$3.85M4.7%
ORD SHS$2.82M3.4%
COM SHS$1.63M2.0%
CLASS A COM$1.37M1.7%

Portfolio Concentration

Top 32.7%4–105.8%11–2511.9%Rest79.6%TOP 108.5%0%100%
Top 3$2.18M2.7%
4–10$4.77M5.8%
11–25$9.75M11.9%
Rest$65.25M79.6%

Top 3 weight

2.7%

Top 10 weight

8.5%

Voting Authority Distribution

Total shares with voting rights: 2.54M

Sole

Full voting authority

2.54M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole168
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings168
Rows:

FRESHPET INC

SOLE
COM
Shares13.66K
TypeSH
Market value$752.9K
0.92%
Sole
13.66K
Shared
0.00
None
0.00

WAYFAIR INC

SOLE
CL A
Shares8.27K
TypeSH
Market value$738.8K
0.90%
Sole
8.27K
Shared
0.00
None
0.00

TELEFLEX INCORPORATED

SOLE
COM
Shares5.63K
TypeSH
Market value$688.3K
0.84%
Sole
5.63K
Shared
0.00
None
0.00

TRANSMEDICS GROUP INC

SOLE
COM
Shares6.13K
TypeSH
Market value$687.9K
0.84%
Sole
6.13K
Shared
0.00
None
0.00

OPTION CARE HEALTH INC

SOLE
COM NEW
Shares24.74K
TypeSH
Market value$686.7K
0.84%
Sole
24.74K
Shared
0.00
None
0.00

BRIGHT HORIZONS FAM SOL IN D

SOLE
COM
Shares6.26K
TypeSH
Market value$680.1K
0.83%
Sole
6.26K
Shared
0.00
None
0.00

TECNOGLASS INC

SOLE
ORD SHS
Shares10.16K
TypeSH
Market value$679.6K
0.83%
Sole
10.16K
Shared
0.00
None
0.00

VALVOLINE INC

SOLE
COM
Shares18.92K
TypeSH
Market value$679.4K
0.83%
Sole
18.92K
Shared
0.00
None
0.00

ALIGHT INC

SOLE
COM CL A
Shares208.20K
TypeSH
Market value$678.7K
0.83%
Sole
208.20K
Shared
0.00
None
0.00

HAYWARD HLDGS INC

SOLE
COM
Shares44.77K
TypeSH
Market value$676.9K
0.83%
Sole
44.77K
Shared
0.00
None
0.00

SCOTTS MIRACLE-GRO CO

SOLE
CL A
Shares11.70K
TypeSH
Market value$666.3K
0.81%
Sole
11.70K
Shared
0.00
None
0.00

CARVANA CO

SOLE
CL A
Shares1.77K
TypeSH
Market value$666.2K
0.81%
Sole
1.77K
Shared
0.00
None
0.00

GLOBALSTAR INC

SOLE
COM NEW
Shares18.15K
TypeSH
Market value$660.6K
0.81%
Sole
18.15K
Shared
0.00
None
0.00

CHEMOURS CO

SOLE
COM
Shares41.66K
TypeSH
Market value$659.9K
0.81%
Sole
41.66K
Shared
0.00
None
0.00

CASELLA WASTE SYS INC

SOLE
CL A
Shares6.92K
TypeSH
Market value$656.8K
0.80%
Sole
6.92K
Shared
0.00
None
0.00

BURLINGTON STORES INC

SOLE
COM
Shares2.56K
TypeSH
Market value$651.5K
0.80%
Sole
2.56K
Shared
0.00
None
0.00

CELANESE CORP DEL

SOLE
COM
Shares15.47K
TypeSH
Market value$651.2K
0.79%
Sole
15.47K
Shared
0.00
None
0.00

SIMMONS 1ST NATL CORP

SOLE
CL A $1 PAR
Shares33.93K
TypeSH
Market value$650.5K
0.79%
Sole
33.93K
Shared
0.00
None
0.00

ARLO TECHNOLOGIES INC

SOLE
COM
Shares38.36K
TypeSH
Market value$650.2K
0.79%
Sole
38.36K
Shared
0.00
None
0.00

COMMVAULT SYS INC

SOLE
COM
Shares3.43K
TypeSH
Market value$647.3K
0.79%
Sole
3.43K
Shared
0.00
None
0.00

KEURIG DR PEPPER INC

SOLE
COM
Shares25.14K
TypeSH
Market value$641.3K
0.78%
Sole
25.14K
Shared
0.00
None
0.00

WINTRUST FINL CORP

SOLE
COM
Shares4.83K
TypeSH
Market value$640.1K
0.78%
Sole
4.83K
Shared
0.00
None
0.00

ROKU INC

SOLE
COM CL A
Shares6.36K
TypeSH
Market value$637.0K
0.78%
Sole
6.36K
Shared
0.00
None
0.00

TRANSDIGM GROUP INC

SOLE
COM
Shares481.00
TypeSH
Market value$634.0K
0.77%
Sole
481.00
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares3.40K
TypeSH
Market value$633.8K
0.77%
Sole
3.40K
Shared
0.00
None
0.00
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