Bryce Point Capital, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-06-30 to 2025-09-30, Bryce Point Capital, LLC opened 101 positions, added to 9, reduced 53, sold out of 111 and left 0 unchanged. The largest increase in value was W (+$738,848); the largest decrease was TOST (-$1,061,366).
- W: Country of operation United States; Class CL A; Shares 2025-06-30 0; Shares 2025-09-30 8,271.
- TFX: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 5,625.
- TMDX: Country of operation United States; Class COM; Shares 2025-06-30 0; Shares 2025-09-30 6,131.
- OPCH: Country of operation United States; Class COM NEW; Shares 2025-06-30 0; Shares 2025-09-30 24,737.
Two Form 13F-HR filings compared (SEC CIK 2019492): 2025-06-30 (filed 2025-08-05) and 2025-09-30 (filed 2025-11-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-06-30 | Shares 2025-09-30 | Share change | Value 2025-06-30 | Value 2025-09-30 | Value change |
|---|---|---|---|---|---|---|---|---|
| W WAYFAIR INC | United States | CL A | 0 | 8,271 | +8,271 | $0 | $738,848 | +$738,848 |
| TFX TELEFLEX INCORPORATED | United States | COM | 0 | 5,625 | +5,625 | $0 | $688,275 | +$688,275 |
| TMDX TRANSMEDICS GROUP INC | United States | COM | 0 | 6,131 | +6,131 | $0 | $687,898 | +$687,898 |
| OPCH OPTION CARE HEALTH INC | United States | COM NEW | 0 | 24,737 | +24,737 | $0 | $686,699 | +$686,699 |
| BFAM BRIGHT HORIZONS FAM SOL IN D | United States | COM | 0 | 6,264 | +6,264 | $0 | $680,082 | +$680,082 |
| VVV VALVOLINE INC | United States | COM | 0 | 18,920 | +18,920 | $0 | $679,417 | +$679,417 |
| SMG SCOTTS MIRACLE-GRO CO | United States | CL A | 0 | 11,700 | +11,700 | $0 | $666,315 | +$666,315 |
| GSAT GLOBALSTAR INC | United States | COM NEW | 0 | 18,153 | +18,153 | $0 | $660,588 | +$660,588 |
| CWST CASELLA WASTE SYS INC | United States | CL A | 0 | 6,922 | +6,922 | $0 | $656,759 | +$656,759 |
| BURL BURLINGTON STORES INC | United States | COM | 0 | 2,560 | +2,560 | $0 | $651,520 | +$651,520 |
| SFNC SIMMONS 1ST NATL CORP | United States | CL A $1 PAR | 0 | 33,932 | +33,932 | $0 | $650,476 | +$650,476 |
| ARLO ARLO TECHNOLOGIES INC | United States | COM | 0 | 38,357 | +38,357 | $0 | $650,151 | +$650,151 |
| KDP KEURIG DR PEPPER INC | United States | COM | 0 | 25,140 | +25,140 | $0 | $641,321 | +$641,321 |
| WTFC WINTRUST FINL CORP | United States | COM | 0 | 4,833 | +4,833 | $0 | $640,083 | +$640,083 |
| ROKU ROKU INC | United States | COM CL A | 0 | 6,362 | +6,362 | $0 | $637,027 | +$637,027 |
| NVCR NOVOCURE LTD | ORD SHS | 0 | 48,975 | +48,975 | $0 | $632,757 | +$632,757 | |
| ALGN ALIGN TECHNOLOGY INC | United States | COM | 0 | 4,987 | +4,987 | $0 | $624,472 | +$624,472 |
| ALAB ASTERA LABS INC | United States | COM | 0 | 3,117 | +3,117 | $0 | $610,309 | +$610,309 |
| TRUP TRUPANION INC | United States | COM | 0 | 14,008 | +14,008 | $0 | $606,266 | +$606,266 |
| AVA AVISTA CORP | United States | COM | 0 | 15,964 | +15,964 | $0 | $603,599 | +$603,599 |
| LII LENNOX INTL INC | United States | COM | 0 | 1,138 | +1,138 | $0 | $602,412 | +$602,412 |
| ANET ARISTA NETWORKS INC | United States | COM SHS | 0 | 4,099 | +4,099 | $0 | $597,265 | +$597,265 |
| NBIX NEUROCRINE BIOSCIENCES INC | United States | COM | 0 | 4,254 | +4,254 | $0 | $597,177 | +$597,177 |
| MDU MDU RES GROUP INC | United States | COM | 0 | 33,324 | +33,324 | $0 | $593,500 | +$593,500 |
| P PURE STORAGE INC | United States | CL A | 0 | 7,076 | +7,076 | $0 | $593,040 | +$593,040 |
| PFSI PENNYMAC FINL SVCS INC NEW | United States | COM | 0 | 4,733 | +4,733 | $0 | $586,324 | +$586,324 |
| ICUI ICU MED INC | United States | COM | 0 | 4,886 | +4,886 | $0 | $586,125 | +$586,125 |
| COO COOPER COS INC | United States | COM | 0 | 8,515 | +8,515 | $0 | $583,788 | +$583,788 |
| COTY COTY INC | United States | COM CL A | 0 | 144,268 | +144,268 | $0 | $582,843 | +$582,843 |
| VOYA VOYA FINANCIAL INC | United States | COM | 0 | 7,685 | +7,685 | $0 | $574,838 | +$574,838 |
| UTHR UNITED THERAPEUTICS CORP DEL | United States | COM | 0 | 1,365 | +1,365 | $0 | $572,222 | +$572,222 |
| TMUS T-MOBILE US INC | United States | COM | 0 | 2,390 | +2,390 | $0 | $572,118 | +$572,118 |
| MTSI MACOM TECH SOLUTIONS HLDGS I | United States | COM | 0 | 4,594 | +4,594 | $0 | $571,907 | +$571,907 |
| EMN EASTMAN CHEM CO | United States | COM | 0 | 9,062 | +9,062 | $0 | $571,359 | +$571,359 |
| SBH SALLY BEAUTY HLDGS INC | United States | COM | 0 | 35,034 | +35,034 | $0 | $570,354 | +$570,354 |
| ARW ARROW ELECTRS INC | United States | COM | 0 | 4,640 | +4,640 | $0 | $561,440 | +$561,440 |
| VITL VITAL FARMS INC | United States | COM | 0 | 13,600 | +13,600 | $0 | $559,640 | +$559,640 |
| ED CONSOLIDATED EDISON INC | United States | COM | 0 | 5,531 | +5,531 | $0 | $555,976 | +$555,976 |
| MRSH MARSH & MCLENNAN COS INC | United States | COM | 0 | 2,730 | +2,730 | $0 | $550,177 | +$550,177 |
| ENOV ENOVIS CORPORATION | United States | COM | 0 | 18,109 | +18,109 | $0 | $549,427 | +$549,427 |
| ADP AUTOMATIC DATA PROCESSING IN | United States | COM | 0 | 1,843 | +1,843 | $0 | $540,921 | +$540,921 |
| DLB DOLBY LABORATORIES INC | United States | COM CL A | 0 | 7,429 | +7,429 | $0 | $537,637 | +$537,637 |
| MDGL MADRIGAL PHARMACEUTICALS INC | United States | COM | 0 | 1,169 | +1,169 | $0 | $536,174 | +$536,174 |
| ESNT ESSENT GROUP LTD | COM | 0 | 8,430 | +8,430 | $0 | $535,811 | +$535,811 | |
| BG BUNGE GLOBAL SA | Switzerland | COM SHS | 0 | 6,585 | +6,585 | $0 | $535,031 | +$535,031 |
| OI O-I GLASS INC | United States | COM | 0 | 41,099 | +41,099 | $0 | $533,054 | +$533,054 |
| POST POST HLDGS INC | United States | COM | 0 | 4,946 | +4,946 | $0 | $531,596 | +$531,596 |
| HOG HARLEY DAVIDSON INC | United States | COM | 0 | 19,018 | +19,018 | $0 | $530,602 | +$530,602 |
| KNSL KINSALE CAP GROUP INC | United States | COM | 0 | 1,235 | +1,235 | $0 | $525,196 | +$525,196 |
| CHD CHURCH & DWIGHT CO INC | United States | COM | 0 | 5,992 | +5,992 | $0 | $525,079 | +$525,079 |
| ICE INTERCONTINENTAL EXCHANGE IN | United States | COM | 0 | 3,116 | +3,116 | $0 | $524,984 | +$524,984 |
| BR BROADRIDGE FINL SOLUTIONS IN | United States | COM | 0 | 2,162 | +2,162 | $0 | $514,924 | +$514,924 |
| MRVL MARVELL TECHNOLOGY INC | United States | COM | 0 | 6,112 | +6,112 | $0 | $513,836 | +$513,836 |
| TEM TEMPUS AI INC | United States | CL A | 0 | 6,363 | +6,363 | $0 | $513,558 | +$513,558 |
| TNDM TANDEM DIABETES CARE INC | United States | COM NEW | 0 | 42,258 | +42,258 | $0 | $513,012 | +$513,012 |
| CIVI CIVITAS RESOURCES INC | United States | COM NEW | 0 | 15,618 | +15,618 | $0 | $507,585 | +$507,585 |
| ENVA ENOVA INTL INC | United States | COM | 0 | 4,320 | +4,320 | $0 | $497,189 | +$497,189 |
| DBX DROPBOX INC | United States | CL A | 0 | 16,441 | +16,441 | $0 | $496,683 | +$496,683 |
| NEO NEOGENOMICS INC | United States | COM NEW | 0 | 64,084 | +64,084 | $0 | $494,728 | +$494,728 |
| ES EVERSOURCE ENERGY | United States | COM | 0 | 6,860 | +6,860 | $0 | $488,020 | +$488,020 |
| FROG JFROG LTD | United States | ORD SHS | 0 | 10,126 | +10,126 | $0 | $479,264 | +$479,264 |
| VRNS VARONIS SYS INC | United States | COM | 0 | 8,312 | +8,312 | $0 | $477,691 | +$477,691 |
| ARCB ARCBEST CORP | United States | COM | 0 | 6,816 | +6,816 | $0 | $476,234 | +$476,234 |
| BCO BRINKS CO | United States | COM | 0 | 4,060 | +4,060 | $0 | $474,452 | +$474,452 |
| BUR BURFORD CAP LTD | Guernsey | ORD SHS | 0 | 39,197 | +39,197 | $0 | $468,796 | +$468,796 |
| KWR QUAKER HOUGHTON | United States | COM | 0 | 3,545 | +3,545 | $0 | $467,054 | +$467,054 |
| GIII G III APPAREL GROUP LTD | United States | COM | 0 | 17,447 | +17,447 | $0 | $464,265 | +$464,265 |
| MIRM MIRUM PHARMACEUTICALS INC | United States | COM | 0 | 6,319 | +6,319 | $0 | $463,246 | +$463,246 |
| CF CF INDS HLDGS INC | United States | COM | 0 | 5,135 | +5,135 | $0 | $460,610 | +$460,610 |
| NWSA NEWS CORP NEW | United States | CL A | 0 | 14,983 | +14,983 | $0 | $460,128 | +$460,128 |
| PNW PINNACLE WEST CAP CORP | United States | COM | 0 | 4,968 | +4,968 | $0 | $445,431 | +$445,431 |
| PVH PVH CORPORATION | United States | COM | 0 | 5,262 | +5,262 | $0 | $440,798 | +$440,798 |
| ADSK AUTODESK INC | United States | COM | 0 | 1,369 | +1,369 | $0 | $434,890 | +$434,890 |
| BJ BJS WHSL CLUB HLDGS INC | United States | COM | 0 | 4,511 | +4,511 | $0 | $420,651 | +$420,651 |
| PAYX PAYCHEX INC | United States | COM | 0 | 3,197 | +3,197 | $0 | $405,252 | +$405,252 |
| PRMB PRIMO BRANDS CORPORATION | United States | CLASS A COM SHS | 0 | 18,186 | +18,186 | $0 | $401,911 | +$401,911 |
| CDTX CIDARA THERAPEUTICS INC | United States | COM NEW | 0 | 3,977 | +3,977 | $0 | $380,838 | +$380,838 |
| PRGO PERRIGO CO PLC | Ireland | SHS | 0 | 16,914 | +16,914 | $0 | $376,675 | +$376,675 |
| TBBK BANCORP INC DEL | United States | COM | 0 | 4,774 | +4,774 | $0 | $357,525 | +$357,525 |
| KYMR KYMERA THERAPEUTICS INC | United States | COM | 0 | 5,921 | +5,921 | $0 | $335,129 | +$335,129 |
| LIN LINDE PLC | United Kingdom | SHS | 0 | 691 | +691 | $0 | $328,225 | +$328,225 |
| VYX NCR VOYIX CORPORATION | United States | COM | 0 | 23,497 | +23,497 | $0 | $294,887 | +$294,887 |
| SUPN SUPERNUS PHARMACEUTICALS INC | United States | COM | 0 | 5,619 | +5,619 | $0 | $268,532 | +$268,532 |
| KNSA KINIKSA PHARMACEUTICALS INTL | United Kingdom | ORD SHS CL A | 0 | 6,831 | +6,831 | $0 | $265,248 | +$265,248 |
| IRON DISC MEDICINE INC | United States | COM | 0 | 3,912 | +3,912 | $0 | $258,505 | +$258,505 |
| CELC CELCUITY INC | United States | COM | 0 | 5,171 | +5,171 | $0 | $255,447 | +$255,447 |
| AYI ACUITY INC | United States | COM | 0 | 676 | +676 | $0 | $232,808 | +$232,808 |
| LW LAMB WESTON HLDGS INC | United States | COM | 0 | 3,777 | +3,777 | $0 | $219,368 | +$219,368 |
| RPM RPM INTL INC | United States | COM | 0 | 1,797 | +1,797 | $0 | $211,830 | +$211,830 |
| WGO WINNEBAGO INDS INC | United States | COM | 0 | 6,121 | +6,121 | $0 | $204,686 | +$204,686 |
| FTRE FORTREA HLDGS INC | United States | COMMON STOCK | 0 | 15,615 | +15,615 | $0 | $131,478 | +$131,478 |
| ONDS ONDAS HLDGS INC | United States | COM NEW | 0 | 15,959 | +15,959 | $0 | $123,203 | +$123,203 |
| NVTS NAVITAS SEMICONDUCTOR CORP | United States | COM | 0 | 16,260 | +16,260 | $0 | $117,397 | +$117,397 |
| AMPX AMPRIUS TECHNOLOGIES INC | United States | COMMON STOCK | 0 | 11,146 | +11,146 | $0 | $117,256 | +$117,256 |
| RIG TRANSOCEAN LTD | REGISTERED SHS | 0 | 35,521 | +35,521 | $0 | $110,826 | +$110,826 | |
| AUR AURORA INNOVATION INC | United States | CLASS A COM | 0 | 20,114 | +20,114 | $0 | $108,414 | +$108,414 |
| SLDP SOLID POWER INC | United States | CLASS A COM | 0 | 30,935 | +30,935 | $0 | $107,344 | +$107,344 |
| ARHS ARHAUS INC | United States | COM CL A | 0 | 10,096 | +10,096 | $0 | $107,320 | +$107,320 |
| UAA UNDER ARMOUR INC | United States | CL A | 0 | 21,410 | +21,410 | $0 | $106,836 | +$106,836 |
| VTRS VIATRIS INC | United States | COM | 0 | 10,323 | +10,323 | $0 | $102,198 | +$102,198 |
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