BP

Bryce Point Capital, LLC

13F
Bryce Point Capital, LLC
Last update 2025-05-07 176 Stocks (81 new)
Value $133.00 Mil Turnover 51 %
Countries:
Top Holdings: PWP(0.86%)NEOG(0.84%)DKNG(0.84%)SEI(0.84%)TEAM(0.82%)
Summary Stock Picks Current Portfolio
Bryce Point Capital, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PWP
Perella Weinberg Partners
51,695
1,143.6
New Holding
0.860
+0.86%
0.080
+25.45%
-16.61%
1,253.2
Capital Markets
NEOG
Neogen Corp
114,256
1,122.3
New Holding
0.840
+0.84%
0.050
+7.97%
-60.96%
1,028.8
Medical Diagnostics & Research
DKNG
DraftKings Inc
29,206
1,121.5
-30.99%
0.840
-0.14%
0.010
+30.08%
+17.53%
21,697.6
Travel & Leisure
SEI
Solaris Energy Infrastructure Inc
46,475
1,112.7
New Holding
0.840
+0.84%
0.120
+53.90%
+2.44%
1,179.4
Oil & Gas
TEAM
Atlassian Corp
3,986
1,096.5
+99.20%
0.820
+0.41%
0.000
-3.89%
-19.94%
51,151.9
Software
COIN
Coinbase Global Inc
5,605
1,086.9
+195.47%
0.820
+0.54%
0.000
+139.83%
+69.06%
106,920.1
Capital Markets
DOCS
Doximity Inc
15,350
1,083.6
+38.65%
0.810
+0.23%
0.010
+12.97%
+12.59%
11,265.6
Healthcare Providers & Services
DDOG
Datadog Inc
9,386
1,073.4
-16.75%
0.810
-0.08%
0.000
+59.05%
+1.49%
50,083.1
Software
GTLB
GitLab Inc
19,152
1,068.5
+128.05%
0.800
+0.45%
0.010
+5.76%
-19.49%
7,495.1
Software
BKU
BankUnited Inc
30,153
1,058.2
New Holding
0.800
+0.80%
0.040
+22.10%
+2.17%
2,857.3
Banks

Bryce Point Capital, LLC's Historical Top Holdings Breakdowns

Bryce Point Capital, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PWP
Perella Weinberg Partners
2025-03-31
New Buy
New Buy
+0.86%
●
18.4 ($22.69) 26.41
$19.75
-12.96%
New holding
51,695
51,695
NEOG
Neogen Corp
2025-03-31
New Buy
New Buy
+0.84%
●
8.43 ($10.48) 13.07
$4.74
-54.77%
New holding
114,256
114,256
SEI
Solaris Energy Infrastructure Inc
2025-03-31
New Buy
New Buy
+0.84%
●
20.46 ($27.72) 35.96
$29.19
5.30%
New holding
46,475
46,475
BKU
BankUnited Inc
2025-03-31
New Buy
New Buy
+0.80%
●
31.36 ($37.71) 41.63
$37.99
0.74%
New holding
30,153
30,153
AMCR
Amcor PLC
2025-03-31
New Buy
New Buy
+0.77%
●
9.33 ($9.85) 10.39
$9.54
-3.15%
New holding
103,766
103,766
WRBY
Warby Parker Inc
2025-03-31
New Buy
New Buy
+0.77%
●
17.82 ($23.86) 28.42
$23.93
0.29%
New holding
50,846
50,846
MEDP
Medpace Holdings Inc
2025-03-31
New Buy
New Buy
+0.76%
●
304.69 ($336.38) 360.97
$311.87
-7.29%
New holding
3,096
3,096
PBI
Pitney Bowes Inc
2025-03-31
New Buy
New Buy
+0.75%
●
7.03 ($9.06) 10.86
$12.03
32.78%
New holding
98,631
98,631
UPWK
Upwork Inc
2025-03-31
New Buy
New Buy
+0.75%
●
12.34 ($15.23) 17.44
$13.23
-13.13%
New holding
66,499
66,499
ZD
Ziff Davis Inc
2025-03-31
New Buy
New Buy
+0.75%
●
37.58 ($47.96) 55.5
$30.33
-36.76%
New holding
24,625
24,625

Bryce Point Capital, LLC Total Holding History ($B)

To

Bryce Point Capital, LLC's Asset Allocation

To

Bryce Point Capital, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Bryce Point Capital, LLC's Hypothetical Growth since 2025-03-31

Bryce Point Capital, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Bryce Point Capital, LLC's Holdings Heat Map

Size field:

Bryce Point Capital, LLC's Holdings Bubble Chart

Bryce Point Capital, LLC News

  • 1

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