Stock Taper 
BRYCE POINT CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 TransDigm Group Incorporated | TDG | 481 | $633.97K |
 Intuit Inc. | INTU | 564 | $385.16K |
 Acuity Brands, Inc. | AYI | 676 | $232.81K |
 Linde plc | LIN | 691 | $328.23K |
 Meta Platforms, Inc. | META | 859 | $630.83K |
 Lennox International Inc. | LII | 1.14K | $602.41K |
 CrowdStrike Holdings, Inc. | CRWD | 1.15K | $563.94K |
 Madrigal Pharmaceuticals, Inc. | MDGL | 1.17K | $536.17K |
 Kinsale Capital Group, Inc. | KNSL | 1.24K | $525.2K |
 United Therapeutics Corporation | UTHR | 1.36K | $572.22K |
 Autodesk, Inc. | ADSK | 1.37K | $434.89K |
 Workday, Inc. | WDAY | 1.51K | $363.02K |
 Coinbase Global, Inc. | COIN | 1.61K | $544.37K |
 Equifax Inc. | EFX | 1.67K | $429.18K |
 Carvana Co. | CVNA | 1.77K | $666.21K |
 RPM International Inc. | RPM | 1.8K | $211.83K |
 Automatic Data Processing, Inc. | ADP | 1.84K | $540.92K |
 Broadridge Financial Solutions, Inc. | BR | 2.16K | $514.92K |
 AppFolio Inc. | APPF | 2.26K | $622.16K |
 T-Mobile US, Inc. | TMUS | 2.39K | $572.12K |