Stock Taper 
BRYCE POINT CAPITAL, LLC
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MACOM Technology Solutions Holdings, Inc. | MTSI | 4.59K | $571.91K |
 BJ's Wholesale Club Holdings, Inc. | BJ | 4.51K | $420.65K |
 Enova International, Inc. | ENVA | 4.32K | $497.19K |
 Neurocrine Biosciences, Inc. | NBIX | 4.25K | $597.18K |
| MA MASIMO CORP | MASI | 4.13K | $610.12K |
 Arista Networks, Inc. | ANET | 4.1K | $597.26K |
 The Brink's Company | BCO | 4.06K | $474.45K |
 Disc Medicine, Inc. | IRON | 3.91K | $258.5K |
 Credo Technology Group Holding Ltd | CRDO | 3.9K | $567.44K |
 Ollie's Bargain Outlet Holdings, Inc. | OLLI | 3.87K | $497.17K |
 Lamb Weston Holdings, Inc. | LW | 3.78K | $219.37K |
 Ares Management Corporation | ARES | 3.56K | $569.85K |
 Quaker Houghton | KWR | 3.54K | $467.05K |
 Natera, Inc. | NTRA | 3.54K | $569.35K |
 Commvault Systems, Inc. | CVLT | 3.43K | $647.33K |
 NVIDIA Corporation | NVDA | 3.4K | $633.81K |
 Paychex, Inc. | PAYX | 3.2K | $405.25K |
 Astera Labs, Inc. Common Stock | ALAB | 3.12K | $610.31K |
 Intercontinental Exchange, Inc. | ICE | 3.12K | $524.98K |
 Palo Alto Networks, Inc. | PANW | 2.85K | $579.91K |