Berylson Capital Partners as of Dec. 31, 2019
Portfolio Holdings for Berylson Capital Partners
Berylson Capital Partners holds 36 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Synthorx | 6.2 | $7.3M | 104k | 69.89 | |
| Anaplan | 4.8 | $5.7M | 109k | 52.40 | |
| Chewy Inc cl a (CHWY) | 4.8 | $5.7M | 196k | 29.00 | |
| Mimecast | 4.4 | $5.2M | 120k | 43.38 | |
| World Acceptance (WRLD) | 4.3 | $5.0M | 58k | 86.39 | |
| Taubman Centers | 4.1 | $4.8M | 156k | 31.09 | |
| 2u | 4.1 | $4.8M | 200k | 23.99 | |
| Alteryx | 4.0 | $4.8M | 48k | 100.06 | |
| Fastly Inc cl a (FSLY) | 3.9 | $4.6M | 229k | 20.07 | |
| Pinterest Inc Cl A (PINS) | 3.8 | $4.4M | 238k | 18.64 | |
| Wayfair (W) | 3.5 | $4.2M | 46k | 90.37 | |
| Cronos Group (CRON) | 3.5 | $4.2M | 544k | 7.67 | |
| FleetCor Technologies | 3.4 | $4.0M | 14k | 287.69 | |
| Pluralsight Inc Cl A | 3.1 | $3.7M | 214k | 17.21 | |
| Liveramp Holdings (RAMP) | 3.0 | $3.5M | 74k | 48.07 | |
| Angi Homeservices (ANGI) | 3.0 | $3.5M | 412k | 8.47 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 2.9 | $3.5M | 86k | 40.22 | |
| Carrols Restaurant | 2.7 | $3.2M | 450k | 7.05 | |
| Etsy (ETSY) | 2.7 | $3.1M | 71k | 44.30 | |
| Cargurus (CARG) | 2.6 | $3.1M | 88k | 35.18 | |
| Macerich Company (MAC) | 2.5 | $3.0M | 111k | 26.92 | |
| Pinduoduo (PDD) | 2.5 | $2.9M | 78k | 37.81 | |
| Orchard Therapeutics Plc ads | 2.4 | $2.8M | 207k | 13.75 | |
| At Home Group | 1.9 | $2.2M | 409k | 5.50 | |
| Farfetch Ltd ord sh cl a (FTCHQ) | 1.8 | $2.2M | 210k | 10.35 | |
| Uber Technologies (UBER) | 1.8 | $2.2M | 73k | 29.74 | |
| Revolve Group Inc cl a (RVLV) | 1.8 | $2.2M | 118k | 18.36 | |
| Domo Cl B Ord (DOMO) | 1.8 | $2.1M | 96k | 21.72 | |
| Zuora Inc ordinary shares (ZUO) | 1.7 | $2.0M | 141k | 14.33 | |
| New Relic | 1.7 | $2.0M | 30k | 65.70 | |
| Gtt Communications | 1.5 | $1.8M | 159k | 11.35 | |
| Children's Place Retail Stores (PLCE) | 1.5 | $1.8M | 28k | 62.51 | |
| Roku (ROKU) | 0.9 | $1.1M | 8.4k | 133.93 | |
| X4 Pharmaceuticals (XFOR) | 0.9 | $1.0M | 96k | 10.70 | |
| Ascena Retail Group Ord | 0.1 | $161k | 21k | 7.67 | |
| Mix Telematics Ltd - | 0.1 | $143k | 11k | 13.00 |
