Berylson Capital Partners as of June 30, 2020
Portfolio Holdings for Berylson Capital Partners
Berylson Capital Partners holds 28 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fastly Cl A (FSLY) | 7.2 | $12M | 138k | 85.13 | |
| Chewy Cl A (CHWY) | 6.8 | $11M | 248k | 44.69 | |
| FleetCor Technologies | 6.6 | $11M | 43k | 251.53 | |
| Smartsheet Com Cl A (SMAR) | 5.9 | $9.6M | 188k | 50.92 | |
| Zoom Video Communications Cl A (ZM) | 5.6 | $9.2M | 36k | 253.54 | |
| Nmi Hldgs Cl A (NMIH) | 5.4 | $8.7M | 544k | 16.08 | |
| Ascendis Pharma A S Sponsored Adr (ASND) | 5.3 | $8.6M | 58k | 147.90 | |
| Tenet Healthcare Corp Com New (THC) | 5.1 | $8.3M | 456k | 18.11 | |
| Bill Com Holdings Ord (BILL) | 4.2 | $6.8M | 76k | 90.21 | |
| Slack Technologies Com Cl A | 4.0 | $6.4M | 207k | 31.09 | |
| TransDigm Group Incorporated (TDG) | 3.7 | $6.0M | 14k | 442.07 | |
| Uber Technologies (UBER) | 3.6 | $5.8M | 187k | 31.08 | |
| Altice Usa Cl A (ATUS) | 3.6 | $5.8M | 257k | 22.54 | |
| Wynn Resorts (WYNN) | 3.4 | $5.5M | 74k | 74.49 | |
| Us Foods Hldg Corp call (USFD) | 3.2 | $5.2M | 264k | 19.72 | |
| MGIC Investment (MTG) | 3.1 | $5.0M | 607k | 8.19 | |
| Brookdale Senior Living (BKD) | 2.7 | $4.5M | 1.5M | 2.95 | |
| Draftkings Com Cl A | 2.6 | $4.2M | 125k | 33.26 | |
| Chemocentryx | 2.4 | $3.8M | 66k | 57.55 | |
| Cargurus Com Cl A (CARG) | 2.3 | $3.8M | 148k | 25.35 | |
| Alteryx Com Cl A | 2.3 | $3.7M | 22k | 164.29 | |
| Moderna (MRNA) | 2.1 | $3.4M | 52k | 64.22 | |
| World Wrestling Entmt Cl A | 2.0 | $3.3M | 75k | 43.45 | |
| Datadog Cl A Com (DDOG) | 1.8 | $3.0M | 34k | 86.95 | |
| Arvinas Ord (ARVN) | 1.8 | $2.9M | 86k | 33.54 | |
| Zogenix Com New | 1.6 | $2.6M | 96k | 27.01 | |
| Capri Holdings SHS (CPRI) | 1.1 | $1.8M | 117k | 15.63 | |
| Lindblad Expeditions Hldgs I (LIND) | 0.9 | $1.4M | 182k | 7.72 |
