Berylson Capital Partners

Berylson Capital Partners as of Dec. 31, 2020

Portfolio Holdings for Berylson Capital Partners

Berylson Capital Partners holds 65 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
FleetCor Technologies 4.7 $27M 100k 272.83
Chewy Cl A (CHWY) 4.1 $24M 267k 89.89
Nmi Hldgs Cl A (NMIH) 4.0 $23M 1.0M 22.65
Cardlytics (CDLX) 3.9 $23M 161k 142.77
Fastly Cl A (FSLY) 3.6 $21M 240k 87.37
Social Capital Hedsia Hldg Co Iii Com Cl A 3.4 $20M 1.2M 16.77
Spdr Gold Tr Gold Shs (GLD) 3.4 $20M 112k 178.36
Alibaba Group Hldg Sponsored Ads (BABA) 3.0 $18M 76k 232.73
Jd.com Spon Adr Cl A (JD) 2.6 $15M 172k 87.90
GDS HLDGS Sponsored Ads (GDS) 2.4 $14M 147k 93.64
Datadog Cl A Com (DDOG) 2.3 $13M 136k 98.44
Sea Sponsored Ads (SE) 2.3 $13M 67k 199.05
Crowdstrike Hldgs Cl A (CRWD) 2.2 $13M 61k 211.82
Planet Fitness Cl A (PLNT) 2.1 $13M 162k 77.63
Ascendis Pharma A/s Sponsored Adr (ASND) 2.1 $12M 73k 166.78
Cm Life Sciences Unit 09/01/2025 2.0 $12M 1.0M 11.60
Wyndham Worldwide Corporation 1.9 $11M 253k 44.86
Agora Ads (API) 1.9 $11M 278k 39.56
Shopify Cl A (SHOP) 1.8 $11M 9.4k 1131.91
Hilton Grand Vacations (HGV) 1.8 $11M 339k 31.35
Fomento Economico Mexicano S Spon Adr Units (FMX) 1.8 $11M 139k 75.77
Zoom Video Communications In Cl A (ZM) 1.7 $9.8M 29k 337.32
Penn National Gaming (PENN) 1.6 $9.6M 111k 86.37
Elastic N V Ord Shs (ESTC) 1.6 $9.3M 64k 146.13
Peloton Interactive Cl A Com (PTON) 1.6 $9.2M 61k 151.72
Sumo Logic Ord 1.4 $8.5M 297k 28.58
Pagseguro Digital Com Cl A (PAGS) 1.4 $8.2M 144k 56.88
Burford Cap (BUR) 1.4 $8.0M 823k 9.67
Draftkings Com Cl A 1.3 $7.7M 166k 46.56
Iac Interactive Ord 1.3 $7.7M 41k 189.36
Appian Corp Cl A (APPN) 1.3 $7.7M 47k 162.09
Global Payments (GPN) 1.3 $7.6M 36k 215.41
Oaktree Acquisition Corp Shs Cl A 1.3 $7.6M 522k 14.60
Skillz 1.3 $7.5M 375k 20.00
Unity Software (U) 1.3 $7.5M 49k 153.47
Party City Hold 1.2 $7.0M 1.1M 6.15
Brookdale Senior Living (BKD) 1.2 $7.0M 1.6M 4.43
Bill Com Holdings Ord (BILL) 1.2 $6.9M 51k 136.50
Silver Spike Acquisition Cor Cl A Shs 1.2 $6.8M 529k 12.77
ODP Corp. (ODP) 1.2 $6.8M 231k 29.30
Credit Acceptance (CACC) 1.1 $6.7M 19k 346.17
MercadoLibre (MELI) 1.1 $6.5M 3.9k 1675.13
Docusign (DOCU) 1.1 $6.4M 29k 222.29
Bigcommerce Hldgs Com Ser 1 (BIGC) 1.1 $6.4M 99k 64.15
Gamestop Corp Cl A (GME) 1.1 $6.3M 332k 18.84
Pershing Square Tontine Hldg Com Cl A 1.0 $6.1M 220k 27.72
Macerich Company (MAC) 1.0 $5.9M 550k 10.67
Bridgetown Holdings Unit 10/15/2015 1.0 $5.9M 345k 16.98
Coupa Software 0.9 $5.4M 16k 338.93
Coty Com Cl A (COTY) 0.8 $4.7M 664k 7.02
Invitae (NVTAQ) 0.7 $4.4M 105k 41.81
Cronos Group (CRON) 0.7 $4.0M 570k 6.94
Dada Nexus Ads (DADA) 0.6 $3.7M 103k 36.50
Capri Holdings SHS (CPRI) 0.6 $3.6M 86k 42.00
Novavax Com New (NVAX) 0.6 $3.4M 30k 111.51
Lindblad Expeditions Hldgs I (LIND) 0.5 $3.1M 182k 17.12
Experience Invt Corp Com Cl A 0.5 $2.9M 265k 11.08
Lazydays Hldgs (GORV) 0.5 $2.9M 176k 16.25
Danimer Scientific Com Cl A (DNMR) 0.5 $2.8M 121k 23.51
Casper Sleep 0.4 $2.3M 373k 6.15
Ribbit Leap Unit 99/99/9999 0.3 $2.0M 132k 14.97
Revlon Cl A New 0.2 $1.3M 114k 11.88
Altimeter Growth Corp Unit 99/99/9999 0.2 $1.2M 89k 13.00
Dragoneer Growth Opportun Unit 08/19/2027 0.2 $1.1M 82k 13.99
Health Sciences Acq Corp 2 Ord Shs 0.1 $594k 46k 12.82