Berylson Capital Partners as of June 30, 2022
Portfolio Holdings for Berylson Capital Partners
Berylson Capital Partners holds 20 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| FleetCor Technologies | 14.6 | $5.4M | 26k | 210.10 | |
| Penn National Gaming (PENN) | 8.0 | $3.0M | 98k | 30.42 | |
| Lightspeed Commerce Sub Vtg Shs (LSPD) | 6.9 | $2.6M | 115k | 22.30 | |
| Rh (RH) | 6.7 | $2.5M | 12k | 212.22 | |
| Toast Cl A (TOST) | 6.5 | $2.4M | 187k | 12.94 | |
| Cardlytics (CDLX) | 6.3 | $2.3M | 104k | 22.31 | |
| Bill Com Holdings Ord (BILL) | 5.7 | $2.1M | 19k | 109.95 | |
| Carvana Cl A (CVNA) | 5.6 | $2.1M | 91k | 22.58 | |
| Sea Sponsord Ads (SE) | 5.4 | $2.0M | 30k | 66.87 | |
| Bilibili Spons Adr Rep Z (BILI) | 4.8 | $1.8M | 69k | 25.59 | |
| Cloudflare Cl A Com (NET) | 4.6 | $1.7M | 39k | 43.74 | |
| Draftkings Com Cl A (DKNG) | 4.5 | $1.7M | 143k | 11.67 | |
| Adaptive Biotechnologies Cor (ADPT) | 4.2 | $1.5M | 190k | 8.09 | |
| Lazydays Hldgs (GORV) | 4.1 | $1.5M | 129k | 11.78 | |
| Archaea Energy Com Cl A | 3.7 | $1.4M | 87k | 15.53 | |
| Plby Group Ord (PLBY) | 3.3 | $1.2M | 188k | 6.40 | |
| Warby Parker Cl A Com (WRBY) | 2.1 | $794k | 71k | 11.26 | |
| Rivian Automotive Com Cl A (RIVN) | 1.9 | $699k | 27k | 25.76 | |
| Fastly Cl A (FSLY) | 0.8 | $279k | 24k | 11.62 | |
| Sema4 Holdings Corp W Exp 07/22/2026 (WGSWW) | 0.3 | $108k | 333k | 0.32 |
