Berylson Capital Partners, LLC Top Holdings and 13F Report (2021) About Berylson Capital Partners, LLCInvestment ActivityBerylson Capital Partners, LLC has $41.20 million in total holdings as of September 30, 2021.Berylson Capital Partners, LLC owns shares of 21 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 49.18% of the portfolio was purchased this quarter.About 66.87% of the portfolio was sold this quarter.This quarter, Berylson Capital Partners, LLC has purchased 20 new stocks and bought additional shares in 4 stocks.Berylson Capital Partners, LLC sold shares of 3 stocks and completely divested from 7 stocks this quarter.Largest Holdings CORPAY INC $7,657,929nCino $4,138,290Confluent $3,321,940Camping World $2,867,648BILL $2,363,648 Largest New Holdings this Quarter nCino $4,138,290 HoldingConfluent $3,321,940 HoldingLightspeed Commerce $2,358,070 HoldingSnap $2,268,400 HoldingCouchbase $2,079,480 Holding Largest Purchases this Quarter nCino 131,000 shares (about $4.14M)Confluent 163,000 shares (about $3.32M)Lightspeed Commerce 143,000 shares (about $2.36M)Snap 212,000 shares (about $2.27M)Couchbase 129,000 shares (about $2.08M) Largest Sales this Quarter SEA 149,000 shares (about $14.05M)BILL 25,200 shares (about $1.33M)Camping World 10,000 shares (about $242.20K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBerylson Capital Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCORPAY INC$7,657,9290.0%24,48518.6%COM SHSNCNOnCino$4,138,290$4,138,290 ▲New Holding131,00010.0%Computer and TechnologyCFLTConfluent$3,321,940$3,321,940 ▲New Holding163,0008.1%Business ServicesCWHCamping World$2,867,648$242,200 ▼-7.8%118,4007.0%Consumer DiscretionaryBILLBILL$2,363,648$1,329,552 ▼-36.0%44,8005.7%Computer and TechnologyLSPDLightspeed Commerce$2,358,070$2,358,070 ▲New Holding143,0005.7%Business ServicesSNAPSnap$2,268,400$2,268,400 ▲New Holding212,0005.5%Computer and TechnologyBASECouchbase$2,079,480$2,079,480 ▲New Holding129,0005.0%Computer and TechnologyAPPNAppian$1,860,630$1,860,630 ▲New Holding54,5004.5%Computer and TechnologyNPWRNET Power$1,716,399$496,659 ▲40.7%244,8504.2%Oils/EnergyBKDBrookdale Senior Living$1,629,6000.0%240,0004.0%MedicalHGVHilton Grand Vacations$1,561,760$36,320 ▲2.4%43,0003.8%Consumer DiscretionaryRXORXO$1,526,000$1,271,200 ▲498.9%54,5003.7%TransportationIGTInternational Game Technology$1,407,930$1,407,930 ▲New Holding66,1003.4%Consumer DiscretionaryOSTKOverstock.com$1,405,1520.0%139,4003.4%Retail/WholesaleFSLYFastly$1,211,200$514,760 ▲73.9%160,0002.9%Computer and TechnologySESEA$612,820$14,047,720 ▼-95.8%6,5001.5%Computer and TechnologyDKNGDraftKings$509,600$509,600 ▲New Holding13,0001.2%Consumer DiscretionaryBIOXBioceres Crop Solutions$393,5000.0%50,0001.0%Consumer StaplesASNDAscendis Pharma A/S$283,6890.0%1,9000.7%MedicalWGSWWGeneDx$24,9330.0%333,3330.1%MedicalCCCSCCC Intelligent Solutions$0$2,671,955 ▼-100.0%00.0%FinanceCDLXCardlytics$0$2,015,555 ▼-100.0%00.0%Business ServicesIACIAC$0$1,991,125 ▼-100.0%00.0%Multi-Sector ConglomeratesLAWCS Disco$0$1,684,111 ▼-100.0%00.0%Computer and TechnologyWRBYWarby Parker$0$1,594,670 ▼-100.0%00.0%MedicalZZillow Group$0$1,509,640 ▼-100.0%00.0%FinanceSTNEStoneCo$0$464,230 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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