Institutions / Beryl Capital Management LLC
Beryl Capital Management LLC
CIK 1719307 · Institution · as of Dec 31, 2025
Portfolio value
$986.35M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Exact Sciences Corp. | $253.72M | 25.7% |
| Confluent, Inc. | $177.06M | 18.0% |
| Dayforce, Inc. | $162.00M | 16.4% |
| Cidara Therapeutics Inc | $115.34M | 11.7% |
| Electronic Arts Inc. | $77.21M | 7.8% |
| Jamf Hldg Corp | $72.43M | 7.3% |
| CSG Systems International Inc | $54.41M | 5.5% |
| Chart Industries Inc | $48.43M | 4.9% |
| Clearwater Analytics Holdings, Inc. | $9.38M | 1.0% |
| Soho House & Co Inc | $7.47M | 0.8% |
| International Money Express, Inc. | $3.30M | 0.3% |
| Warner Bros. Discovery, Inc. | $1.90M | 0.2% |
| Quipt Home Medical Corp. | $1.85M | 0.2% |
| Inspirato Incorporated | $1.78M | 0.2% |
| Renew Energy Global PLC | $66.1K | 0.0% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.