Stony Point Capital LLC
- SEC CIK
- 0001776023
- Latest filing
- Aug 13, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 29
- No 13F data for Q4 2020
- Portfolio value
- $311.6M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TWLOTwilio Inc | CL A | 66,222 | $22.6M | 7.2% | – | – | History |
| CHGGChegg, Inc | COM | 243,285 | $20.8M | 6.7% | – | – | History |
| RHRH | COM | 32,336 | $19.3M | 6.2% | – | – | History |
| SONOSonos Inc | COM | 480,353 | $18.0M | 5.8% | – | – | History |
| PINSPinterest, Inc. | CL A | 217,111 | $16.1M | 5.2% | – | – | History |
| OKTAOkta, Inc. | CL A | 67,653 | $14.9M | 4.8% | – | – | History |
| SESea Ltd | SPONSORD ADS | 62,990 | $14.1M | 4.5% | – | – | History |
| PTONPeloton Interactive, Inc. | CL A COM | 124,344 | $14.0M | 4.5% | – | – | History |
| DDOGDatadog, Inc. | CL A COM | 150,633 | $12.6M | 4.0% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 38,430 | $11.3M | 3.6% | – | – | History |
| SHOPShopify Inc. | Stock | 10,150 | $11.2M | 3.6% | – | – | History |
| COUPCoupa Software Inc | COM | 42,100 | $10.7M | 3.4% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 43,710 | $10.6M | 3.4% | – | – | History |
| CSGPCostar Group, Inc. | COM | 12,750 | $10.5M | 3.4% | – | – | History |
| NFLXNetflix Inc | Stock | 19,630 | $10.2M | 3.3% | – | – | History |
| TEAMAtlassian Corp | CL A | 47,990 | $10.1M | 3.2% | – | – | History |
| CDLXCardlytics, Inc. | COM | 90,117 | $9.89M | 3.2% | – | – | History |
| LBRDALiberty Broadband Corp | COM SER A | 66,691 | $9.68M | 3.1% | – | – | History |
| SNOWSnowflake Inc. | Stock | 39,400 | $9.03M | 2.9% | – | – | History |
| NETCloudflare, Inc. | CL A COM | 118,100 | $8.30M | 2.7% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 61,400 | $7.69M | 2.5% | – | – | History |
| SPTSprout Social, Inc. | COM CL A | 119,460 | $6.90M | 2.2% | – | – | History |
| UBERUber Technologies, Inc | Stock | 114,029 | $6.22M | 2.0% | – | – | History |
| CHWYChewy, Inc. | CL A | 73,265 | $6.21M | 2.0% | – | – | History |
| ZNGAZynga Inc | CL A | 600,621 | $6.13M | 2.0% | – | – | History |
| PHRPhreesia, Inc. | COM | 116,533 | $6.07M | 1.9% | – | – | History |
| AEOAmerican Eagle Outfitters Inc | COM | 207,192 | $6.06M | 1.9% | – | – | History |
| NDLSNOODLES & Co | COM CL A | 179,883 | $1.86M | 0.6% | – | – | History |
| TDAYUSA TODAY Co., Inc. | COM | 98,662 | $531.0K | 0.2% | – | – | History |