Stony Point Capital LLC
- SEC CIK
- 0001776023
- Latest filing
- Aug 13, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 35
- −1 vs. Q2 2025
- Portfolio value
- $1.43B
- +$161.5M (+12.8%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DASHDoorDash, Inc. | Stock | 316,894 | $86.2M | 6.0% | +15,065+5.0% | Added | History |
| GOOGLAlphabet Inc. | Stock | 345,575 | $84.0M | 5.9% | +16,428+5.0% | Added | History |
| TSLATesla, Inc. | Stock | 182,868 | $81.3M | 5.7% | +8,690+5.0% | Added | History |
| SHOPShopify Inc. | Stock | 527,872 | $78.4M | 5.5% | +26,231+5.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 280,746 | $78.4M | 5.5% | +13,344+5.0% | Added | History |
| NVDANVIDIA Corp | Stock | 414,317 | $77.3M | 5.4% | +19,699+5.0% | Added | History |
| GRMNGarmin Ltd | SHS | 293,809 | $72.3M | 5.1% | +13,964+5.0% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 351,325 | $71.5M | 5.0% | +16,318+4.9% | Added | History |
| AVGOBroadcom Inc. | Stock | 206,688 | $68.2M | 4.8% | +9,009+4.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 131,047 | $67.9M | 4.8% | +6,227+5.0% | Added | History |
| NDAQNasdaq, Inc. | COM | 717,221 | $63.4M | 4.4% | +34,087+5.0% | Added | History |
| METAMeta Platforms, Inc. | Stock | 83,749 | $61.5M | 4.3% | +3,603+4.5% | Added | History |
| AAPLApple Inc. | Stock | 228,410 | $58.2M | 4.1% | +10,864+5.0% | Added | History |
| AMZNAmazon Com Inc | Stock | 264,043 | $58.0M | 4.1% | +13,430+5.4% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 78,199 | $56.1M | 3.9% | +3,725+5.0% | Added | History |
| RACEFerrari N.V. | COM | 105,816 | $51.3M | 3.6% | +4,605+4.5% | Added | History |
| RDDTReddit, Inc. | Stock | 118,063 | $27.2M | 1.9% | +118,063 | New | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 301,294 | $20.7M | 1.5% | +14,303+5.0% | Added | History |
| TJXTJX Companies Inc | Stock | 135,900 | $19.6M | 1.4% | +6,755+5.2% | Added | History |
| COFCapital One Financial Corp | Stock | 88,907 | $18.9M | 1.3% | +4,363+5.2% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 168,220 | $18.1M | 1.3% | +7,993+5.0% | Added | History |
| SNOWSnowflake Inc. | Stock | 80,182 | $18.1M | 1.3% | +80,182 | New | History |
| ZGZillow Group, Inc. | CL A | 241,489 | $18.0M | 1.3% | +241,489 | New | History |
| BKNGBooking Holdings Inc. | Stock | 2,891 | $15.6M | 1.1% | +133+4.8% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 65,056 | $15.6M | 1.1% | +3,095+5.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 16,757 | $15.5M | 1.1% | +835+5.2% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 86,886 | $15.0M | 1.1% | +4,130+5.0% | Added | History |
| ARMArm Holdings PLC | ADR | 106,096 | $15.0M | 1.1% | +5,042+5.0% | Added | History |
| FLUTFlutter Entertainment plc | SHS | 58,135 | $14.8M | 1.0% | +58,135 | New | History |
| NOWServiceNow, Inc. | Stock | 15,635 | $14.4M | 1.0% | +677+4.5% | Added | History |
| NFLXNetflix Inc | Stock | 12,000 | $14.4M | 1.0% | +561+4.9% | Added | History |
| NETCloudflare, Inc. | CL A COM | 66,353 | $14.2M | 1.0% | +66,353 | New | History |
| DDOGDatadog, Inc. | CL A COM | 93,270 | $13.3M | 0.9% | +4,433+5.0% | Added | History |
| SCHWSchwab Charles Corp | Stock | 136,929 | $13.1M | 0.9% | +136,929 | New | History |
| SAPSAP SE | ADR | 44,586 | $11.9M | 0.8% | +1,986+4.7% | Added | History |
Sold out since Q2 2025 (7)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| TYLTyler Technologies Inc | COM | 73,761 | $43.7M | 3.5% | History |
| SPOTSpotify Technology S.A. | Stock | 20,451 | $15.7M | 1.2% | History |
| ZSZscaler, Inc. | Stock | 47,635 | $15.0M | 1.2% | History |
| WINGWingstop Inc. | COM | 42,534 | $14.3M | 1.1% | History |
| Cyberark Software LtdM2682V108 | SHS | 32,896 | $13.4M | 1.1% | – |
| DUOLDuolingo, Inc. | CL A COM | 31,211 | $12.8M | 1.0% | History |
| FICOFair Isaac Corp | COM | 5,944 | $10.9M | 0.9% | History |