13F Filings for Stony Point Capital LLC (CIK: 1776023)
View the most recent portfolio holdings disclosed by Stony Point Capital LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| DASH - DOORDASH INC(Class: CL A) | 301.83K | $74.40M | 5.63% | Increased | 256.38K (564.0%, $66.10M) |
| PANW - PALO ALTO NETWORKS INC(Class: COM) | 335.01K | $68.56M | 5.19% | Increased | 7.22K (2.0%, $12.62M) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 394.62K | $62.35M | 4.72% | Increased | 147.03K (59.0%, $35.51M) |
| MSFT - MICROSOFT CORP(Class: COM) | 124.82K | $62.09M | 4.70% | Increased | 45.37K (57.0%, $32.26M) |
| AXON - AXON ENTERPRISE INC(Class: COM) | 74.47K | $61.66M | 4.67% | Increased | 18.53K (33.0%, $32.24M) |
| NDAQ - NASDAQ INC(Class: COM) | 683.13K | $61.09M | 4.63% | New | 683.13K ($61.09M) |
| TSM - TAIWAN SEMICONDUCTOR MFG LTD(Class: SPONSORED ADS) | 267.40K | $60.56M | 4.59% | Increased | 170.11K (174.0%, $44.41M) |
| META - META PLATFORMS INC(Class: CL A) | 80.15K | $59.15M | 4.48% | Increased | 12.94K (19.0%, $20.42M) |
| GRMN - GARMIN LTD(Class: SHS) | 279.85K | $58.41M | 4.42% | Increased | 138.29K (97.0%, $27.67M) |
| GOOGL - ALPHABET INC(Class: CAP STK CL A) | 329.15K | $58.01M | 4.39% | Increased | 155.51K (89.0%, $31.15M) |
| SHOP - SHOPIFY INC(Class: CL A SUB VTG SHS) | 501.64K | $57.86M | 4.38% | Increased | 344.65K (219.0%, $42.87M) |
| TSLA - TESLA INC(Class: COM) | 174.18K | $55.33M | 4.19% | Increased | 74.27K (74.0%, $29.44M) |
| AMZN - AMAZON COM INC(Class: COM) | 250.61K | $54.98M | 4.16% | Increased | 91.67K (57.0%, $24.74M) |
| QQQ - INVESCO QQQ TR(Class: UNIT SER 1) | 99K* | $54.61M* | 4.14% | Decreased | 1K (1.0%, $7.72M) |
| AVGO - BROADCOM INC(Class: COM) | 197.68K | $54.49M | 4.13% | Increased | 36.91K (22.0%, $27.57M) |
| RACE - FERRARI N V(Class: COM) | 101.21K | $49.67M | 3.76% | Increased | 1.96K (1.0%, $7.20M) |
| AAPL - APPLE INC(Class: COM) | 217.55K | $44.63M | 3.38% | Increased | 84.19K (63.0%, $15.01M) |
| TYL - TYLER TECHNOLOGIES INC(Class: COM) | 73.76K | $43.73M | 3.31% | Increased | 20.30K (37.0%, $12.64M) |
| COF - CAPITAL ONE FINL CORP(Class: COM) | 84.54K | $17.99M | 1.36% | New | 84.54K ($17.99M) |
| ARM - ARM HOLDINGS PLC(Class: SPONSORED ADS) | 101.05K | $16.34M | 1.24% | Decreased | 13.94K (12.0%, $4.06M) |
| BKNG - BOOKING HOLDINGS INC(Class: COM) | 2.76K | $15.97M | 1.21% | Decreased | 1.42K (33.0%, $3.27M) |
| TJX - TJX COS INC NEW(Class: COM) | 129.15K | $15.95M | 1.21% | Decreased | 20.48K (13.0%, $2.28M) |
| IBKR - INTERACTIVE BROKERS GROUP IN(Class: COM CL A) | 286.99K | $15.90M | 1.20% | Increased | 109.09K (61.0%, $13.56M) |
| COST - COSTCO WHSL CORP NEW(Class: COM) | 15.92K | $15.76M | 1.19% | Decreased | 815 (4.0%, $67.69K) |
| SPOT - SPOTIFY TECHNOLOGY S A(Class: SHS) | 20.45K | $15.69M | 1.19% | Decreased | 44.78K (68.0%, $20.19M) |