Stony Point Capital
Latest statistics and disclosures from Stony Point Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are DASH, GOOGL, TSLA, SHOP, TSM, and represent 28.61% of Stony Point Capital's stock portfolio.
- Added to shares of these 10 stocks: RDDT (+$27M), SNOW (+$18M), ZG (+$18M), FLUT (+$15M), NET (+$14M), SCHW (+$13M), DASH, GOOGL, SHOP, TSLA.
- Started 6 new stock positions in ZG, FLUT, NET, SCHW, SNOW, RDDT.
- Reduced shares in these 8 stocks: QQQ (-$55M), TYL (-$44M), SPOT (-$16M), ZS (-$15M), WING (-$14M), CYBR (-$13M), DUOL (-$13M), FICO (-$11M).
- Sold out of its positions in DUOL, FICO, QQQ, TYL, WING, ZS, SPOT, CYBR.
- Stony Point Capital was a net seller of stock by $-13M.
- Stony Point Capital has $1.4B in assets under management (AUM), dropping by 8.09%.
- Central Index Key (CIK): 0001776023
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Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Doordash Cl A (DASH) | 6.0 | $86M | +4% | 317k | 271.99 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $84M | +4% | 346k | 243.10 |
|
| Tesla Motors (TSLA) | 5.7 | $81M | +4% | 183k | 444.72 |
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 5.5 | $78M | +5% | 528k | 148.61 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.5 | $78M | +4% | 281k | 279.29 |
|
| NVIDIA Corporation (NVDA) | 5.4 | $77M | +4% | 414k | 186.58 |
|
| Garmin SHS (GRMN) | 5.1 | $72M | +4% | 294k | 246.22 |
|
| Palo Alto Networks (PANW) | 5.0 | $72M | +4% | 351k | 203.62 |
|
| Broadcom (AVGO) | 4.8 | $68M | +4% | 207k | 329.91 |
|
| Microsoft Corporation (MSFT) | 4.8 | $68M | +4% | 131k | 517.95 |
|
| Nasdaq Omx (NDAQ) | 4.4 | $63M | +4% | 717k | 88.45 |
|
| Meta Platforms Cl A (META) | 4.3 | $62M | +4% | 84k | 734.38 |
|
| Apple (AAPL) | 4.1 | $58M | +4% | 228k | 254.63 |
|
| Amazon (AMZN) | 4.1 | $58M | +5% | 264k | 219.57 |
|
| Axon Enterprise (AXON) | 3.9 | $56M | +5% | 78k | 717.64 |
|
| Ferrari Nv Ord (RACE) | 3.6 | $51M | +4% | 106k | 485.22 |
|
| Reddit Cl A (RDDT) | 1.9 | $27M | NEW | 118k | 229.99 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 1.5 | $21M | +4% | 301k | 68.81 |
|
| TJX Companies (TJX) | 1.4 | $20M | +5% | 136k | 144.54 |
|
| Capital One Financial (COF) | 1.3 | $19M | +5% | 89k | 212.58 |
|
| O'reilly Automotive (ORLY) | 1.3 | $18M | +4% | 168k | 107.81 |
|
| Snowflake Com Shs (SNOW) | 1.3 | $18M | NEW | 80k | 225.55 |
|
| Zillow Group Cl A (ZG) | 1.3 | $18M | NEW | 242k | 74.44 |
|
| Booking Holdings (BKNG) | 1.1 | $16M | +4% | 2.9k | 5399.27 |
|
| Metropcs Communications (TMUS) | 1.1 | $16M | +4% | 65k | 239.38 |
|
| Costco Wholesale Corporation (COST) | 1.1 | $16M | +5% | 17k | 925.63 |
|
| Digital Realty Trust (DLR) | 1.1 | $15M | +4% | 87k | 172.88 |
|
| Arm Holdings Sponsored Ads (ARM) | 1.1 | $15M | +4% | 106k | 141.49 |
|
| Flutter Entmt SHS (FLUT) | 1.0 | $15M | NEW | 58k | 254.00 |
|
| Servicenow (NOW) | 1.0 | $14M | +4% | 16k | 920.28 |
|
| Netflix (NFLX) | 1.0 | $14M | +4% | 12k | 1198.92 |
|
| Cloudflare Cl A Com (NET) | 1.0 | $14M | NEW | 66k | 214.59 |
|
| Datadog Cl A Com (DDOG) | 0.9 | $13M | +4% | 93k | 142.40 |
|
| Charles Schwab Corporation (SCHW) | 0.9 | $13M | NEW | 137k | 95.47 |
|
| Sap Se Spon Adr (SAP) | 0.8 | $12M | +4% | 45k | 267.21 |
|
Past Filings by Stony Point Capital
SEC 13F filings are viewable for Stony Point Capital going back to 2019
- Stony Point Capital 2025 Q3 filed Nov. 14, 2025
- Stony Point Capital 2025 Q2 filed Aug. 14, 2025
- Stony Point Capital 2025 Q1 filed May 15, 2025
- Stony Point Capital 2024 Q4 filed Feb. 14, 2025
- Stony Point Capital 2024 Q3 filed Nov. 14, 2024
- Stony Point Capital 2024 Q2 filed Aug. 14, 2024
- Stony Point Capital 2024 Q1 filed May 15, 2024
- Stony Point Capital 2023 Q4 filed Feb. 14, 2024
- Stony Point Capital 2023 Q3 filed Nov. 14, 2023
- Stony Point Capital 2023 Q2 filed Aug. 14, 2023
- Stony Point Capital 2023 Q1 filed May 15, 2023
- Stony Point Capital 2022 Q4 filed Feb. 14, 2023
- Stony Point Capital 2022 Q3 filed Nov. 14, 2022
- Stony Point Capital 2022 Q2 filed Aug. 15, 2022
- Stony Point Capital 2022 Q1 filed May 16, 2022
- Stony Point Capital 2021 Q4 filed Feb. 14, 2022