Stony Point Capital

Latest statistics and disclosures from Stony Point Capital's latest quarterly 13F-HR filing:

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Positions held by Stony Point Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Stony Point Capital

Stony Point Capital holds 32 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Datadog Cl A Com (DDOG) 7.1 $30M +8% 201k 151.47
Chegg (CHGG) 6.2 $26M +20% 728k 36.28
Microsoft Corporation (MSFT) 5.1 $22M 72k 308.30
Endava Ads (DAVA) 4.9 $21M +34% 157k 133.03
Amazon (AMZN) 4.2 $18M NEW 5.6k 3260.04
Snowflake Cl A (SNOW) 4.2 $18M +19% 79k 229.13
Pool Corporation (POOL) 3.9 $17M +39% 40k 422.84
Ulta Salon, Cosmetics & Fragrance (ULTA) 3.9 $17M +13% 42k 398.23
Ferrari Nv Ord (RACE) 3.8 $17M +40% 76k 218.09
Dynatrace Com New (DT) 3.8 $16M NEW 345k 47.10
Zscaler Incorporated (ZS) 3.7 $16M NEW 67k 241.27
Chipotle Mexican Grill (CMG) 3.6 $15M +2% 9.7k 1582.08
Twilio Cl A (TWLO) 3.6 $15M -14% 94k 164.81
Rh (RH) 3.3 $14M +65% 44k 326.09
Msci (MSCI) 3.1 $13M NEW 26k 502.87
Palo Alto Networks (PANW) 2.9 $13M -26% 20k 622.51
Metropcs Communications (TMUS) 2.9 $12M NEW 96k 128.35
Manhattan Associates (MANH) 2.8 $12M 86k 138.71
Nice Sponsored Adr (NICE) 2.6 $11M -11% 52k 219.00
Gitlab Class A Com (GTLB) 2.3 $9.8M NEW 179k 54.45
Integral Ad Science Hldng (IAS) 2.3 $9.7M +22% 705k 13.80
Booking Holdings (BKNG) 2.2 $9.6M NEW 4.1k 2348.39
Hubspot (HUBS) 2.2 $9.5M +18% 20k 474.93
Mongodb Cl A (MDB) 2.1 $9.1M NEW 20k 443.59
O'reilly Automotive (ORLY) 1.9 $8.3M NEW 12k 684.96
The Trade Desk Com Cl A (TTD) 1.9 $8.2M NEW 118k 69.25
Hyatt Hotels Corp Com Cl A (H) 1.9 $7.9M -42% 83k 95.45
Sprout Social Com Cl A (SPT) 1.7 $7.2M -38% 90k 80.12
Braze Com Cl A (BRZE) 1.6 $6.9M +45% 166k 41.47
Callaway Golf Company (MODG) 1.6 $6.7M -46% 288k 23.42
Tradeweb Mkts Cl A (TW) 1.4 $6.0M NEW 69k 87.87
Jamf Hldg Corp (JAMF) 1.2 $5.0M -63% 143k 34.81

Past Filings by Stony Point Capital

SEC 13F filings are viewable for Stony Point Capital going back to 2019