Stony Point Capital as of Dec. 31, 2019
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 22 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| IAC/InterActive | 7.5 | $10M | 41k | 249.11 | |
| Planet Fitness Inc-cl A (PLNT) | 6.6 | $9.1M | 122k | 74.68 | |
| Alteryx | 6.2 | $8.6M | 86k | 100.07 | |
| Twilio Inc cl a (TWLO) | 6.2 | $8.5M | 87k | 98.28 | |
| Atlassian Corp Plc cl a | 6.1 | $8.4M | 70k | 120.34 | |
| Copart (CPRT) | 5.6 | $7.7M | 85k | 90.94 | |
| Coupa Software | 5.2 | $7.1M | 49k | 146.26 | |
| stock | 5.2 | $7.1M | 47k | 149.77 | |
| Smartsheet (SMAR) | 5.1 | $7.1M | 158k | 44.92 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 4.8 | $6.6M | 182k | 36.24 | |
| Shopify Inc cl a (SHOP) | 4.7 | $6.5M | 16k | 397.61 | |
| Shake Shack Inc cl a (SHAK) | 4.6 | $6.3M | 105k | 59.57 | |
| Okta Inc cl a (OKTA) | 4.4 | $6.1M | 53k | 115.37 | |
| Chewy Inc cl a (CHWY) | 4.2 | $5.8M | 200k | 29.00 | |
| Zscaler Incorporated (ZS) | 4.1 | $5.7M | 122k | 46.50 | |
| Trade Desk (TTD) | 3.8 | $5.2M | 20k | 259.80 | |
| Sinclair Broadcast | 3.5 | $4.8M | 144k | 33.34 | |
| National Vision Hldgs (EYE) | 3.4 | $4.6M | 143k | 32.43 | |
| Nike (NKE) | 3.0 | $4.2M | 41k | 101.31 | |
| Mongodb Inc. Class A (MDB) | 2.8 | $3.9M | 30k | 131.61 | |
| Qualys (QLYS) | 2.5 | $3.5M | 42k | 83.37 | |
| Five Below (FIVE) | 0.5 | $706k | 5.5k | 127.94 |
