Stony Point Capital as of March 31, 2020
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Atlassian Corp Plc cl a | 8.3 | $9.6M | 70k | 137.26 | |
| Chewy Inc cl a (CHWY) | 6.5 | $7.5M | 200k | 37.49 | |
| Zscaler Incorporated (ZS) | 6.4 | $7.4M | 122k | 60.86 | |
| Twilio Inc cl a (TWLO) | 6.2 | $7.2M | 80k | 89.49 | |
| Coupa Software | 5.9 | $6.8M | 49k | 139.73 | |
| Copart (CPRT) | 5.9 | $6.8M | 100k | 68.52 | |
| Smartsheet (SMAR) | 5.6 | $6.5M | 158k | 41.51 | |
| Alteryx | 5.4 | $6.3M | 66k | 95.17 | |
| Planet Fitness Inc-cl A (PLNT) | 5.1 | $6.0M | 122k | 48.70 | |
| Facebook Inc cl a (META) | 4.9 | $5.7M | 34k | 166.79 | |
| IAC/InterActive | 4.8 | $5.6M | 31k | 179.23 | |
| Netflix (NFLX) | 4.5 | $5.3M | 14k | 375.50 | |
| Liberty Broadband Corporation (LBRDA) | 4.5 | $5.2M | 49k | 106.99 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 4.3 | $5.0M | 90k | 55.68 | |
| Chegg (CHGG) | 4.0 | $4.7M | 130k | 35.78 | |
| Mongodb Inc. Class A (MDB) | 3.5 | $4.0M | 30k | 136.53 | |
| Sinclair Broadcast | 3.0 | $3.5M | 220k | 16.08 | |
| Okta Inc cl a (OKTA) | 2.9 | $3.4M | 28k | 122.25 | |
| Boot Barn Hldgs (BOOT) | 2.5 | $2.9M | 227k | 12.93 | |
| Shopify Inc cl a (SHOP) | 2.5 | $2.9M | 7.0k | 417.00 | |
| Shake Shack Inc cl a (SHAK) | 1.8 | $2.1M | 55k | 37.73 | |
| Canada Goose Holdings Inc shs sub vtg (GOOS) | 1.6 | $1.8M | 91k | 19.89 |
