Stony Point Capital as of June 30, 2020
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 25 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 9.4 | $17M | 76k | 219.43 | |
| Coupa Software | 7.6 | $14M | 49k | 277.04 | |
| Atlassian Corp Cl A | 7.1 | $13M | 70k | 180.27 | |
| Smartsheet Com Cl A (SMAR) | 5.8 | $10M | 200k | 50.92 | |
| IAC/InterActive | 5.7 | $10M | 31k | 323.41 | |
| Copart (CPRT) | 4.7 | $8.3M | 100k | 83.27 | |
| Datadog Cl A Com (DDOG) | 4.5 | $7.9M | 91k | 86.95 | |
| Alteryx Com Cl A | 4.4 | $7.8M | 48k | 164.28 | |
| Planet Fitness Cl A (PLNT) | 4.4 | $7.7M | 128k | 60.57 | |
| Facebook Cl A (META) | 4.4 | $7.7M | 34k | 227.06 | |
| Chegg (CHGG) | 4.3 | $7.7M | 114k | 67.26 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 4.0 | $7.1M | 58k | 122.19 | |
| Shopify Cl A (SHOP) | 3.6 | $6.5M | 6.8k | 949.26 | |
| Netflix (NFLX) | 3.6 | $6.4M | 14k | 455.07 | |
| Lamar Advertising Cl A (LAMR) | 3.5 | $6.2M | 92k | 66.76 | |
| Sba Communications Corp Cl A (SBAC) | 3.4 | $6.0M | 20k | 297.90 | |
| Pinterest Cl A (PINS) | 3.2 | $5.6M | 254k | 22.17 | |
| Okta Cl A (OKTA) | 3.1 | $5.5M | 28k | 200.22 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.8 | $4.9M | 49k | 100.29 | |
| Five Below (FIVE) | 2.7 | $4.8M | 45k | 106.91 | |
| Chewy Cl A (CHWY) | 2.5 | $4.5M | 100k | 44.69 | |
| Cardlytics (CDLX) | 1.8 | $3.1M | 44k | 69.98 | |
| CoStar (CSGP) | 1.7 | $3.1M | 4.3k | 710.70 | |
| Children's Place Retail Stores (PLCE) | 1.2 | $2.1M | 56k | 37.41 | |
| Canada Goose Hldgs Shs Sub Vtg (GOOS) | 0.7 | $1.2M | 52k | 23.16 |
