Stony Point Capital as of Sept. 30, 2020
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 28 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 9.3 | $19M | 75k | 247.10 | |
| Coupa Software | 7.1 | $14M | 52k | 274.25 | |
| Atlassian Corp Cl A | 6.3 | $13M | 70k | 181.79 | |
| Pinterest Cl A (PINS) | 5.6 | $11M | 270k | 41.51 | |
| Chegg (CHGG) | 5.4 | $11M | 152k | 71.44 | |
| Rh (RH) | 5.3 | $11M | 28k | 382.61 | |
| Datadog Cl A Com (DDOG) | 5.1 | $10M | 100k | 102.16 | |
| Copart (CPRT) | 4.4 | $8.8M | 84k | 105.16 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 4.1 | $8.2M | 58k | 141.81 | |
| Iac Interactive Ord | 3.9 | $7.9M | 66k | 119.78 | |
| Sba Communications Corp Cl A (SBAC) | 3.6 | $7.2M | 23k | 318.50 | |
| Shopify Cl A (SHOP) | 3.5 | $7.0M | 6.8k | 1022.94 | |
| Paypal Holdings (PYPL) | 3.2 | $6.4M | 33k | 197.03 | |
| Smartsheet Com Cl A (SMAR) | 3.2 | $6.4M | 130k | 49.42 | |
| Sea Sponsord Ads (SE) | 3.1 | $6.2M | 40k | 154.03 | |
| Lamar Advertising Cl A (LAMR) | 3.0 | $6.1M | 92k | 66.16 | |
| National Beverage (FIZZ) | 2.5 | $4.9M | 72k | 68.01 | |
| Chewy Cl A (CHWY) | 2.4 | $4.9M | 89k | 54.84 | |
| Okta Cl A (OKTA) | 2.4 | $4.8M | 22k | 213.84 | |
| Hyatt Hotels Corp Com Cl A (H) | 2.4 | $4.7M | 89k | 53.37 | |
| Domino's Pizza (DPZ) | 2.3 | $4.7M | 11k | 425.27 | |
| Netflix (NFLX) | 2.2 | $4.5M | 9.0k | 500.00 | |
| Alteryx Com Cl A | 2.2 | $4.3M | 38k | 113.54 | |
| Cardlytics (CDLX) | 2.1 | $4.2M | 60k | 70.57 | |
| Planet Fitness Cl A (PLNT) | 1.8 | $3.7M | 60k | 61.62 | |
| CoStar (CSGP) | 1.8 | $3.6M | 4.3k | 848.60 | |
| Cogent Communications Hldgs Com New (CCOI) | 1.3 | $2.6M | 43k | 60.06 | |
| Snowflake Cl A (SNOW) | 0.5 | $1.1M | 4.2k | 250.95 |
