Stony Point Capital as of Dec. 31, 2020
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 26 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 9.8 | $23M | 66k | 338.49 | |
| Pinterest Cl A (PINS) | 7.8 | $18M | 270k | 65.90 | |
| Atlassian Corp Cl A | 7.2 | $16M | 70k | 233.87 | |
| Chegg (CHGG) | 6.0 | $14M | 152k | 90.33 | |
| Coupa Software | 5.8 | $13M | 39k | 338.91 | |
| Rh (RH) | 5.5 | $13M | 28k | 447.54 | |
| Iac Interactive Ord | 5.4 | $12M | 66k | 189.36 | |
| Paypal Holdings (PYPL) | 4.9 | $11M | 48k | 234.19 | |
| Datadog Cl A Com (DDOG) | 4.3 | $9.8M | 100k | 98.44 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 4.0 | $9.1M | 58k | 157.57 | |
| Smartsheet Com Cl A (SMAR) | 3.9 | $9.0M | 130k | 69.29 | |
| Cardlytics (CDLX) | 3.7 | $8.5M | 60k | 142.76 | |
| Sea Sponsord Ads (SE) | 3.5 | $8.0M | 40k | 199.05 | |
| Chewy Cl A (CHWY) | 3.5 | $8.0M | 89k | 89.89 | |
| Shopify Cl A (SHOP) | 3.4 | $7.7M | 6.8k | 1131.91 | |
| Copart (CPRT) | 3.0 | $6.8M | 54k | 127.25 | |
| National Beverage (FIZZ) | 2.7 | $6.1M | 72k | 84.90 | |
| Peloton Interactive Cl A Com (PTON) | 2.7 | $6.1M | 40k | 151.72 | |
| CoStar (CSGP) | 2.5 | $5.8M | 6.3k | 924.29 | |
| Okta Cl A (OKTA) | 2.5 | $5.7M | 22k | 254.24 | |
| Hyatt Hotels Corp Com Cl A (H) | 2.5 | $5.7M | 76k | 74.25 | |
| Netflix (NFLX) | 2.1 | $4.9M | 9.0k | 540.78 | |
| Anaplan | 1.5 | $3.4M | 48k | 71.85 | |
| Alteryx Com Cl A | 1.1 | $2.4M | 20k | 121.77 | |
| Snowflake Cl A (SNOW) | 0.5 | $1.2M | 4.2k | 281.43 | |
| Airbnb Com Cl A (ABNB) | 0.3 | $734k | 5.0k | 146.80 |
