Stony Point Capital as of March 31, 2021
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 29 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 7.2 | $23M | 66k | 340.76 | |
| Chegg (CHGG) | 6.7 | $21M | 243k | 85.66 | |
| Rh (RH) | 6.2 | $19M | 32k | 596.61 | |
| Sonos (SONO) | 5.8 | $18M | 480k | 37.47 | |
| Pinterest Cl A (PINS) | 5.2 | $16M | 217k | 74.03 | |
| Okta Cl A (OKTA) | 4.8 | $15M | 68k | 220.43 | |
| Sea Sponsord Ads (SE) | 4.5 | $14M | 63k | 223.23 | |
| Peloton Interactive Cl A Com (PTON) | 4.5 | $14M | 124k | 112.44 | |
| Datadog Cl A Com (DDOG) | 4.0 | $13M | 151k | 83.34 | |
| Facebook Cl A (META) | 3.6 | $11M | 38k | 294.54 | |
| Shopify Cl A (SHOP) | 3.6 | $11M | 10k | 1106.50 | |
| Coupa Software | 3.4 | $11M | 42k | 254.49 | |
| Paypal Holdings (PYPL) | 3.4 | $11M | 44k | 242.85 | |
| CoStar (CSGP) | 3.4 | $11M | 13k | 821.88 | |
| Netflix (NFLX) | 3.3 | $10M | 20k | 521.65 | |
| Atlassian Corp Cl A | 3.2 | $10M | 48k | 210.75 | |
| Cardlytics (CDLX) | 3.2 | $9.9M | 90k | 109.70 | |
| Liberty Broadband Corp Com Ser A (LBRDA) | 3.1 | $9.7M | 67k | 145.15 | |
| Snowflake Cl A (SNOW) | 2.9 | $9.0M | 39k | 229.29 | |
| Cloudflare Cl A Com (NET) | 2.7 | $8.3M | 118k | 70.26 | |
| Metropcs Communications (TMUS) | 2.5 | $7.7M | 61k | 125.29 | |
| Sprout Social Com Cl A (SPT) | 2.2 | $6.9M | 120k | 57.76 | |
| Uber Technologies (UBER) | 2.0 | $6.2M | 114k | 54.51 | |
| Chewy Cl A (CHWY) | 2.0 | $6.2M | 73k | 84.71 | |
| Zynga Cl A | 2.0 | $6.1M | 601k | 10.21 | |
| Phreesia (PHR) | 1.9 | $6.1M | 117k | 52.10 | |
| American Eagle Outfitters (AEO) | 1.9 | $6.1M | 207k | 29.24 | |
| Noodles & Co Com Cl A (NDLS) | 0.6 | $1.9M | 180k | 10.35 | |
| Gannett (GCI) | 0.2 | $531k | 99k | 5.38 |
