Stony Point Capital as of June 30, 2021
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 36 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 7.2 | $28M | 70k | 394.16 | |
| Chegg (CHGG) | 6.4 | $24M | 294k | 83.11 | |
| Peloton Interactive Cl A Com (PTON) | 6.0 | $23M | 185k | 124.02 | |
| Pinterest Cl A (PINS) | 5.4 | $21M | 262k | 78.95 | |
| Sonos (SONO) | 5.2 | $20M | 566k | 35.23 | |
| Okta Cl A (OKTA) | 4.6 | $18M | 72k | 244.69 | |
| Cloudflare Cl A Com (NET) | 4.3 | $16M | 155k | 105.84 | |
| Callaway Golf Company (MODG) | 4.1 | $16M | 461k | 33.73 | |
| Rh (RH) | 3.9 | $15M | 22k | 679.01 | |
| Sea Sponsord Ads (SE) | 3.7 | $14M | 52k | 274.59 | |
| Facebook Cl A (META) | 3.6 | $14M | 40k | 347.71 | |
| Cardlytics (CDLX) | 3.1 | $12M | 95k | 126.93 | |
| Datadog Cl A Com (DDOG) | 3.1 | $12M | 115k | 104.08 | |
| Coupa Software | 3.1 | $12M | 45k | 262.12 | |
| Netflix (NFLX) | 2.9 | $11M | 21k | 528.20 | |
| Shopify Cl A (SHOP) | 2.7 | $10M | 7.1k | 1461.02 | |
| Boston Beer Cl A (SAM) | 2.7 | $10M | 10k | 1020.78 | |
| Snowflake Cl A (SNOW) | 2.6 | $10M | 42k | 241.79 | |
| Atlassian Corp Cl A | 2.4 | $9.2M | 36k | 256.85 | |
| Sprout Social Com Cl A (SPT) | 2.4 | $9.2M | 102k | 89.42 | |
| Integral Ad Science Hldng (IAS) | 2.2 | $8.2M | 400k | 20.58 | |
| Nice Sponsored Adr (NICE) | 2.1 | $8.1M | 33k | 247.45 | |
| Endava Ads (DAVA) | 2.1 | $7.9M | 70k | 113.38 | |
| Fair Isaac Corporation (FICO) | 2.0 | $7.7M | 15k | 502.70 | |
| Phreesia (PHR) | 2.0 | $7.6M | 123k | 61.30 | |
| Purple Innovatio (PRPL) | 1.9 | $7.1M | 269k | 26.41 | |
| CoStar (CSGP) | 1.8 | $7.0M | 85k | 82.83 | |
| Zynga Cl A | 1.8 | $6.8M | 636k | 10.63 | |
| Chewy Cl A (CHWY) | 1.6 | $6.1M | 77k | 79.71 | |
| Fiverr Intl Ord Shs (FVRR) | 1.3 | $5.0M | 20k | 242.49 | |
| Noodles & Co Com Cl A (NDLS) | 1.1 | $4.2M | 336k | 12.48 | |
| Sentinelone Cl A (S) | 0.3 | $1.1M | 25k | 42.52 | |
| Uipath Cl A (PATH) | 0.3 | $1.0M | 15k | 67.93 | |
| Doximity Cl A (DOCS) | 0.2 | $582k | 10k | 58.20 | |
| Legalzoom (LZ) | 0.0 | $189k | 5.0k | 37.80 | |
| Confluent Class A Com (CFLT) | 0.0 | $48k | 1.0k | 48.00 |
