Stony Point Capital as of Sept. 30, 2021
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 35 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Cl A (TWLO) | 6.3 | $23M | 72k | 319.05 | |
| Chegg (CHGG) | 5.6 | $21M | 302k | 68.02 | |
| Sonos (SONO) | 5.0 | $18M | 568k | 32.36 | |
| Okta Cl A (OKTA) | 4.8 | $18M | 74k | 237.34 | |
| Sea Sponsord Ads (SE) | 4.7 | $17M | 54k | 318.73 | |
| Datadog Cl A Com (DDOG) | 4.6 | $17M | 119k | 141.35 | |
| Callaway Golf Company (MODG) | 4.3 | $16M | 575k | 27.63 | |
| Rh (RH) | 4.1 | $15M | 23k | 666.90 | |
| Peloton Interactive Cl A Com (PTON) | 4.0 | $15M | 167k | 87.05 | |
| Coupa Software | 3.6 | $13M | 61k | 219.18 | |
| Endava Ads (DAVA) | 3.6 | $13M | 98k | 135.85 | |
| Snowflake Cl A (SNOW) | 3.6 | $13M | 43k | 302.43 | |
| Farfetch Ord Sh Cl A (FTCHF) | 3.4 | $12M | 330k | 37.48 | |
| Netflix (NFLX) | 3.2 | $12M | 19k | 610.34 | |
| Atlassian Corp Cl A | 3.2 | $12M | 30k | 391.44 | |
| Sprout Social Com Cl A (SPT) | 2.9 | $11M | 88k | 121.96 | |
| Purple Innovatio (PRPL) | 2.9 | $11M | 503k | 21.02 | |
| Fair Isaac Corporation (FICO) | 2.8 | $10M | 26k | 397.93 | |
| Shopify Cl A (SHOP) | 2.7 | $9.9M | 7.3k | 1355.85 | |
| Nice Sponsored Adr (NICE) | 2.6 | $9.6M | 34k | 284.03 | |
| Victorias Secret And Common Stock (VSCO) | 2.6 | $9.4M | 169k | 55.26 | |
| Integral Ad Science Hldng (IAS) | 2.3 | $8.5M | 412k | 20.63 | |
| Fiverr Intl Ord Shs (FVRR) | 2.3 | $8.3M | 46k | 182.68 | |
| Cloudflare Cl A Com (NET) | 2.1 | $7.6M | 68k | 112.64 | |
| Zynga Cl A | 2.1 | $7.5M | 998k | 7.53 | |
| Jamf Hldg Corp (JAMF) | 2.1 | $7.5M | 195k | 38.52 | |
| Pinterest Cl A (PINS) | 1.7 | $6.2M | 122k | 50.95 | |
| Freshpet (FRPT) | 1.7 | $6.2M | 44k | 142.70 | |
| Noodles & Co Com Cl A (NDLS) | 1.5 | $5.5M | 464k | 11.80 | |
| Marriott Vacations Wrldwde Cp (VAC) | 1.4 | $5.2M | 33k | 157.32 | |
| Phreesia (PHR) | 1.2 | $4.2M | 68k | 61.70 | |
| Palo Alto Networks (PANW) | 0.9 | $3.3M | 6.8k | 478.97 | |
| Freshworks Class A Com (FRSH) | 0.1 | $427k | 10k | 42.70 | |
| Forgerock Cl A | 0.1 | $389k | 10k | 38.90 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.0 | $23k | 1.0k | 23.00 |
