Stony Point Capital

Stony Point Capital as of Dec. 31, 2021

Portfolio Holdings for Stony Point Capital

Stony Point Capital holds 34 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Datadog Cl A Com (DDOG) 6.1 $33M 184k 178.11
Twilio Cl A (TWLO) 5.4 $29M 110k 263.34
Microsoft Corporation (MSFT) 4.5 $24M 72k 336.32
Okta Cl A (OKTA) 4.2 $23M 101k 224.17
Snowflake Cl A (SNOW) 4.2 $22M 66k 338.75
Endava Ads (DAVA) 3.7 $20M 117k 167.92
Farfetch Ord Sh Cl A (FTCHQ) 3.6 $19M 578k 33.43
Chegg (CHGG) 3.5 $19M 603k 30.70
Shopify Cl A (SHOP) 3.4 $18M 13k 1377.39
Nice Sponsored Adr (NICE) 3.3 $18M 58k 303.60
Marriott Vacations Wrldwde Cp (VAC) 3.1 $17M 99k 168.97
Chipotle Mexican Grill (CMG) 3.1 $17M 9.5k 1748.23
Pool Corporation (POOL) 3.0 $16M 28k 566.01
Netflix (NFLX) 2.9 $16M 26k 602.44
Atlassian Corp Cl A 2.9 $16M 41k 381.30
Palo Alto Networks (PANW) 2.9 $15M 27k 556.74
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.8 $15M 37k 412.34
Jamf Hldg Corp (JAMF) 2.8 $15M 390k 38.01
Callaway Golf Company (MODG) 2.7 $15M 535k 27.44
Sonos (SONO) 2.7 $14M 479k 29.80
Rh (RH) 2.6 $14M 26k 535.93
Ferrari Nv Ord (RACE) 2.6 $14M 54k 258.82
Hyatt Hotels Corp Com Cl A (H) 2.6 $14M 144k 95.90
Sprout Social Com Cl A (SPT) 2.5 $13M 147k 90.69
Manhattan Associates (MANH) 2.5 $13M 86k 155.49
Integral Ad Science Hldng (IAS) 2.4 $13M 576k 22.21
Cloudflare Cl A Com (NET) 2.4 $13M 96k 131.50
Coupa Software 2.2 $12M 74k 158.05
Peloton Interactive Cl A Com (PTON) 2.2 $12M 328k 35.76
Hubspot (HUBS) 2.1 $11M 17k 659.18
Adobe Systems Incorporated (ADBE) 2.1 $11M 19k 567.07
Braze Com Cl A (BRZE) 1.7 $8.8M 114k 77.16
Fair Isaac Corporation (FICO) 1.3 $6.9M 16k 433.67
Rivian Automotive Com Cl A (RIVN) 0.2 $1.0M 10k 103.70