Stony Point Capital as of March 31, 2022
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 32 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Datadog Cl A Com (DDOG) | 7.1 | $30M | 201k | 151.47 | |
| Chegg (CHGG) | 6.2 | $26M | 728k | 36.28 | |
| Microsoft Corporation (MSFT) | 5.1 | $22M | 72k | 308.30 | |
| Endava Ads (DAVA) | 4.9 | $21M | 157k | 133.03 | |
| Amazon (AMZN) | 4.2 | $18M | 5.6k | 3260.04 | |
| Snowflake Cl A (SNOW) | 4.2 | $18M | 79k | 229.13 | |
| Pool Corporation (POOL) | 3.9 | $17M | 40k | 422.84 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 3.9 | $17M | 42k | 398.23 | |
| Ferrari Nv Ord (RACE) | 3.8 | $17M | 76k | 218.09 | |
| Dynatrace Com New (DT) | 3.8 | $16M | 345k | 47.10 | |
| Zscaler Incorporated (ZS) | 3.7 | $16M | 67k | 241.27 | |
| Chipotle Mexican Grill (CMG) | 3.6 | $15M | 9.7k | 1582.08 | |
| Twilio Cl A (TWLO) | 3.6 | $15M | 94k | 164.81 | |
| Rh (RH) | 3.3 | $14M | 44k | 326.09 | |
| Msci (MSCI) | 3.1 | $13M | 26k | 502.87 | |
| Palo Alto Networks (PANW) | 2.9 | $13M | 20k | 622.51 | |
| Metropcs Communications (TMUS) | 2.9 | $12M | 96k | 128.35 | |
| Manhattan Associates (MANH) | 2.8 | $12M | 86k | 138.71 | |
| Nice Sponsored Adr (NICE) | 2.6 | $11M | 52k | 219.00 | |
| Gitlab Class A Com (GTLB) | 2.3 | $9.8M | 179k | 54.45 | |
| Integral Ad Science Hldng (IAS) | 2.3 | $9.7M | 705k | 13.80 | |
| Booking Holdings (BKNG) | 2.2 | $9.6M | 4.1k | 2348.39 | |
| Hubspot (HUBS) | 2.2 | $9.5M | 20k | 474.93 | |
| Mongodb Cl A (MDB) | 2.1 | $9.1M | 20k | 443.59 | |
| O'reilly Automotive (ORLY) | 1.9 | $8.3M | 12k | 684.96 | |
| The Trade Desk Com Cl A (TTD) | 1.9 | $8.2M | 118k | 69.25 | |
| Hyatt Hotels Corp Com Cl A (H) | 1.9 | $7.9M | 83k | 95.45 | |
| Sprout Social Com Cl A (SPT) | 1.7 | $7.2M | 90k | 80.12 | |
| Braze Com Cl A (BRZE) | 1.6 | $6.9M | 166k | 41.47 | |
| Callaway Golf Company (MODG) | 1.6 | $6.7M | 288k | 23.42 | |
| Tradeweb Mkts Cl A (TW) | 1.4 | $6.0M | 69k | 87.87 | |
| Jamf Hldg Corp (JAMF) | 1.2 | $5.0M | 143k | 34.81 |
