Stony Point Capital as of June 30, 2022
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 34 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Datadog Cl A Com (DDOG) | 6.7 | $19M | 201k | 95.24 | |
| Chipotle Mexican Grill (CMG) | 5.9 | $17M | 13k | 1307.24 | |
| Ferrari Nv Ord (RACE) | 5.2 | $15M | 80k | 183.48 | |
| Dynatrace Com New (DT) | 5.0 | $14M | 362k | 39.44 | |
| Microsoft Corporation (MSFT) | 4.4 | $13M | 49k | 256.83 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 4.3 | $12M | 32k | 385.48 | |
| Snowflake Cl A (SNOW) | 4.1 | $12M | 84k | 139.06 | |
| Rh (RH) | 4.0 | $11M | 54k | 212.26 | |
| O'reilly Automotive (ORLY) | 4.0 | $11M | 18k | 631.74 | |
| Manhattan Associates (MANH) | 3.8 | $11M | 93k | 114.60 | |
| Endava Ads (DAVA) | 3.8 | $11M | 121k | 88.27 | |
| Pool Corporation (POOL) | 3.8 | $11M | 30k | 351.22 | |
| Match Group (MTCH) | 3.5 | $10M | 144k | 69.69 | |
| Palo Alto Networks (PANW) | 3.5 | $10M | 20k | 493.95 | |
| Zscaler Incorporated (ZS) | 3.5 | $9.9M | 67k | 149.51 | |
| Nice Sponsored Adr (NICE) | 3.5 | $9.9M | 52k | 192.44 | |
| Mongodb Cl A (MDB) | 3.3 | $9.4M | 36k | 259.49 | |
| Booking Holdings (BKNG) | 3.2 | $8.9M | 5.1k | 1749.02 | |
| Twilio Cl A (TWLO) | 2.9 | $8.2M | 98k | 83.81 | |
| Tradeweb Mkts Cl A (TW) | 2.9 | $8.1M | 118k | 68.25 | |
| Gitlab Class A Com (GTLB) | 2.7 | $7.8M | 146k | 53.14 | |
| Metropcs Communications (TMUS) | 2.5 | $7.1M | 53k | 134.53 | |
| Braze Com Cl A (BRZE) | 2.2 | $6.1M | 170k | 36.23 | |
| Msci (MSCI) | 2.0 | $5.7M | 14k | 412.14 | |
| Servicenow (NOW) | 1.6 | $4.6M | 9.6k | 475.52 | |
| Hubspot (HUBS) | 1.5 | $4.1M | 14k | 300.63 | |
| Amazon (AMZN) | 1.1 | $3.1M | 29k | 106.20 | |
| The Trade Desk Com Cl A (TTD) | 1.0 | $2.8M | 67k | 41.89 | |
| Sprout Social Com Cl A (SPT) | 1.0 | $2.7M | 47k | 58.06 | |
| Jamf Hldg Corp (JAMF) | 0.9 | $2.5M | 101k | 24.77 | |
| Integral Ad Science Hldng (IAS) | 0.8 | $2.3M | 228k | 9.93 | |
| Tyler Technologies (TYL) | 0.6 | $1.7M | 5.3k | 332.44 | |
| Dollar General (DG) | 0.6 | $1.7M | 7.1k | 245.50 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.1 | $344k | 3.0k | 115.75 |
