Stony Point Capital as of Dec. 31, 2022
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 34 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 5.9 | $17M | 78k | 214.22 | |
| Dynatrace Com New (DT) | 5.0 | $14M | 372k | 38.30 | |
| Crocs (CROX) | 4.9 | $14M | 128k | 108.43 | |
| Dollar General (DG) | 4.5 | $13M | 52k | 246.25 | |
| Datadog Cl A Com (DDOG) | 4.5 | $13M | 172k | 73.50 | |
| Hilton Worldwide Holdings (HLT) | 4.3 | $12M | 96k | 126.36 | |
| Msci (MSCI) | 4.1 | $12M | 25k | 465.17 | |
| Five Below (FIVE) | 4.0 | $11M | 64k | 176.87 | |
| Chipotle Mexican Grill (CMG) | 3.6 | $10M | 7.4k | 1387.49 | |
| Lululemon Athletica (LULU) | 3.5 | $10M | 31k | 320.38 | |
| Pinterest Cl A (PINS) | 3.4 | $9.7M | 399k | 24.28 | |
| Charles Schwab Corporation (SCHW) | 3.3 | $9.3M | 111k | 83.26 | |
| Manhattan Associates (MANH) | 3.1 | $8.8M | 72k | 121.40 | |
| O'reilly Automotive (ORLY) | 3.1 | $8.7M | 10k | 844.03 | |
| Servicenow (NOW) | 2.9 | $8.2M | 21k | 388.27 | |
| Visa Com Cl A (V) | 2.9 | $8.2M | 39k | 207.76 | |
| Nice Sponsored Adr (NICE) | 2.7 | $7.8M | 40k | 192.30 | |
| Snowflake Cl A (SNOW) | 2.7 | $7.5M | 53k | 143.54 | |
| Fair Isaac Corporation (FICO) | 2.6 | $7.3M | 12k | 598.58 | |
| Domino's Pizza (DPZ) | 2.6 | $7.2M | 21k | 346.40 | |
| Sba Communications Corp Cl A (SBAC) | 2.4 | $6.9M | 25k | 280.31 | |
| Tyler Technologies (TYL) | 2.2 | $6.3M | 20k | 322.41 | |
| Gitlab Class A Com (GTLB) | 2.2 | $6.3M | 138k | 45.44 | |
| Endava Ads (DAVA) | 2.2 | $6.2M | 81k | 76.50 | |
| Palo Alto Networks (PANW) | 2.1 | $6.0M | 43k | 139.54 | |
| Qualys (QLYS) | 2.0 | $5.6M | 50k | 112.23 | |
| Zscaler Incorporated (ZS) | 2.0 | $5.6M | 50k | 111.90 | |
| Metropcs Communications (TMUS) | 1.9 | $5.3M | 38k | 140.00 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.9 | $5.2M | 73k | 72.35 | |
| Braze Com Cl A (BRZE) | 1.6 | $4.5M | 164k | 27.28 | |
| FactSet Research Systems (FDS) | 1.5 | $4.2M | 10k | 401.21 | |
| Microsoft Corporation (MSFT) | 1.4 | $4.1M | 17k | 239.82 | |
| Rh (RH) | 1.4 | $4.0M | 15k | 267.19 | |
| Cyberark Software SHS (CYBR) | 1.4 | $3.8M | 29k | 129.65 |
