Stony Point Capital as of March 31, 2023
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 30 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 7.1 | $20M | 73k | 270.94 | |
| Dynatrace Com New (DT) | 5.4 | $15M | 357k | 42.30 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 5.2 | $15M | 175k | 82.56 | |
| Msci (MSCI) | 5.0 | $14M | 25k | 559.69 | |
| Manhattan Associates (MANH) | 4.9 | $14M | 88k | 154.85 | |
| Hilton Worldwide Holdings (HLT) | 4.7 | $13M | 93k | 140.87 | |
| Nice Sponsored Adr (NICE) | 4.3 | $12M | 53k | 228.89 | |
| Datadog Cl A Com (DDOG) | 4.3 | $12M | 165k | 72.66 | |
| Five Below (FIVE) | 4.2 | $12M | 58k | 205.97 | |
| Cyberark Software SHS (CYBR) | 4.2 | $12M | 80k | 147.98 | |
| Pinterest Cl A (PINS) | 4.2 | $12M | 428k | 27.27 | |
| Shopify Cl A (SHOP) | 3.9 | $11M | 230k | 47.94 | |
| Servicenow (NOW) | 3.6 | $10M | 22k | 464.72 | |
| Visa Com Cl A (V) | 3.1 | $8.6M | 38k | 225.46 | |
| Workday Cl A (WDAY) | 3.0 | $8.6M | 41k | 206.54 | |
| Fair Isaac Corporation (FICO) | 3.0 | $8.4M | 12k | 702.69 | |
| Metropcs Communications (TMUS) | 2.9 | $8.2M | 57k | 144.84 | |
| Snowflake Cl A (SNOW) | 2.8 | $7.8M | 51k | 154.29 | |
| Chipotle Mexican Grill (CMG) | 2.6 | $7.4M | 4.3k | 1708.29 | |
| Tyler Technologies (TYL) | 2.4 | $6.8M | 19k | 354.64 | |
| Skechers U S A Cl A (SKX) | 2.4 | $6.6M | 140k | 47.52 | |
| Qualys (QLYS) | 2.3 | $6.4M | 50k | 130.02 | |
| Sba Communications Corp Cl A (SBAC) | 2.2 | $6.2M | 24k | 261.07 | |
| O'reilly Automotive (ORLY) | 2.1 | $5.8M | 6.8k | 848.98 | |
| Zscaler Incorporated (ZS) | 2.1 | $5.8M | 50k | 116.83 | |
| Endava Ads (DAVA) | 2.0 | $5.6M | 83k | 67.18 | |
| Palo Alto Networks (PANW) | 1.9 | $5.4M | 27k | 199.74 | |
| Gitlab Class A Com (GTLB) | 1.7 | $4.7M | 136k | 34.29 | |
| FactSet Research Systems (FDS) | 1.5 | $4.3M | 10k | 415.09 | |
| Abercrombie & Fitch Cl A (ANF) | 1.1 | $3.2M | 115k | 27.75 |
