Stony Point Capital as of June 30, 2023
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 27 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 8.1 | $25M | 76k | 325.21 | |
| Manhattan Associates (MANH) | 6.0 | $18M | 92k | 199.88 | |
| Datadog Cl A Com (DDOG) | 5.5 | $17M | 171k | 98.38 | |
| CoStar (CSGP) | 5.3 | $16M | 184k | 89.00 | |
| Shopify Cl A (SHOP) | 5.0 | $15M | 239k | 64.60 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 4.9 | $15M | 182k | 83.07 | |
| Cyberark Software SHS (CYBR) | 4.9 | $15M | 97k | 156.33 | |
| Servicenow (NOW) | 4.0 | $13M | 22k | 561.97 | |
| Msci (MSCI) | 4.0 | $12M | 26k | 469.29 | |
| Five Below (FIVE) | 4.0 | $12M | 62k | 196.54 | |
| O'reilly Automotive (ORLY) | 3.9 | $12M | 13k | 955.30 | |
| Dynatrace Com New (DT) | 3.9 | $12M | 232k | 51.47 | |
| Skechers U S A Cl A (SKX) | 3.7 | $11M | 217k | 52.66 | |
| Workday Cl A (WDAY) | 3.4 | $10M | 46k | 225.89 | |
| Fair Isaac Corporation (FICO) | 3.3 | $10M | 12k | 809.21 | |
| Chipotle Mexican Grill (CMG) | 3.1 | $9.6M | 4.5k | 2139.00 | |
| Visa Com Cl A (V) | 3.0 | $9.4M | 40k | 237.48 | |
| Snowflake Cl A (SNOW) | 2.9 | $9.1M | 52k | 175.98 | |
| Tyler Technologies (TYL) | 2.7 | $8.3M | 20k | 416.47 | |
| Metropcs Communications (TMUS) | 2.7 | $8.2M | 59k | 138.90 | |
| Pinterest Cl A (PINS) | 2.6 | $8.0M | 294k | 27.34 | |
| Zscaler Incorporated (ZS) | 2.4 | $7.5M | 52k | 146.30 | |
| Ptc (PTC) | 2.4 | $7.5M | 53k | 142.30 | |
| Gitlab Class A Com (GTLB) | 2.3 | $7.2M | 142k | 51.11 | |
| Palo Alto Networks (PANW) | 2.3 | $7.2M | 28k | 255.51 | |
| Qualys (QLYS) | 2.2 | $6.7M | 52k | 129.17 | |
| Bentley Sys Com Cl B (BSY) | 1.4 | $4.4M | 81k | 54.23 |
