Stony Point Capital as of Dec. 31, 2023
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 25 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Datadog Cl A Com (DDOG) | 7.6 | $23M | 190k | 121.38 | |
| Cyberark Software SHS (CYBR) | 6.7 | $20M | 93k | 219.05 | |
| Ferrari Nv Ord (RACE) | 6.6 | $20M | 59k | 338.43 | |
| Manhattan Associates (MANH) | 5.8 | $17M | 81k | 215.32 | |
| Servicenow (NOW) | 5.7 | $17M | 25k | 706.49 | |
| Palo Alto Networks (PANW) | 5.4 | $16M | 55k | 294.88 | |
| Chipotle Mexican Grill (CMG) | 4.8 | $14M | 6.3k | 2286.96 | |
| Meta Platforms Cl A (META) | 4.6 | $14M | 39k | 353.96 | |
| CoStar (CSGP) | 4.3 | $13M | 149k | 87.39 | |
| Dynatrace Com New (DT) | 4.3 | $13M | 237k | 54.69 | |
| Workday Cl A (WDAY) | 4.3 | $13M | 47k | 276.06 | |
| Msci (MSCI) | 4.2 | $13M | 23k | 565.65 | |
| TJX Companies (TJX) | 4.2 | $13M | 135k | 93.81 | |
| Lululemon Athletica (LULU) | 3.8 | $11M | 22k | 511.29 | |
| Fair Isaac Corporation (FICO) | 3.7 | $11M | 9.5k | 1164.01 | |
| Shopify Cl A (SHOP) | 3.5 | $10M | 134k | 77.90 | |
| Bentley Sys Com Cl B (BSY) | 3.2 | $9.7M | 186k | 52.18 | |
| Zscaler Incorporated (ZS) | 3.0 | $9.0M | 41k | 221.56 | |
| Microsoft Corporation (MSFT) | 2.9 | $8.6M | 23k | 376.04 | |
| Ptc (PTC) | 2.5 | $7.5M | 43k | 174.96 | |
| Mongodb Cl A (MDB) | 2.5 | $7.4M | 18k | 408.85 | |
| Amazon (AMZN) | 2.4 | $7.3M | 48k | 151.94 | |
| The Trade Desk Com Cl A (TTD) | 2.0 | $6.2M | 86k | 71.96 | |
| Copart (CPRT) | 1.6 | $4.9M | 100k | 49.00 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.6 | $1.9M | 23k | 82.90 |
