Stony Point Capital as of March 31, 2024
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 25 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ferrari Nv Ord (RACE) | 8.1 | $25M | 57k | 435.94 | |
| Cyberark Software SHS (CYBR) | 7.7 | $23M | 88k | 265.63 | |
| Datadog Cl A Com (DDOG) | 6.5 | $20M | 160k | 123.60 | |
| Manhattan Associates (MANH) | 6.3 | $19M | 77k | 250.23 | |
| Meta Platforms Cl A (META) | 6.2 | $19M | 39k | 485.58 | |
| Chipotle Mexican Grill (CMG) | 6.0 | $18M | 6.3k | 2906.77 | |
| Servicenow (NOW) | 5.7 | $18M | 23k | 762.40 | |
| Palo Alto Networks (PANW) | 5.2 | $16M | 55k | 284.13 | |
| CoStar (CSGP) | 4.7 | $14M | 149k | 96.60 | |
| TJX Companies (TJX) | 4.5 | $14M | 135k | 101.42 | |
| Workday Cl A (WDAY) | 4.2 | $13M | 47k | 272.75 | |
| Msci (MSCI) | 4.2 | $13M | 23k | 560.45 | |
| Fair Isaac Corporation (FICO) | 3.7 | $11M | 9.0k | 1249.61 | |
| Bentley Sys Com Cl B (BSY) | 3.2 | $9.7M | 186k | 52.22 | |
| Microsoft Corporation (MSFT) | 3.2 | $9.7M | 23k | 420.72 | |
| Tempur-Pedic International (TPX) | 3.0 | $9.2M | 163k | 56.82 | |
| Amazon (AMZN) | 2.8 | $8.6M | 48k | 180.38 | |
| Ptc (PTC) | 2.7 | $8.1M | 43k | 188.94 | |
| Zscaler Incorporated (ZS) | 2.6 | $7.8M | 41k | 192.63 | |
| Pool Corporation (POOL) | 2.3 | $7.1M | 18k | 403.50 | |
| On Hldg Namen Akt A (ONON) | 2.1 | $6.3M | 177k | 35.38 | |
| Copart (CPRT) | 1.9 | $5.8M | 100k | 57.92 | |
| Domino's Pizza (DPZ) | 1.3 | $3.8M | 7.7k | 496.88 | |
| Draftkings Com Cl A (DKNG) | 1.1 | $3.4M | 76k | 45.41 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.9 | $2.6M | 23k | 111.71 |
