Stony Point Capital as of June 30, 2024
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 41 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Datadog Cl A Com (DDOG) | 6.0 | $24M | 181k | 129.69 | |
| Palo Alto Networks (PANW) | 5.9 | $23M | 68k | 339.01 | |
| Meta Platforms Cl A (META) | 5.6 | $22M | 43k | 504.22 | |
| Ferrari Nv Ord (RACE) | 4.7 | $18M | 45k | 408.37 | |
| Digital Realty Trust (DLR) | 3.7 | $14M | 95k | 152.05 | |
| Microsoft Corporation (MSFT) | 3.5 | $14M | 30k | 446.95 | |
| The Trade Desk Com Cl A (TTD) | 3.3 | $13M | 130k | 97.67 | |
| Amazon (AMZN) | 3.2 | $13M | 65k | 193.25 | |
| Fair Isaac Corporation (FICO) | 3.1 | $12M | 8.2k | 1488.66 | |
| Chipotle Mexican Grill (CMG) | 3.0 | $12M | 186k | 62.65 | |
| Booking Holdings (BKNG) | 2.8 | $11M | 2.8k | 3961.50 | |
| Manhattan Associates (MANH) | 2.8 | $11M | 44k | 246.68 | |
| Texas Roadhouse (TXRH) | 2.7 | $11M | 61k | 171.71 | |
| Apple (AAPL) | 2.6 | $10M | 48k | 210.62 | |
| Metropcs Communications (TMUS) | 2.6 | $10M | 57k | 176.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $9.9M | 55k | 182.15 | |
| Broadcom (AVGO) | 2.3 | $9.0M | 5.6k | 1605.53 | |
| NVIDIA Corporation (NVDA) | 2.2 | $8.7M | 71k | 123.54 | |
| TJX Companies (TJX) | 2.2 | $8.6M | 78k | 110.10 | |
| Tyler Technologies (TYL) | 2.1 | $8.4M | 17k | 502.78 | |
| Garmin SHS (GRMN) | 2.1 | $8.3M | 51k | 162.92 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 2.0 | $8.0M | 65k | 122.60 | |
| Spotify Technology S A SHS (SPOT) | 1.9 | $7.6M | 24k | 313.79 | |
| Hilton Worldwide Holdings (HLT) | 1.9 | $7.3M | 33k | 218.20 | |
| Constellation Brands Cl A (STZ) | 1.8 | $7.1M | 28k | 257.28 | |
| Qualcomm (QCOM) | 1.8 | $7.0M | 35k | 199.18 | |
| Verisk Analytics (VRSK) | 1.8 | $7.0M | 26k | 269.55 | |
| Domino's Pizza (DPZ) | 1.8 | $7.0M | 14k | 516.33 | |
| Ptc (PTC) | 1.7 | $6.7M | 37k | 181.67 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 1.6 | $6.4M | 236k | 27.20 | |
| Costco Wholesale Corporation (COST) | 1.6 | $6.2M | 7.3k | 849.99 | |
| Servicenow (NOW) | 1.4 | $5.6M | 7.1k | 786.67 | |
| Micron Technology (MU) | 1.4 | $5.6M | 43k | 131.53 | |
| Cyberark Software SHS (CYBR) | 1.4 | $5.6M | 20k | 273.42 | |
| Copart (CPRT) | 1.4 | $5.4M | 100k | 54.16 | |
| Tesla Motors (TSLA) | 1.3 | $5.2M | 26k | 197.88 | |
| Intuit (INTU) | 1.3 | $4.9M | 7.5k | 657.21 | |
| Cadence Design Systems (CDNS) | 1.3 | $4.9M | 16k | 307.75 | |
| Netflix (NFLX) | 1.2 | $4.8M | 7.0k | 674.88 | |
| MercadoLibre (MELI) | 1.2 | $4.6M | 2.8k | 1643.40 | |
| On Hldg Namen Akt A (ONON) | 1.1 | $4.1M | 106k | 38.80 |
