Stony Point Capital as of Sept. 30, 2024
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 39 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 5.7 | $24M | 70k | 341.80 | |
| Meta Platforms Cl A (META) | 5.3 | $22M | 39k | 572.44 | |
| Ferrari Nv Ord (RACE) | 5.1 | $22M | 46k | 470.11 | |
| Datadog Cl A Com (DDOG) | 5.1 | $21M | 186k | 115.06 | |
| Fair Isaac Corporation (FICO) | 3.9 | $17M | 8.5k | 1943.52 | |
| Digital Realty Trust (DLR) | 3.8 | $16M | 98k | 161.83 | |
| The Trade Desk Com Cl A (TTD) | 3.5 | $15M | 133k | 109.65 | |
| Microsoft Corporation (MSFT) | 3.2 | $13M | 31k | 430.30 | |
| Manhattan Associates (MANH) | 3.0 | $13M | 45k | 281.38 | |
| Amazon (AMZN) | 3.0 | $13M | 67k | 186.33 | |
| Metropcs Communications (TMUS) | 2.9 | $12M | 59k | 206.36 | |
| Booking Holdings (BKNG) | 2.9 | $12M | 2.8k | 4212.12 | |
| Apple (AAPL) | 2.7 | $11M | 49k | 233.00 | |
| Arm Holdings Sponsored Ads (ARM) | 2.7 | $11M | 79k | 143.01 | |
| Texas Roadhouse (TXRH) | 2.6 | $11M | 63k | 176.60 | |
| Chipotle Mexican Grill (CMG) | 2.6 | $11M | 192k | 57.62 | |
| Tradeweb Mkts Cl A (TW) | 2.6 | $11M | 89k | 123.67 | |
| Tyler Technologies (TYL) | 2.4 | $10M | 17k | 583.72 | |
| Broadcom (AVGO) | 2.4 | $9.9M | 57k | 172.50 | |
| TJX Companies (TJX) | 2.3 | $9.5M | 81k | 117.54 | |
| Msci (MSCI) | 2.3 | $9.4M | 16k | 582.93 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $9.3M | 56k | 165.85 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 2.2 | $9.3M | 67k | 139.36 | |
| Garmin SHS (GRMN) | 2.2 | $9.2M | 52k | 176.03 | |
| Spotify Technology S A SHS (SPOT) | 2.2 | $9.1M | 25k | 368.53 | |
| NVIDIA Corporation (NVDA) | 2.1 | $8.8M | 73k | 121.44 | |
| Hilton Worldwide Holdings (HLT) | 1.9 | $7.9M | 34k | 230.50 | |
| Tesla Motors (TSLA) | 1.7 | $7.1M | 27k | 261.63 | |
| Ptc (PTC) | 1.6 | $6.8M | 38k | 180.66 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 1.6 | $6.7M | 243k | 27.81 | |
| Costco Wholesale Corporation (COST) | 1.6 | $6.7M | 7.5k | 886.52 | |
| Servicenow (NOW) | 1.6 | $6.5M | 7.3k | 894.39 | |
| Qualcomm (QCOM) | 1.5 | $6.2M | 36k | 170.05 | |
| Cyberark Software SHS (CYBR) | 1.5 | $6.1M | 21k | 291.61 | |
| MercadoLibre (MELI) | 1.4 | $5.9M | 2.9k | 2051.96 | |
| On Hldg Namen Akt A (ONON) | 1.3 | $5.6M | 112k | 50.15 | |
| Netflix (NFLX) | 1.2 | $5.1M | 7.3k | 709.27 | |
| Intuit (INTU) | 1.1 | $4.8M | 7.7k | 621.00 | |
| Micron Technology (MU) | 1.1 | $4.6M | 44k | 103.71 |
