Stony Point Capital as of March 31, 2025
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 48 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 5.8 | $56M | 328k | 170.64 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 4.8 | $47M | 100k | 468.92 | |
| Ferrari Nv Ord (RACE) | 4.4 | $43M | 99k | 427.88 | |
| Meta Platforms Cl A (META) | 4.0 | $39M | 67k | 576.36 | |
| Datadog Cl A Com (DDOG) | 3.9 | $38M | 385k | 99.21 | |
| Spotify Technology S A SHS (SPOT) | 3.7 | $36M | 65k | 550.03 | |
| Tradeweb Mkts Cl A (TW) | 3.5 | $34M | 230k | 148.46 | |
| Tyler Technologies (TYL) | 3.2 | $31M | 54k | 581.39 | |
| Garmin SHS (GRMN) | 3.2 | $31M | 142k | 217.13 | |
| Amazon (AMZN) | 3.1 | $30M | 159k | 190.26 | |
| Microsoft Corporation (MSFT) | 3.1 | $30M | 80k | 375.39 | |
| Apple (AAPL) | 3.0 | $30M | 133k | 222.13 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 3.0 | $30M | 178k | 165.59 | |
| Axon Enterprise (AXON) | 3.0 | $29M | 56k | 525.95 | |
| Broadcom (AVGO) | 2.8 | $27M | 161k | 167.43 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $27M | 174k | 154.64 | |
| NVIDIA Corporation (NVDA) | 2.8 | $27M | 248k | 108.38 | |
| Tesla Motors (TSLA) | 2.7 | $26M | 100k | 259.16 | |
| The Trade Desk Com Cl A (TTD) | 2.6 | $25M | 463k | 54.72 | |
| Fair Isaac Corporation (FICO) | 2.1 | $20M | 11k | 1844.16 | |
| Booking Holdings (BKNG) | 2.0 | $19M | 4.2k | 4606.91 | |
| Metropcs Communications (TMUS) | 1.9 | $18M | 69k | 266.71 | |
| TJX Companies (TJX) | 1.9 | $18M | 150k | 121.80 | |
| O'reilly Automotive (ORLY) | 1.8 | $17M | 12k | 1432.58 | |
| Cyberark Software SHS (CYBR) | 1.7 | $16M | 48k | 338.00 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.7 | $16M | 97k | 166.00 | |
| Texas Roadhouse (TXRH) | 1.6 | $16M | 96k | 166.63 | |
| Costco Wholesale Corporation (COST) | 1.6 | $16M | 17k | 945.78 | |
| Msci (MSCI) | 1.6 | $15M | 27k | 565.50 | |
| Shopify Cl A (SHOP) | 1.5 | $15M | 157k | 95.48 | |
| Digital Realty Trust (DLR) | 1.3 | $13M | 91k | 143.29 | |
| MercadoLibre (MELI) | 1.3 | $13M | 6.6k | 1950.87 | |
| Arm Holdings Sponsored Ads (ARM) | 1.3 | $12M | 115k | 106.79 | |
| Netflix (NFLX) | 1.3 | $12M | 13k | 932.53 | |
| Servicenow (NOW) | 1.2 | $12M | 15k | 796.14 | |
| Ptc (PTC) | 1.2 | $12M | 75k | 154.95 | |
| Manhattan Associates (MANH) | 1.0 | $9.8M | 57k | 173.04 | |
| Doordash Cl A (DASH) | 0.9 | $8.3M | 46k | 182.77 | |
| Chipotle Mexican Grill (CMG) | 0.9 | $8.3M | 165k | 50.21 | |
| Micron Technology (MU) | 0.9 | $8.3M | 95k | 86.89 | |
| On Hldg Namen Akt A (ONON) | 0.8 | $7.9M | 181k | 43.92 | |
| Hilton Worldwide Holdings (HLT) | 0.8 | $7.8M | 34k | 227.55 | |
| Sap Se Spon Adr (SAP) | 0.6 | $5.8M | 22k | 268.44 | |
| Duolingo Cl A Com (DUOL) | 0.6 | $5.6M | 18k | 310.54 | |
| Roper Industries (ROP) | 0.5 | $5.1M | 8.6k | 589.58 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $4.8M | 36k | 132.23 | |
| Verisk Analytics (VRSK) | 0.4 | $3.8M | 13k | 297.62 | |
| Sailpoint (SAIL) | 0.0 | $281k | 15k | 18.75 |
