Stony Point Capital as of Sept. 30, 2025
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 35 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doordash Cl A (DASH) | 6.0 | $86M | 317k | 271.99 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.9 | $84M | 346k | 243.10 | |
| Tesla Motors (TSLA) | 5.7 | $81M | 183k | 444.72 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 5.5 | $78M | 528k | 148.61 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.5 | $78M | 281k | 279.29 | |
| NVIDIA Corporation (NVDA) | 5.4 | $77M | 414k | 186.58 | |
| Garmin SHS (GRMN) | 5.1 | $72M | 294k | 246.22 | |
| Palo Alto Networks (PANW) | 5.0 | $72M | 351k | 203.62 | |
| Broadcom (AVGO) | 4.8 | $68M | 207k | 329.91 | |
| Microsoft Corporation (MSFT) | 4.8 | $68M | 131k | 517.95 | |
| Nasdaq Omx (NDAQ) | 4.4 | $63M | 717k | 88.45 | |
| Meta Platforms Cl A (META) | 4.3 | $62M | 84k | 734.38 | |
| Apple (AAPL) | 4.1 | $58M | 228k | 254.63 | |
| Amazon (AMZN) | 4.1 | $58M | 264k | 219.57 | |
| Axon Enterprise (AXON) | 3.9 | $56M | 78k | 717.64 | |
| Ferrari Nv Ord (RACE) | 3.6 | $51M | 106k | 485.22 | |
| Reddit Cl A (RDDT) | 1.9 | $27M | 118k | 229.99 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.5 | $21M | 301k | 68.81 | |
| TJX Companies (TJX) | 1.4 | $20M | 136k | 144.54 | |
| Capital One Financial (COF) | 1.3 | $19M | 89k | 212.58 | |
| O'reilly Automotive (ORLY) | 1.3 | $18M | 168k | 107.81 | |
| Snowflake Com Shs (SNOW) | 1.3 | $18M | 80k | 225.55 | |
| Zillow Group Cl A (ZG) | 1.3 | $18M | 242k | 74.44 | |
| Booking Holdings (BKNG) | 1.1 | $16M | 2.9k | 5399.27 | |
| Metropcs Communications (TMUS) | 1.1 | $16M | 65k | 239.38 | |
| Costco Wholesale Corporation (COST) | 1.1 | $16M | 17k | 925.63 | |
| Digital Realty Trust (DLR) | 1.1 | $15M | 87k | 172.88 | |
| Arm Holdings Sponsored Ads (ARM) | 1.1 | $15M | 106k | 141.49 | |
| Flutter Entmt SHS (FLUT) | 1.0 | $15M | 58k | 254.00 | |
| Servicenow (NOW) | 1.0 | $14M | 16k | 920.28 | |
| Netflix (NFLX) | 1.0 | $14M | 12k | 1198.92 | |
| Cloudflare Cl A Com (NET) | 1.0 | $14M | 66k | 214.59 | |
| Datadog Cl A Com (DDOG) | 0.9 | $13M | 93k | 142.40 | |
| Charles Schwab Corporation (SCHW) | 0.9 | $13M | 137k | 95.47 | |
| Sap Se Spon Adr (SAP) | 0.8 | $12M | 45k | 267.21 |
