Stony Point Capital as of June 30, 2026
Portfolio Holdings for Stony Point Capital
Stony Point Capital holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 9.2 | $142M | 296k | 477.57 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.5 | $130M | 365k | 357.37 | |
| Palo Alto Networks (PANW) | 8.2 | $126M | 371k | 341.02 | |
| NVIDIA Corporation (NVDA) | 6.5 | $101M | 504k | 200.09 | |
| Sandisk Corp (SNDK) | 6.1 | $94M | 41k | 2273.73 | |
| Broadcom (AVGO) | 5.4 | $82M | 218k | 377.75 | |
| Tesla Motors (TSLA) | 5.3 | $81M | 193k | 420.60 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 4.8 | $74M | 652k | 114.18 | |
| Garmin SHS (GRMN) | 4.8 | $74M | 310k | 237.54 | |
| Apple (AAPL) | 4.5 | $70M | 241k | 289.36 | |
| Amazon (AMZN) | 4.3 | $66M | 278k | 238.34 | |
| Doordash Cl A (DASH) | 4.0 | $62M | 334k | 184.53 | |
| Microsoft Corporation (MSFT) | 3.3 | $52M | 138k | 373.02 | |
| Meta Platforms Cl A (META) | 3.2 | $50M | 89k | 563.29 | |
| Axon Enterprise (AXON) | 3.0 | $46M | 83k | 560.61 | |
| Micron Technology (MU) | 2.0 | $31M | 27k | 1154.29 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 2.0 | $31M | 15k | 1989.44 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 1.8 | $28M | 318k | 87.04 | |
| Datadog Cl A Com (DDOG) | 1.7 | $26M | 99k | 260.36 | |
| Toast Cl A (TOST) | 1.5 | $24M | 848k | 27.82 | |
| Reddit Cl A (RDDT) | 1.4 | $22M | 125k | 173.58 | |
| Hilton Worldwide Holdings (HLT) | 1.4 | $21M | 63k | 330.46 | |
| Palantir Technologies Cl A (PLTR) | 1.3 | $21M | 178k | 116.67 | |
| Capital One Financial (COF) | 1.2 | $19M | 94k | 200.62 | |
| Digital Realty Trust (DLR) | 1.1 | $17M | 92k | 179.58 | |
| O'reilly Automotive (ORLY) | 1.1 | $16M | 178k | 92.09 | |
| Metropcs Communications (TMUS) | 0.7 | $12M | 69k | 167.73 | |
| Costco Wholesale Corporation (COST) | 0.6 | $8.7M | 9.3k | 935.47 | |
| Invesco Qqq Tr Unit Ser 1 Put Option (QQQ) | 0.6 | $8.5M | 12k | 736.40 | |
| Servicenow (NOW) | 0.5 | $8.2M | 83k | 99.28 |
