Stony Point Capital LLC
30 holdingsFiling period: 2026-06-30Current AUM: $1.49Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | Taiwan Semiconductor Manufac | 296.3K | $141.5M | $120.3M | 8.08% | +9.5K | 2026-06-30 |
| 2 | GOOGL | Alphabet Inc | 364.6K | $130.3M | $102.0M | 6.86% | +11.7K | 2026-06-30 |
| 3 | PANW | Palo Alto Networks Inc | 370.8K | $126.4M | $135.7M | 9.12% | +12.0K | 2026-06-30 |
| 4 | NVDA | NVIDIA Corporation | 503.6K | $100.8M | $103.0M | 6.92% | +16.1K | 2026-06-30 |
| 5 | SNDK | Sandisk Corp | 41.1K | $93.5M | $47.3M | 3.18% | +1.4K | 2026-06-30 |
| 6 | AVGO | Broadcom Inc | 218.2K | $82.4M | $71.2M | 4.78% | +7.2K | 2026-06-30 |
| 7 | TSLA | Tesla Inc | 193.0K | $81.2M | $77.1M | 5.18% | +6.2K | 2026-06-30 |
| 8 | SHOP | Shopify Inc | 651.8K | $74.4M | $102.6M | 6.90% | +20.4K | 2026-06-30 |
| 9 | — | Garmin Ltd | 309.7K | $73.6M | $73.6M | 4.94% | +9.7K | 2026-06-30 |
| 10 | AAPL | Apple Inc | 241.0K | $69.7M | $83.1M | 5.58% | +7.8K | 2026-06-30 |
| 11 | AMZN | Amazon.com Inc | 278.4K | $66.4M | $66.9M | 4.50% | +8.7K | 2026-06-30 |
| 12 | DASH | Doordash Inc | 334.3K | $61.7M | $59.8M | 4.02% | +10.7K | 2026-06-30 |
| 13 | MSFT | Microsoft Corp | 138.3K | $51.6M | $72.2M | 4.85% | +4.4K | 2026-06-30 |
| 14 | META | Meta Platforms Inc | 88.5K | $49.9M | $54.4M | 3.66% | +3.0K | 2026-06-30 |
| 15 | AXON | Axon Enterprise Inc | 82.5K | $46.3M | $35.3M | 2.37% | +2.7K | 2026-06-30 |
| 16 | MU | Micron Technology Inc | 26.7K | $30.8M | $23.6M | 1.59% | -- | 2026-06-30 |
| 17 | — | Asml Hldg NV | 15.3K | $30.5M | $30.5M | 2.05% | -- | 2026-06-30 |
| 18 | IBKR | Interactive Brokers Group in | 317.9K | $27.7M | $24.4M | 1.64% | +10.2K | 2026-06-30 |
| 19 | DDOG | Datadog Inc | 98.7K | $25.7M | $23.2M | 1.56% | +3.5K | 2026-06-30 |
| 20 | TOST | Toast Inc | 848.3K | $23.6M | $26.9M | 1.81% | +28.0K | 2026-06-30 |
| 21 | RDDT | Reddit Inc | 124.6K | $21.6M | $11.4M | 0.77% | +4.0K | 2026-06-30 |
| 22 | HLT | Hilton Worldwide Hldgs Inc | 63.2K | $20.9M | $22.6M | 1.52% | +2.0K | 2026-06-30 |
| 23 | PLTR | Palantir Technologies Inc | 177.8K | $20.7M | $32.7M | 2.20% | -- | 2026-06-30 |
| 24 | COF | Capital One Finl Corp | 93.8K | $18.8M | $19.2M | 1.29% | +3.0K | 2026-06-30 |
| 25 | DLR | Digital Rlty TR Inc | 91.7K | $16.5M | $16.6M | 1.11% | +2.9K | 2026-06-30 |
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