Stony Point Capital LLC
32 holdingsFiling period: 2026-03-31Current AUM: $1.50Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | 352.9K | $101.5M | $125.7M | 8.40% | -1,541 | 2026-03-31 |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 286.7K | $96.9M | $115.9M | 7.74% | -1,253 | 2026-03-31 |
| 3 | NVDA | NVIDIA CORPORATION | 487.5K | $85.0M | $97.9M | 6.54% | +62.5K | 2026-03-31 |
| 4 | SHOP | SHOPIFY INC | 631.4K | $74.9M | $74.0M | 4.94% | +90.1K | 2026-03-31 |
| 5 | — | GARMIN LTD | 300.1K | $69.6M | $69.6M | 4.65% | -1,310 | 2026-03-31 |
| 6 | TSLA | TESLA INC | 186.8K | $69.4M | $58.1M | 3.88% | -816 | 2026-03-31 |
| 7 | AVGO | BROADCOM INC | 211.0K | $65.3M | $82.1M | 5.49% | -1,087 | 2026-03-31 |
| 8 | NDAQ | NASDAQ INC | 732.5K | $62.2M | $69.0M | 4.61% | -3,200 | 2026-03-31 |
| 9 | AAPL | APPLE INC | 233.3K | $59.2M | $72.1M | 4.81% | -1,017 | 2026-03-31 |
| 10 | PANW | PALO ALTO NETWORKS INC | 358.8K | $57.5M | $119.1M | 7.95% | -1,169 | 2026-03-31 |
| 11 | AMZN | AMAZON COM INC | 269.7K | $56.2M | $73.3M | 4.89% | -999 | 2026-03-31 |
| 12 | MSFT | MICROSOFT CORP | 133.8K | $49.5M | $62.2M | 4.16% | -585 | 2026-03-31 |
| 13 | META | META PLATFORMS INC | 85.5K | $48.9M | $47.6M | 3.18% | -451 | 2026-03-31 |
| 14 | DASH | DOORDASH INC | 323.6K | $48.6M | $63.5M | 4.24% | -1,415 | 2026-03-31 |
| 15 | AXON | AXON ENTERPRISE INC | 79.9K | $33.9M | $42.1M | 2.82% | -6 | 2026-03-31 |
| 16 | SNDK | SANDISK CORP | 39.7K | $25.2M | $48.2M | 3.22% | -- | 2026-03-31 |
| 17 | TJX | TJX COS INC NEW | 138.8K | $22.2M | $21.8M | 1.46% | -548 | 2026-03-31 |
| 18 | TOST | TOAST INC | 820.4K | $21.7M | $26.5M | 1.77% | -- | 2026-03-31 |
| 19 | IBKR | INTERACTIVE BROKERS GROUP IN | 307.7K | $20.6M | $27.1M | 1.81% | -1,348 | 2026-03-31 |
| 20 | HLT | HILTON WORLDWIDE HLDGS INC | 61.2K | $18.6M | $19.6M | 1.31% | -- | 2026-03-31 |
| 21 | — | FERRARI N V | 54.0K | $18.3M | $18.3M | 1.22% | -54,418 | 2026-03-31 |
| 22 | COF | CAPITAL ONE FINL CORP | 90.8K | $16.6M | $19.0M | 1.27% | -369 | 2026-03-31 |
| 23 | RDDT | REDDIT INC | 120.6K | $16.2M | $17.0M | 1.13% | -501 | 2026-03-31 |
| 24 | DLR | DIGITAL RLTY TR INC | 88.7K | $16.0M | $16.7M | 1.12% | -387 | 2026-03-31 |
| 25 | ORLY | OREILLY AUTOMOTIVE INC | 171.8K | $15.9M | $15.4M | 1.03% | -750 | 2026-03-31 |
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