Stony Point Capital LLC
30 holdingsFiling period: 2026-06-30Current AUM: $1.53Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 296.3K | $141.5M | $122.6M | 8.00% | +9.5K | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 364.6K | $130.3M | $125.8M | 8.21% | +11.7K | 2026-06-30 |
| 3 | PANW | PALO ALTO NETWORKS INC | 370.8K | $126.4M | $139.1M | 9.07% | +12.0K | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 503.6K | $100.8M | $106.8M | 6.97% | +16.1K | 2026-06-30 |
| 5 | SNDK | SANDISK CORP | 41.1K | $93.5M | $62.9M | 4.11% | +1.4K | 2026-06-30 |
| 6 | AVGO | BROADCOM INC | 218.2K | $82.4M | $74.0M | 4.83% | +7.2K | 2026-06-30 |
| 7 | TSLA | TESLA INC | 193.0K | $81.2M | $68.8M | 4.49% | +6.2K | 2026-06-30 |
| 8 | SHOP | SHOPIFY INC | 651.8K | $74.4M | $84.6M | 5.52% | +20.4K | 2026-06-30 |
| 9 | — | GARMIN LTD | 309.7K | $73.6M | $73.6M | 4.80% | +9.7K | 2026-06-30 |
| 10 | AAPL | APPLE INC | 241.0K | $69.7M | $79.9M | 5.21% | +7.8K | 2026-06-30 |
| 11 | AMZN | AMAZON COM INC | 278.4K | $66.4M | $69.2M | 4.51% | +8.7K | 2026-06-30 |
| 12 | DASH | DOORDASH INC | 334.3K | $61.7M | $66.3M | 4.32% | +10.7K | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP | 138.3K | $51.6M | $68.7M | 4.48% | +4.4K | 2026-06-30 |
| 14 | META | META PLATFORMS INC | 88.5K | $49.9M | $59.3M | 3.87% | +3.0K | 2026-06-30 |
| 15 | AXON | AXON ENTERPRISE INC | 82.5K | $46.3M | $36.5M | 2.38% | +2.7K | 2026-06-30 |
| 16 | MU | MICRON TECHNOLOGY INC | 26.7K | $30.8M | $24.7M | 1.61% | -- | 2026-06-30 |
| 17 | — | ASML HLDG NV | 15.3K | $30.5M | $30.5M | 1.99% | -- | 2026-06-30 |
| 18 | IBKR | INTERACTIVE BROKERS GROUP IN | 317.9K | $27.7M | $28.2M | 1.84% | +10.2K | 2026-06-30 |
| 19 | DDOG | DATADOG INC | 98.7K | $25.7M | $22.7M | 1.48% | +3.5K | 2026-06-30 |
| 20 | TOST | TOAST INC | 848.3K | $23.6M | $27.0M | 1.76% | +28.0K | 2026-06-30 |
| 21 | RDDT | REDDIT INC | 124.6K | $21.6M | $19.9M | 1.30% | +4.0K | 2026-06-30 |
| 22 | HLT | HILTON WORLDWIDE HLDGS INC | 63.2K | $20.9M | $19.5M | 1.27% | +2.0K | 2026-06-30 |
| 23 | PLTR | PALANTIR TECHNOLOGIES INC | 177.8K | $20.7M | $30.7M | 2.00% | -- | 2026-06-30 |
| 24 | COF | CAPITAL ONE FINL CORP | 93.8K | $18.8M | $19.4M | 1.27% | +3.0K | 2026-06-30 |
| 25 | DLR | DIGITAL RLTY TR INC | 91.7K | $16.5M | $16.4M | 1.07% | +2.9K | 2026-06-30 |
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