Stony Point Capital LLC 13F Holdings

CIK 0001776023 · NEW YORK, NY

As of Sep 30, 2025, Stony Point Capital LLC reported 35 positions worth .4B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
DOORDASH INCDASHCommunication Services316,894$86.2M6.04%
ALPHABET INCGOOGLEquity345,575$84.0M5.88%
TESLA INCTSLAConsumer Cyclical182,868$81.3M5.70%
SHOPIFY INCSHOPTechnology527,872$78.4M5.50%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology280,746$78.4M5.49%
NVIDIA CORPNVDATechnology414,317$77.3M5.42%
GARMIN LTDGRMNTechnology293,809$72.3M5.07%
PALO ALTO NETWORKS INCPANWTechnology351,325$71.5M5.01%
BROADCOM INCAVGOTechnology206,688$68.2M4.78%
MICROSOFT CORPMSFTTechnology131,047$67.9M4.75%
NASDAQ INCNDAQFinancial Services717,221$63.4M4.44%
META PLATFORMS INCMETACommunication Services83,749$61.5M4.31%
APPLE INCAAPLTechnology228,410$58.2M4.07%
AMAZON.COM INCAMZNEquity264,043$58.0M4.06%
AXON ENTERPRISE INCAXONIndustrials78,199$56.1M3.93%
FERRARI NVRACEConsumer Cyclical105,816$51.3M3.60%
REDDIT INCRDDTCommunication Services118,063$27.2M1.90%
INTERACTIVE BROKERS GROUP INCIBKRFinancial Services301,294$20.7M1.45%
TJX COMPANIES INCTJXConsumer Cyclical135,900 9.6M1.38%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services88,907 8.9M1.32%
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical168,220 8.1M1.27%
SNOWFLAKE INCSNOWTechnology80,182 8.1M1.27%
ZILLOW GROUP INCZGCommunication Services241,489 8.0M1.26%
BOOKING HOLDINGS INCBKNGIndustrials2,891 5.6M1.09%
T-MOBILE US INCTMUSCommunication Services65,056 5.6M1.09%