13F HOLDINGS REPORT
Stony Point Capital LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001420506-25-002105
Total Value
$1.32B
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DOORDASH INC | DASH | 301,829 | $74.4M | 5.63% |
| 2 | PALO ALTO NETWORKS INC | PANW | 335,007 | $68.6M | 5.19% |
| 3 | NVIDIA CORPORATION | NVDA | 394,618 | $62.3M | 4.72% |
| 4 | MICROSOFT CORP | MSFT | 124,820 | $62.1M | 4.70% |
| 5 | AXON ENTERPRISE INC | AXON | 74,474 | $61.7M | 4.67% |
| 6 | NASDAQ INC | NDAQ | 683,134 | $61.1M | 4.63% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 267,402 | $60.6M | 4.59% |
| 8 | META PLATFORMS INC | META | 80,146 | $59.2M | 4.48% |
| 9 | GARMIN LTD | GRMN | 279,845 | $58.4M | 4.42% |
| 10 | ALPHABET INC | GOOG | 329,147 | $58.0M | 4.39% |
| 11 | SHOPIFY INC | SHOP | 501,641 | $57.9M | 4.38% |
| 12 | TESLA INC | TSLA | 174,178 | $55.3M | 4.19% |
| 13 | AMAZON COM INC | AMZN | 250,613 | $55.0M | 4.16% |
| 14 | INVESCO QQQ TR | IVZ | 99,000 | $54.6M | 4.14% |
| 15 | BROADCOM INC | AVGO | 197,679 | $54.5M | 4.13% |
| 16 | FERRARI N V | RACE | 101,211 | $49.7M | 3.76% |
| 17 | APPLE INC | AAPL | 217,546 | $44.6M | 3.38% |
| 18 | TYLER TECHNOLOGIES INC | TYL | 73,761 | $43.7M | 3.31% |
| 19 | CAPITAL ONE FINL CORP | 14040H105 | 84,544 | $18.0M | 1.36% |
| 20 | ARM HOLDINGS PLC | 042068205 | 101,054 | $16.3M | 1.24% |
| 21 | BOOKING HOLDINGS INC | BKNG | 2,758 | $16.0M | 1.21% |
| 22 | TJX COS INC NEW | 872540109 | 129,145 | $15.9M | 1.21% |
| 23 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 286,991 | $15.9M | 1.20% |
| 24 | COSTCO WHSL CORP NEW | 22160K105 | 15,922 | $15.8M | 1.19% |
| 25 | SPOTIFY TECHNOLOGY S A | SPOT | 20,451 | $15.7M | 1.19% |
| 26 | SERVICENOW INC | NOW | 14,958 | $15.4M | 1.16% |
| 27 | NETFLIX INC | NFLX | 11,439 | $15.3M | 1.16% |
| 28 | ZSCALER INC | ZS | 47,635 | $15.0M | 1.13% |
| 29 | T-MOBILE US INC | TMUSZ | 61,961 | $14.8M | 1.12% |
| 30 | OREILLY AUTOMOTIVE INC | 67103H107 | 160,227 | $14.4M | 1.09% |
| 31 | DIGITAL RLTY TR INC | 253868103 | 82,756 | $14.4M | 1.09% |
| 32 | WINGSTOP INC | WING | 42,534 | $14.3M | 1.08% |
| 33 | CYBERARK SOFTWARE LTD | M2682V108 | 32,896 | $13.4M | 1.01% |
| 34 | SAP SE | SAPGF | 42,600 | $13.0M | 0.98% |
| 35 | DUOLINGO INC | DUOL | 31,211 | $12.8M | 0.97% |
| 36 | DATADOG INC | DDOG | 88,837 | $11.9M | 0.90% |
| 37 | FAIR ISAAC CORP | FICO | 5,944 | $10.9M | 0.82% |