13F HOLDINGS REPORT
Stony Point Capital LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001776023-25-000011
Total Value
$1.43B
Positions
35
Other Managers
0
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DOORDASH INC | DASH | 316,894 | $86.2M | 6.04% |
| 2 | ALPHABET INC | GOOG | 345,575 | $84.0M | 5.88% |
| 3 | TESLA INC | TSLA | 182,868 | $81.3M | 5.70% |
| 4 | SHOPIFY INC | SHOP | 527,872 | $78.4M | 5.50% |
| 5 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 280,746 | $78.4M | 5.49% |
| 6 | NVIDIA CORPORATION | NVDA | 414,317 | $77.3M | 5.42% |
| 7 | GARMIN LTD | GRMN | 293,809 | $72.3M | 5.07% |
| 8 | PALO ALTO NETWORKS INC | PANW | 351,325 | $71.5M | 5.01% |
| 9 | BROADCOM INC | AVGO | 206,688 | $68.2M | 4.78% |
| 10 | MICROSOFT CORP | MSFT | 131,047 | $67.9M | 4.75% |
| 11 | NASDAQ INC | NDAQ | 717,221 | $63.4M | 4.44% |
| 12 | META PLATFORMS INC | META | 83,749 | $61.5M | 4.31% |
| 13 | APPLE INC | AAPL | 228,410 | $58.2M | 4.07% |
| 14 | AMAZON COM INC | AMZN | 264,043 | $58.0M | 4.06% |
| 15 | AXON ENTERPRISE INC | AXON | 78,199 | $56.1M | 3.93% |
| 16 | FERRARI N V | RACE | 105,816 | $51.3M | 3.60% |
| 17 | REDDIT INC | RDDT | 118,063 | $27.2M | 1.90% |
| 18 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 301,294 | $20.7M | 1.45% |
| 19 | TJX COS INC NEW | 872540109 | 135,900 | $19.6M | 1.38% |
| 20 | CAPITAL ONE FINL CORP | 14040H105 | 88,907 | $18.9M | 1.32% |
| 21 | OREILLY AUTOMOTIVE INC | 67103H107 | 168,220 | $18.1M | 1.27% |
| 22 | SNOWFLAKE INC | SNOW | 80,182 | $18.1M | 1.27% |
| 23 | ZILLOW GROUP INC | Z | 241,489 | $18.0M | 1.26% |
| 24 | BOOKING HOLDINGS INC | BKNG | 2,891 | $15.6M | 1.09% |
| 25 | T-MOBILE US INC | TMUSZ | 65,056 | $15.6M | 1.09% |
| 26 | COSTCO WHSL CORP NEW | 22160K105 | 16,757 | $15.5M | 1.09% |
| 27 | DIGITAL RLTY TR INC | 253868103 | 86,886 | $15.0M | 1.05% |
| 28 | ARM HOLDINGS PLC | 042068205 | 106,096 | $15.0M | 1.05% |
| 29 | FLUTTER ENTMT PLC | G3643J108 | 58,135 | $14.8M | 1.03% |
| 30 | SERVICENOW INC | NOW | 15,635 | $14.4M | 1.01% |
| 31 | NETFLIX INC | NFLX | 12,000 | $14.4M | 1.01% |
| 32 | CLOUDFLARE INC | NET | 66,353 | $14.2M | 1.00% |
| 33 | DATADOG INC | DDOG | 93,270 | $13.3M | 0.93% |
| 34 | SCHWAB CHARLES CORP | SCHW-PJ | 136,929 | $13.1M | 0.92% |
| 35 | SAP SE | SAPGF | 44,586 | $11.9M | 0.83% |