13F HOLDINGS REPORT
Stony Point Capital LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001776023-26-000003
Total Value
$1.36B
Positions
32
Other Managers
0
Confidential Omitted
No
Holdings (32)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALPHABET INC | GOOG | 354,479 | $111.0M | 8.14% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 287,980 | $87.5M | 6.42% |
| 3 | SHOPIFY INC | SHOP | 541,316 | $87.1M | 6.39% |
| 4 | TESLA INC | TSLA | 187,579 | $84.4M | 6.19% |
| 5 | NVIDIA CORPORATION | NVDA | 424,989 | $79.3M | 5.82% |
| 6 | DOORDASH INC | DASH | 325,053 | $73.6M | 5.40% |
| 7 | BROADCOM INC | AVGO | 212,120 | $73.4M | 5.39% |
| 8 | NASDAQ INC | NDAQ | 735,705 | $71.5M | 5.24% |
| 9 | PALO ALTO NETWORKS INC | PANW | 359,949 | $66.3M | 4.86% |
| 10 | MICROSOFT CORP | MSFT | 134,424 | $65.0M | 4.77% |
| 11 | APPLE INC | AAPL | 234,296 | $63.7M | 4.67% |
| 12 | AMAZON COM INC | AMZN | 270,730 | $62.5M | 4.58% |
| 13 | GARMIN LTD | GRMN | 301,381 | $61.1M | 4.49% |
| 14 | META PLATFORMS INC | META | 85,958 | $56.7M | 4.16% |
| 15 | AXON ENTERPRISE INC | AXON | 79,871 | $45.4M | 3.33% |
| 16 | FERRARI N V | RACE | 108,439 | $40.1M | 2.94% |
| 17 | REDDIT INC | RDDT | 121,087 | $27.8M | 2.04% |
| 18 | CAPITAL ONE FINL CORP | 14040H105 | 91,179 | $22.1M | 1.62% |
| 19 | TJX COS INC NEW | 872540109 | 139,364 | $21.4M | 1.57% |
| 20 | INTERACTIVE BROKERS GROUP IN | 45841N107 | 309,058 | $19.9M | 1.46% |
| 21 | SNOWFLAKE INC | SNOW | 82,137 | $18.0M | 1.32% |
| 22 | BOOKING HOLDINGS INC | BKNG | 2,966 | $15.9M | 1.17% |
| 23 | OREILLY AUTOMOTIVE INC | 67103H107 | 172,557 | $15.7M | 1.15% |
| 24 | SCHWAB CHARLES CORP | SCHW-PJ | 140,449 | $14.0M | 1.03% |
| 25 | DIGITAL RLTY TR INC | 253868103 | 89,124 | $13.8M | 1.01% |
| 26 | T-MOBILE US INC | TMUSZ | 66,731 | $13.5M | 0.99% |
| 27 | DATADOG INC | DDOG | 95,551 | $13.0M | 0.95% |
| 28 | SERVICENOW INC | NOW | 80,235 | $12.3M | 0.90% |
| 29 | NETFLIX INC | NFLX | 122,946 | $11.5M | 0.85% |
| 30 | COSTCO WHSL CORP NEW | 22160K105 | 8,982 | $7.7M | 0.57% |
| 31 | INVESCO QQQ TR | IVZ | 11,500 | $7.1M | 0.52% |
| 32 | CLOUDFLARE INC | NET | 2,847 | $561,286 | 0.04% |