Universe · entity
Stony Point Capital LLC
Institutional manager (13F) · CIK 1776023
13F holdings · as of 2026-03-31 · top 31 · reported portfolio $1.2B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $101M | 352,938 |
| 2 | TAIWAN SEMICONDUCTOR MANUFAC | $97M | 286,727 |
| 3 | NVIDIA CORPORATION | $85M | 487,464 |
| 4 | SHOPIFY INC | $75M | 631,389 |
| 5 | GARMIN LTD | $70M | 300,071 |
| 6 | TESLA INC | $69M | 186,763 |
| 7 | BROADCOM INC | $65M | 211,033 |
| 8 | NASDAQ INC | $62M | 732,505 |
| 9 | APPLE INC | $59M | 233,279 |
| 10 | PALO ALTO NETWORKS INC | $58M | 358,780 |
| 11 | AMAZON COM INC | $56M | 269,731 |
| 12 | MICROSOFT CORP | $50M | 133,839 |
| 13 | META PLATFORMS INC | $49M | 85,507 |
| 14 | DOORDASH INC | $49M | 323,638 |
| 15 | AXON ENTERPRISE INC | $34M | 79,865 |
| 16 | SANDISK CORP | $25M | 39,695 |
| 17 | TJX COS INC NEW | $22M | 138,816 |
| 18 | TOAST INC | $22M | 820,382 |
| 19 | INTERACTIVE BROKERS GROUP IN | $21M | 307,710 |
| 20 | HILTON WORLDWIDE HLDGS INC | $19M | 61,217 |
| 21 | FERRARI N V | $18M | 54,021 |
| 22 | CAPITAL ONE FINL CORP | $17M | 90,810 |
| 23 | REDDIT INC | $16M | 120,586 |
| 24 | DIGITAL RLTY TR INC | $16M | 88,737 |
| 25 | OREILLY AUTOMOTIVE INC | $16M | 171,807 |
| 26 | T-MOBILE US INC | $14M | 66,441 |
| 27 | SNOWFLAKE INC | $12M | 81,895 |
| 28 | NETFLIX INC. | $12M | 122,547 |
| 29 | DATADOG INC | $11M | 95,255 |
| 30 | COSTCO WHOLESALE CORPORATION | $9M | 8,988 |
| 31 | SERVICENOW INC | $8M | 79,820 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.