The Analysis of Stony Point Capital LLC's Holdings


Currently, Stony Point Capital LLC holds 31 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in NFLX (+110.9K shares, valued at $10.4M), NOW (+64.6K shares, valued at $9.9M), N/A (+8.9K shares, valued at $2.8M); decreased their positions in NET (-63.5K shares, valued at $12.5M), COST (-7.8K shares, valued at $6.7M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC354.5K shares2.58%2025-12-312026-02-17history
TSM TAIWAN SEMICONDUCTOR MFG LTD288.0K shares2.58%2025-12-312026-02-17history
SHOP SHOPIFY INC541.3K shares2.55%2025-12-312026-02-17history
TSLA TESLA INC187.6K shares2.58%2025-12-312026-02-17history
NVDA NVIDIA CORPORATION425.0K shares2.58%2025-12-312026-02-17history
DASH DOORDASH INC325.1K shares2.57%2025-12-312026-02-17history
BROADCOM INC BROADCOM INC212.1K shares2.63%2025-12-312026-02-17history
NDAQ NASDAQ INC735.7K shares2.58%2025-12-312026-02-17history
Sponsored
PANW PALO ALTO NETWORKS INC359.9K shares2.45%2025-12-312026-02-17history
MSFT MICROSOFT CORP134.4K shares2.58%2025-12-312026-02-17history
AAPL APPLE INC234.3K shares2.58%2025-12-312026-02-17history
AMZN AMAZON COM INC270.7K shares2.53%2025-12-312026-02-17history
GRMN GARMIN LTD301.4K shares2.58%2025-12-312026-02-17history
META META PLATFORMS INC86.0K shares2.64%2025-12-312026-02-17history
AXON AXON ENTERPRISE INC79.9K shares2.14%2025-12-312026-02-17history
RACE FERRARI N V108.4K shares2.48%2025-12-312026-02-17history
Sponsored
RDDT REDDIT INC121.1K shares2.56%2025-12-312026-02-17history
COF CAPITAL ONE FINL CORP91.2K shares2.56%2025-12-312026-02-17history
TJX TJX COS INC NEW139.4K shares2.55%2025-12-312026-02-17history
IBKR INTERACTIVE BROKERS GROUP IN309.1K shares2.58%2025-12-312026-02-17history
SNOW SNOWFLAKE INC82.1K shares2.44%2025-12-312026-02-17history
BKNG BOOKING HOLDINGS INC3.0K shares2.59%2025-12-312026-02-17history
ORLY OREILLY AUTOMOTIVE INC172.6K shares2.58%2025-12-312026-02-17history
SCHW SCHWAB CHARLES CORP140.4K shares2.57%2025-12-312026-02-17history
Sponsored
DLR DIGITAL RLTY TR INC89.1K shares2.58%2025-12-312026-02-17history
TMUS T-MOBILE US INC66.7K shares2.57%2025-12-312026-02-17history
DDOG DATADOG INC95.6K shares2.45%2025-12-312026-02-17history
NOW SERVICENOW INC80.2K shares413.18%2025-12-312026-02-17history
NFLX NETFLIX INC122.9K shares924.55%2025-12-312026-02-17history
COST COSTCO WHSL CORP NEW9.0K shares-46.40%2025-12-312026-02-17history
NET CLOUDFLARE INC2.8K shares-95.71%2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
INVESCO QQQ TR Put PutINVESCO QQQ TR11.5K sharesnew addition2025-12-312026-02-17history
TradeFomo Institution Holdings Analysis: Stony Point Capital LLC | TradeFomo