The Analysis of Stony Point Capital LLC's Holdings
Currently, Stony Point Capital LLC holds 35 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in RDDT (+118.1K shares, valued at $27.2M), SNOW (+80.2K shares, valued at $18.1M), ZG (+241.5K shares, valued at $18.0M); initiated new positions in RDDT (+118.1K shares, valued at $27.2M), SNOW (+80.2K shares, valued at $18.1M), ZG (+241.5K shares, valued at $18.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DASH DOORDASH INC316.9K shares4.99%2025-09-302025-11-14
GOOGL ALPHABET INC345.6K shares4.99%2025-09-302025-11-14 TSLA TESLA INC182.9K shares4.99%2025-09-302025-11-14 SHOP SHOPIFY INC527.9K shares5.23%2025-09-302025-11-14 TSM TAIWAN SEMICONDUCTOR MFG LTD280.7K shares4.99%2025-09-302025-11-14 NVDA NVIDIA CORPORATION414.3K shares4.99%2025-09-302025-11-14 GRMN GARMIN LTD293.8K shares4.99%2025-09-302025-11-14 PANW PALO ALTO NETWORKS INC351.3K shares4.87%2025-09-302025-11-14 AVGO BROADCOM INC206.7K shares4.56%2025-09-302025-11-14 MSFT MICROSOFT CORP131.0K shares4.99%2025-09-302025-11-14 NDAQ NASDAQ INC717.2K shares4.99%2025-09-302025-11-14 META META PLATFORMS INC83.7K shares4.50%2025-09-302025-11-14 AAPL APPLE INC228.4K shares4.99%2025-09-302025-11-14 AMZN AMAZON COM INC264.0K shares5.36%2025-09-302025-11-14 AXON AXON ENTERPRISE INC78.2K shares5.00%2025-09-302025-11-14 RACE FERRARI N V105.8K shares4.55%2025-09-302025-11-14 RDDT REDDIT INC118.1K sharesnew addition2025-09-302025-11-14 IBKR INTERACTIVE BROKERS GROUP IN301.3K shares4.98%2025-09-302025-11-14 TJX TJX COS INC NEW135.9K shares5.23%2025-09-302025-11-14 COF CAPITAL ONE FINL CORP88.9K shares5.16%2025-09-302025-11-14 ORLY OREILLY AUTOMOTIVE INC168.2K shares4.99%2025-09-302025-11-14 SNOW SNOWFLAKE INC80.2K sharesnew addition2025-09-302025-11-14 ZG ZILLOW GROUP INC241.5K sharesnew addition2025-09-302025-11-14 BKNG BOOKING HOLDINGS INC2.9K shares4.82%2025-09-302025-11-14 TMUS T-MOBILE US INC65.1K shares5.00%2025-09-302025-11-14 COST COSTCO WHSL CORP NEW16.8K shares5.24%2025-09-302025-11-14 DLR DIGITAL RLTY TR INC86.9K shares4.99%2025-09-302025-11-14 ARM ARM HOLDINGS PLC106.1K shares4.99%2025-09-302025-11-14 FLUT FLUTTER ENTMT PLC58.1K sharesnew addition2025-09-302025-11-14 NOW SERVICENOW INC15.6K shares4.53%2025-09-302025-11-14 NFLX NETFLIX INC12.0K shares4.90%2025-09-302025-11-14 NET CLOUDFLARE INC66.4K sharesnew addition2025-09-302025-11-14 DDOG DATADOG INC93.3K shares4.99%2025-09-302025-11-14 SCHW SCHWAB CHARLES CORP136.9K sharesnew addition2025-09-302025-11-14 SAP SAP SE44.6K shares4.66%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available