Stony Point Capital LLC
Net buyer this quarter
$1.54B
29
+$420K
63.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 TSM | $141M | 9.19% | 0.00% | +3.3% | Q1 2025 |
 GOOGL | $130M | 8.46% | 0.00% | +3.3% | Q2 2024 |
 PANW | $126M | 8.21% | 0.05% | +3.3% | Q3 2021 |
 NVDA | $101M | 6.54% | 0.00% | +3.3% | Q2 2024 |
 SNDK | $93.5M | 6.07% | 0.03% | +3.6% | Q1 2026 |
 AVGO | $82.4M | 5.35% | 0.00% | +3.4% | Q2 2024 |
 TSLA | $81.2M | 5.27% | 0.00% | +3.3% | Q2 2024 |
 SHOP | $74.4M | 4.83% | 0.17% | +3.2% | Q4 2019 |
 GRMN | $73.6M | 4.78% | 0.16% | +3.2% | Q2 2024 |
 AAPL | $69.7M | 4.53% | 0.00% | +3.3% | Q2 2024 |
 AMZN | $66.4M | 4.31% | 0.00% | +3.2% | Q1 2022 |
 DASH | $61.7M | 4.01% | Not reported | +3.3% | Q1 2025 |
 MSFT | $51.6M | 3.35% | 0.00% | +3.3% | Q4 2021 |
 META | $49.9M | 3.24% | Not reported | +3.5% | Q1 2020 |
 AXON | $46.3M | 3.01% | 0.10% | +3.3% | Q1 2025 |
 MU | $30.8M | 2.00% | 0.00% | Not reported | Q2 2024 |
 ASML | $30.5M | 1.98% | 0.00% | New | Q2 2026 |
 IBKR | $27.7M | 1.80% | 0.12% | +3.3% | Q3 2022 |
 DDOG | $25.7M | 1.67% | 0.13% | +3.7% | Q2 2020 |
 TOST | $23.6M | 1.53% | 0.39% | +3.4% | Q1 2026 |
 RDDT | $21.6M | 1.40% | Not reported | +3.3% | Q3 2025 |
 HLT | $20.9M | 1.36% | 0.03% | +3.3% | Q3 2022 |
 PLTR | $20.7M | 1.35% | 0.01% | New | Q2 2026 |
 COF | $18.8M | 1.22% | 0.02% | +3.3% | Q2 2025 |
 DLR | $16.5M | 1.07% | 0.02% | +3.3% | Q2 2024 |
 ORLY | $16.3M | 1.06% | 0.02% | +3.3% | Q1 2022 |
 TMUS | $11.5M | 0.75% | 0.01% | +3.3% | Q1 2021 |
 COST | $8.68M | 0.56% | 0.00% | +3.3% | Q2 2024 |
 NOW | $8.22M | 0.53% | 0.01% | +3.8% | Q2 2022 |
| Q1 2026 | |||||
| GOOGL | $101M | 8.16% | 0.00% | -0.4% | Q2 2024 |
| TSM | $96.9M | 7.79% | 0.00% | -0.4% | Q1 2025 |
| NVDA | $85M | 6.84% | 0.00% | +14.7% | Q2 2024 |
| SHOP | $74.9M | 6.02% | 0.16% | +16.6% | Q4 2019 |
| GRMN | $69.6M | 5.60% | 0.16% | -0.4% | Q2 2024 |
| TSLA | $69.4M | 5.58% | 0.01% | -0.4% | Q2 2024 |
| AVGO | $65.3M | 5.25% | 0.00% | -0.5% | Q2 2024 |
 NDAQ | $62.2M | 5.00% | 0.13% | -0.4% | Q2 2025 |
| AAPL | $59.2M | 4.76% | 0.00% | -0.4% | Q2 2024 |
| PANW | $57.5M | 4.63% | 0.04% | -0.3% | Q3 2021 |
| AMZN | $56.2M | 4.52% | 0.00% | -0.4% | Q1 2022 |
| MSFT | $49.5M | 3.98% | 0.00% | -0.4% | Q4 2021 |
| META | $48.9M | 3.93% | Not reported | -0.5% | Q1 2020 |
| DASH | $48.6M | 3.91% | Not reported | -0.4% | Q1 2025 |
| AXON | $33.9M | 2.73% | 0.10% | 0.0% | Q1 2025 |
| SNDK | $25.2M | 2.03% | 0.03% | New | Q1 2026 |
 TJX | $22.2M | 1.78% | 0.01% | -0.4% | Q3 2023 |
| TOST | $21.7M | 1.75% | 0.37% | New | Q1 2026 |
| IBKR | $20.6M | 1.66% | 0.12% | -0.4% | Q3 2022 |
| HLT | $18.6M | 1.50% | 0.03% | Not reported | Q3 2022 |
 RACE | $18.3M | 1.47% | 0.03% | -50.2% | Q4 2021 |
| COF | $16.6M | 1.33% | 0.01% | -0.4% | Q2 2025 |
| RDDT | $16.2M | 1.31% | Not reported | -0.4% | Q3 2025 |
| DLR | $16M | 1.29% | 0.03% | -0.4% | Q2 2024 |
| ORLY | $15.9M | 1.28% | 0.02% | -0.4% | Q1 2022 |
| TMUS | $14M | 1.12% | 0.01% | -0.4% | Q1 2021 |
 SNOW | $12.4M | 0.99% | 0.02% | -0.3% | Q3 2020 |
 NFLX | $11.8M | 0.95% | 0.00% | -0.3% | Q1 2020 |
| DDOG | $11.2M | 0.90% | 0.12% | -0.3% | Q2 2020 |
| COST | $8.96M | 0.72% | 0.00% | +0.1% | Q2 2024 |
| NOW | $8.35M | 0.67% | 0.01% | -0.5% | Q2 2022 |
| Q4 2025 | |||||
| GOOGL | $111M | 8.14% | 0.00% | +2.6% | Q2 2024 |
| TSM | $87.5M | 6.42% | 0.00% | +2.6% | Q1 2025 |
| SHOP | $87.1M | 6.39% | 0.14% | +2.6% | Q4 2019 |
| TSLA | $84.4M | 6.19% | 0.01% | +2.6% | Q2 2024 |
| NVDA | $79.3M | 5.82% | 0.00% | +2.6% | Q2 2024 |
| DASH | $73.6M | 5.40% | Not reported | +2.6% | Q1 2025 |
| AVGO | $73.4M | 5.39% | 0.00% | +2.6% | Q2 2024 |
| NDAQ | $71.5M | 5.24% | 0.13% | +2.6% | Q2 2025 |
| PANW | $66.3M | 4.86% | 0.05% | +2.5% | Q3 2021 |
| MSFT | $65M | 4.77% | 0.00% | +2.6% | Q4 2021 |
| AAPL | $63.7M | 4.67% | 0.00% | +2.6% | Q2 2024 |
| AMZN | $62.5M | 4.58% | 0.00% | +2.5% | Q1 2022 |
| GRMN | $61.1M | 4.49% | 0.16% | +2.6% | Q2 2024 |
| META | $56.7M | 4.16% | Not reported | +2.6% | Q1 2020 |
| AXON | $45.4M | 3.33% | 0.10% | +2.1% | Q1 2025 |
| RACE | $40.1M | 2.94% | 0.06% | +2.5% | Q4 2021 |
| RDDT | $27.8M | 2.04% | Not reported | +2.6% | Q3 2025 |
| COF | $22.1M | 1.62% | 0.01% | +2.6% | Q2 2025 |
| TJX | $21.4M | 1.57% | 0.01% | +2.6% | Q3 2023 |
| IBKR | $19.9M | 1.46% | 0.12% | +2.6% | Q3 2022 |
| SNOW | $18M | 1.32% | 0.02% | +2.4% | Q3 2020 |
 BKNG | $15.9M | 1.17% | 0.01% | +2.6% | Q1 2022 |
| ORLY | $15.7M | 1.15% | 0.02% | +2.6% | Q1 2022 |
 SCHW | $14M | 1.03% | 0.01% | +2.6% | Q3 2022 |
| DLR | $13.8M | 1.01% | 0.03% | +2.6% | Q2 2024 |
| TMUS | $13.5M | 0.99% | 0.01% | +2.6% | Q1 2021 |
| DDOG | $13M | 0.95% | 0.12% | +2.5% | Q2 2020 |
| NOW | $12.3M | 0.90% | 0.01% | +2.6% | Q2 2022 |
| NFLX | $11.5M | 0.85% | 0.00% | +2.5% | Q1 2020 |
| COST | $7.75M | 0.57% | 0.00% | -46.4% | Q2 2024 |
 NET | $561K | 0.04% | Not reported | -95.7% | Q1 2021 |
| Q3 2025 | |||||
| DASH | $86.2M | 6.04% | Not reported | +5.0% | Q1 2025 |
| GOOGL | $84M | 5.88% | 0.00% | +5.0% | Q2 2024 |
| TSLA | $81.3M | 5.70% | 0.01% | +5.0% | Q2 2024 |
| SHOP | $78.4M | 5.50% | 0.13% | +5.2% | Q4 2019 |
| TSM | $78.4M | 5.49% | 0.00% | +5.0% | Q1 2025 |
| NVDA | $77.3M | 5.42% | 0.00% | +5.0% | Q2 2024 |
| GRMN | $72.3M | 5.07% | 0.15% | +5.0% | Q2 2024 |
| PANW | $71.5M | 5.01% | 0.05% | +4.9% | Q3 2021 |
| AVGO | $68.2M | 4.78% | 0.00% | +4.6% | Q2 2024 |
| MSFT | $67.9M | 4.75% | 0.00% | +5.0% | Q4 2021 |
| NDAQ | $63.4M | 4.44% | 0.13% | +5.0% | Q2 2025 |
| META | $61.5M | 4.31% | Not reported | +4.5% | Q1 2020 |
| AAPL | $58.2M | 4.07% | 0.00% | +5.0% | Q2 2024 |
| AMZN | $58M | 4.06% | 0.00% | +5.4% | Q1 2022 |
| AXON | $56.1M | 3.93% | 0.10% | +5.0% | Q1 2025 |
| RACE | $51.3M | 3.60% | 0.06% | +4.6% | Q4 2021 |
| RDDT | $27.2M | 1.90% | Not reported | New | Q3 2025 |
| IBKR | $20.7M | 1.45% | 0.12% | +5.0% | Q3 2022 |
| TJX | $19.6M | 1.38% | 0.01% | +5.2% | Q3 2023 |
| COF | $18.9M | 1.32% | 0.01% | +5.2% | Q2 2025 |
| ORLY | $18.1M | 1.27% | 0.02% | +5.0% | Q1 2022 |
| SNOW | $18.1M | 1.27% | 0.02% | Not reported | Q3 2020 |
 ZG | $18M | 1.26% | Not reported | New | Q3 2025 |
| BKNG | $15.6M | 1.09% | 0.01% | +4.8% | Q1 2022 |
| TMUS | $15.6M | 1.09% | 0.01% | +5.0% | Q1 2021 |
| COST | $15.5M | 1.09% | 0.00% | +5.2% | Q2 2024 |
| DLR | $15M | 1.05% | 0.03% | +5.0% | Q2 2024 |
 ARM | $15M | 1.05% | 0.01% | +5.0% | Q3 2024 |
 FLUT | $14.8M | 1.03% | 0.03% | New | Q3 2025 |
| NOW | $14.4M | 1.01% | 0.01% | +4.5% | Q2 2022 |
| NFLX | $14.4M | 1.01% | 0.00% | +4.9% | Q1 2020 |
| NET | $14.2M | 1.00% | Not reported | Not reported | Q1 2021 |
| DDOG | $13.3M | 0.93% | 0.12% | +5.0% | Q2 2020 |
| SCHW | $13.1M | 0.92% | 0.01% | Not reported | Q3 2022 |
 SAP | $11.9M | 0.83% | 0.00% | +4.7% | Q1 2025 |