Stony Point Capital LLC

Stony Point Capital LLC reported 30 holdings worth US$1.54B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Stony Point Capital LLC reported 30 holdings worth US$1.54B as of Jun 30, 2026. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Palo Alto Networks, Inc. Filed Aug 13, 2026 (Form 13F).

Holdings
30
Value as reported
US$1.54B

The filing in full

CompanySharesValue as reported% of portfolio
Taiwan Semiconductor Manufacturing Co., Ltd.296KUS$141M9.2%
Alphabet Inc (google) Class C365KUS$130M8.5%
Palo Alto Networks, Inc.371KUS$126M8.2%
Nvidia Corporation504KUS$101M6.5%
Sandisk Corporation41,112US$93.5M6.1%
Broadcom Inc.218KUS$82.4M5.4%
Tesla, Inc.193KUS$81.2M5.3%
Shopify Inc.652KUS$74.4M4.8%
Apple Inc241KUS$69.7M4.5%
Amazon.com, Inc.278KUS$66.4M4.3%
Doordash, Inc.334KUS$61.7M4.0%
Microsoft Corp.138KUS$51.6M3.3%
Meta Platforms, Inc.88,516US$49.9M3.2%
Axon Enterprise, Inc.82,534US$46.3M3.0%
Micron Technology, Inc.26,667US$30.8M2.0%
Asml Holding Nv15,341US$30.5M2.0%
Interactive Brokers Group, Inc.318KUS$27.7M1.8%
Datadog, Inc.98,738US$25.7M1.7%
Toast, Inc.848KUS$23.6M1.5%
Reddit, Inc.125KUS$21.6M1.4%
Hilton Worldwide Holdings Inc.63,240US$20.9M1.4%
Palantir Technologies Inc.178KUS$20.7M1.3%
Capital One Financial Corporation93,760US$18.8M1.2%
Digital Realty Trust, Inc.91,661US$16.5M1.1%
O'reilly Automotive, Inc.178KUS$16.3M1.1%
T-mobile Us, Inc.68,642US$11.5M0.75%
Costco Wholesale Corporation9,281US$8.68M0.56%
Servicenow, Inc.82,820US$8.22M0.53%
Nasdaq, Inc.0US$00.00%
Netflix, Inc.0US$00.00%
Snowflake Inc.0US$00.00%
Tjx Companies, Inc. (the)0US$00.00%

Source

View original at SEC

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