Holdings
Stony Point Capital LLC
As of Jun 30, 2026, Stony Point Capital LLC reported 28 positions worth US$1.46B. Largest: Taiwan Semiconductor Manufacturing Co., Ltd., Alphabet Inc (google) Class C and Palo Alto Networks, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co., Ltd. | 296K | US$141M | +9,536 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 365K | US$130M | +11,708 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 371K | US$126M | +11,989 | Jun 30, 2026 |
| Nvidia Corporation | 504K | US$101M | +16,086 | Jun 30, 2026 |
| Sandisk Corporation | 41,112 | US$93.5M | +1,417 | Jun 30, 2026 |
| Broadcom Inc. | 218K | US$82.4M | +7,170 | Jun 30, 2026 |
| Tesla, Inc. | 193K | US$81.2M | +6,189 | Jun 30, 2026 |
| Shopify Inc. | 652K | US$74.4M | +20,376 | Jun 30, 2026 |
| Apple Inc | 241K | US$69.7M | +7,752 | Jun 30, 2026 |
| Amazon.com, Inc. | 278K | US$66.4M | +8,696 | Jun 30, 2026 |