Stony Point Capital
$1.2B Assets Reported
34 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| GOOGL | ALPHABET INC | 352,938 | $101M | 8.2% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 286,727 | $97M | 7.8% |
| NVDA | NVIDIA CORPORATION | 487,464 | $85M | 6.9% |
| SHOP | SHOPIFY INC | 631,389 | $75M | 6.1% |
| GRMN | GARMIN LTD | 300,071 | $70M | 5.6% |
| TSLA | TESLA INC | 186,763 | $69M | 5.6% |
| AVGO | BROADCOM INC | 211,033 | $65M | 5.3% |
| NDAQ | NASDAQ INC | 732,505 | $62M | 5.0% |
| AAPL | APPLE INC | 233,279 | $59M | 4.8% |
| PANW | PALO ALTO NETWORKS INC | 358,780 | $58M | 4.7% |
Track Stony Point Capital's 13F portfolio: $1.2B in reported holdings, 34 positions. Top holdings, AUM, and quarterly changes on SentiSense.