Stony Point Capital
$1.5B 13F equity value
34 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Stony Point Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 296,263 | $141M | 9.2% |
| GOOGL | ALPHABET INC | 364,646 | $130M | 8.5% |
| PANW | PALO ALTO NETWORKS INC | 370,769 | $126M | 8.3% |
| NVDA | NVIDIA CORPORATION | 503,550 | $101M | 6.6% |
| SNDK | SANDISK CORP | 41,112 | $93M | 6.1% |
| AVGO | BROADCOM INC | 218,203 | $82M | 5.4% |
| TSLA | TESLA INC | 192,952 | $81M | 5.3% |
| SHOP | SHOPIFY INC | 651,765 | $74M | 4.9% |
| GRMN | GARMIN LTD | 309,740 | $74M | 4.8% |
| AAPL | APPLE INC | 241,031 | $70M | 4.6% |
Track Stony Point Capital's 13F portfolio: $1.5B in reported holdings, 34 positions. Top holdings and quarterly changes on SentiSense.
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