SP

Stony Point Capital LLC

13F
Stony Point Capital LLC
Last update 2025-05-15 48 Stocks (11 new)
Value $972.00 Mil Turnover 56 %
Countries:
Top Holdings: PANW(5.76%)RACE(4.37%)META(3.99%)DDOG(3.93%)SPOT(3.69%)
Summary Stock Picks Current Portfolio
Stony Point Capital LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PANW
Palo Alto Networks Inc
327,785
55,933.2
+152.15%
5.760
+3.48%
0.050
+22.19%
+10.91%
134,573.6
Software
QQQ PUT
INVESCO QQQ Trust
100,000
46,892.0
0%
4.830
0%
0.020
+23.56%
+9.08%
357,232.3
 
RACE
Ferrari NV
99,252
42,467.9
+116.62%
4.370
+2.35%
0.060
+14.53%
+16.26%
87,875.9
Vehicles & Parts
META
Meta Platforms Inc
67,206
38,734.8
+73.04%
3.990
+1.68%
0.000
+35.35%
+23.00%
1,807,826.4
Interactive Media
DDOG
Datadog Inc
385,054
38,201.2
+112.49%
3.930
+2.08%
0.110
+64.23%
+8.58%
53,581.6
Software
SPOT
Spotify Technology SA
65,229
35,877.9
+163.82%
3.690
+2.29%
0.030
+29.84%
+62.07%
148,676.1
Interactive Media
TW
Tradeweb Markets Inc
230,315
34,192.6
+159.21%
3.520
+2.16%
0.110
-6.66%
+6.34%
29,655.1
Capital Markets
TYL
Tyler Technologies Inc
53,465
31,084.0
+212.86%
3.200
+2.18%
0.120
+3.57%
+2.32%
25,444.6
Software
GRMN
Garmin Ltd
141,551
30,735.0
+171.96%
3.160
+2.00%
0.070
+16.40%
+4.97%
41,352.1
Hardware
AMZN
Amazon.com Inc
158,939
30,239.7
+137.83%
3.110
+1.80%
0.000
+25.22%
+1.83%
2,371,799.3
Retail - Cyclical

Stony Point Capital LLC's Historical Top Holdings Breakdowns

Stony Point Capital LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
PANW
Palo Alto Networks Inc
2025-03-31
Add
Add
+3.48%
●
167.82 ($184.92) 208.28
$201.82
9.14%
Add 152.15%
327,785
197,791
AXON
Axon Enterprise Inc
2025-03-31
New Buy
New Buy
+3.03%
●
496.65 ($585.29) 710.01
$795.48
35.91%
New holding
55,940
55,940
RACE
Ferrari NV
2025-03-31
Add
Add
+2.35%
●
413.73 ($449.66) 508.15
$490.20
9.02%
Add 116.62%
99,252
53,433
SPOT
Spotify Technology SA
2025-03-31
Add
Add
+2.29%
●
457.79 ($558.87) 648.32
$725.05
29.74%
Add 163.82%
65,229
40,504
TYL
Tyler Technologies Inc
2025-03-31
Add
Add
+2.18%
●
553.41 ($593.87) 646.74
$590.04
-0.64%
Add 212.86%
53,465
36,376
TW
Tradeweb Markets Inc
2025-03-31
Add
Add
+2.16%
●
123.42 ($132.91) 148.46
$138.98
4.57%
Add 159.21%
230,315
141,463
DDOG
Datadog Inc
2025-03-31
Add
Add
+2.08%
●
98.68 ($126.18) 151.89
$155.15
22.96%
Add 112.49%
385,054
203,842
GRMN
Garmin Ltd
2025-03-31
Add
Add
+2.00%
●
204.55 ($216.17) 241.93
$214.77
-0.65%
Add 171.96%
141,551
89,502
MSFT
Microsoft Corp
2025-03-31
Add
Add
+1.96%
●
375.39 ($407.71) 447.2
$498.84
22.35%
Add 175.56%
79,455
50,621
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.95%
●
106.98 ($126.74) 149.43
$159.34
25.72%
Add 239.74%
247,587
174,712

Stony Point Capital LLC Total Holding History ($B)

To

Stony Point Capital LLC's Asset Allocation

To

Stony Point Capital LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Stony Point Capital LLC's Hypothetical Growth since 2025-03-31

Stony Point Capital LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Stony Point Capital LLC's Holdings Heat Map

Size field:

Stony Point Capital LLC's Holdings Bubble Chart

Stony Point Capital LLC News

  • 1

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