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
+18.36%
+9.49%
132,839.9
Software
QQQ PUT
INVESCO QQQ Trust
100,000
46,892.0
0%
4.830
0%
0.020
+24.03%
+10.28%
359,485.3
 
RACE
Ferrari NV
99,252
42,467.9
+116.62%
4.370
+2.35%
0.060
+17.18%
+22.75%
89,190.5
Vehicles & Parts
META
Meta Platforms Inc
67,206
38,734.8
+73.04%
3.990
+1.68%
0.000
+37.26%
+22.08%
1,794,173.6
Interactive Media
DDOG
Datadog Inc
385,054
38,201.2
+112.49%
3.930
+2.08%
0.110
+52.25%
+0.78%
49,730.9
Software
SPOT
Spotify Technology SA
65,229
35,877.9
+163.82%
3.690
+2.29%
0.030
+13.79%
+50.76%
138,302.3
Interactive Media
TW
Tradeweb Markets Inc
230,315
34,192.6
+159.21%
3.520
+2.16%
0.110
+2.32%
+4.55%
29,156.8
Capital Markets
TYL
Tyler Technologies Inc
53,465
31,084.0
+212.86%
3.200
+2.18%
0.120
-1.52%
-2.78%
24,175.9
Software
GRMN
Garmin Ltd
141,551
30,735.0
+171.96%
3.160
+2.00%
0.070
+20.23%
+13.39%
44,669.6
Hardware
AMZN
Amazon.com Inc
158,939
30,239.7
+137.83%
3.110
+1.80%
0.000
+26.41%
+4.06%
2,423,607.1
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
$199.22
7.73%
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
$705.22
20.49%
New holding
55,940
55,940
RACE
Ferrari NV
2025-03-31
Add
Add
+2.35%
●
413.73 ($449.66) 508.15
$517.56
15.10%
Add 116.62%
99,252
53,433
SPOT
Spotify Technology SA
2025-03-31
Add
Add
+2.29%
●
457.79 ($558.87) 648.32
$674.46
20.68%
Add 163.82%
65,229
40,504
TYL
Tyler Technologies Inc
2025-03-31
Add
Add
+2.18%
●
553.41 ($593.87) 646.74
$560.62
-5.60%
Add 212.86%
53,465
36,376
TW
Tradeweb Markets Inc
2025-03-31
Add
Add
+2.16%
●
123.42 ($132.91) 148.46
$136.65
2.81%
Add 159.21%
230,315
141,463
DDOG
Datadog Inc
2025-03-31
Add
Add
+2.08%
●
98.68 ($126.18) 151.89
$144.00
14.12%
Add 112.49%
385,054
203,842
GRMN
Garmin Ltd
2025-03-31
Add
Add
+2.00%
●
204.55 ($216.17) 241.93
$232.00
7.32%
Add 171.96%
141,551
89,502
MSFT
Microsoft Corp
2025-03-31
Add
Add
+1.96%
●
375.39 ($407.71) 447.2
$505.87
24.08%
Add 175.56%
79,455
50,621
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+1.95%
●
106.98 ($126.74) 149.43
$170.78
34.75%
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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