SP

Stony Point Capital LLC

13F
Stony Point Capital LLC
Last update 2025-02-16 37 Stocks (0 new)
Value $486.00 Mil Turnover 1 %
Countries:
Top Holdings: DDOG(5.32%)PANW(4.86%)META(4.68%)TTD(4.36%)RACE(4.00%)
Summary Stock Picks Current Portfolio
Stony Point Capital LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
QQQ PUT 		INVESCO QQQ Trust
100,000
51,123.0
0%
10.510
0%
0.020
-8.96%
-5.69%
301,507.1
 
DDOG 		Datadog Inc
181,212
25,893.4
-2.56%
5.320
-0.13%
0.050
-26.78%
-25.78%
36,626.1
Software
PANW 		Palo Alto Networks Inc
129,994
23,653.7
-6.82%
4.860
-0.39%
0.020
+0.70%
+3.70%
124,931.6
Software
META 		Meta Platforms Inc
38,839
22,740.6
0%
4.680
0%
0.000
-17.44%
+0.40%
1,476,689.5
Interactive Media
TTD 		The Trade Desk Inc
180,306
21,191.4
+35.47%
4.360
+1.14%
0.040
-51.48%
-52.67%
27,346.0
Software
RACE 		Ferrari NV
45,819
19,465.7
0%
4.000
0%
0.030
+3.47%
+12.42%
84,060.3
Vehicles & Parts
DLR 		Digital Realty Trust Inc
97,623
17,311.5
0%
3.560
0%
0.030
-0.04%
-5.24%
56,119.6
REITs
FICO 		Fair Isaac Corp
8,408
16,739.7
-0.95%
3.440
-0.04%
0.030
+9.20%
+3.51%
50,164.8
Software
AMZN 		Amazon.com Inc
66,830
14,661.8
0%
3.010
0%
0.000
-22.53%
-15.67%
1,964,131.4
Retail - Cyclical
BKNG 		Booking Holdings Inc
2,848
14,150.1
0%
2.910
0%
0.010
+8.23%
+4.12%
167,985.3
Travel & Leisure

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
VRRM 		Verra Mobility Corp2024-12-31Sold Out
-1.61%
●
22.68 ($24.73) 27.76
$22.25
-10.03%
Sold Out
0
-242,630
QCOM 		Qualcomm Inc2024-12-31Sold Out
-1.47%
●
150.4 ($163.68) 178.04
$139.90
-14.53%
Sold Out
0
-36,251
INTU 		Intuit Inc2024-12-31Sold Out
-1.15%
●
602.01 ($639.51) 706.25
$626.55
-2.03%
Sold Out
0
-7,731
TTD 		The Trade Desk Inc2024-12-31Add
+1.14%
●
108.71 ($123.96) 139.51
$55.63
-55.12%
Add 35.47%
180,306
47,206
PANW 		Palo Alto Networks Inc2024-12-31Reduce
-0.39%
●
166.07 ($189.3) 202.95
$188.69
-0.32%
Reduce -6.82%
129,994
-9,516
MSFT 		Microsoft Corp2024-12-31Reduce
-0.22%
●
406.35 ($426.03) 454.46
$433.31
1.71%
Reduce -6.95%
28,834
-2,154
DDOG 		Datadog Inc2024-12-31Reduce
-0.13%
●
116.22 ($137.72) 168.65
$106.06
-22.99%
Reduce -2.56%
181,212
-4,763
FICO 		Fair Isaac Corp2024-12-31Reduce
-0.04%
●
1913.38 ($2139.44) 2382.4
$2,060.86
-3.67%
Reduce -0.95%
8,408
-81
ARM 		ARM Holdings PLC2024-09-30New Buy
+2.68%
●
107.09 ($142.09) 186.46
$122.44
-13.83%
New holding
78,533
78,533
TW 		Tradeweb Markets Inc2024-09-30New Buy
+2.62%
●
104.25 ($113.31) 123.67
$143.34
26.50%
New holding
88,852
88,852

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 2024-12-31

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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