EdgeMarket › What Stony Point Capital Llc reported owning
What Stony Point Capital Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.2BPositions
32Quarter
2026-03-31Shown below
31largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GOOGL Alphabet Inc. | 101.5M | 8.2% | 352.9K | 344.82 | +73.0% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 96.9M | 7.8% | 286.7K | 418.95 | +83.3% |
| NVDA NVIDIA CORP | 85.0M | 6.8% | 487.5K | 214.72 | +22.4% |
| SHOP SHOPIFY INC. | 74.9M | 6.0% | 631.4K | 149.25 | +8.7% |
| GRMN GARMIN LTD | 69.6M | 5.6% | 300.1K | 294.85 | +28.1% |
| TSLA Tesla, Inc. | 69.4M | 5.6% | 186.8K | 362.86 | +12.0% |
| AVGO Broadcom Inc. | 65.3M | 5.3% | 211.0K | 368.45 | +26.5% |
| NDAQ NASDAQ, INC. | 62.2M | 5.0% | 732.5K | 98.22 | +3.9% |
| AAPL Apple Inc. | 59.2M | 4.8% | 233.3K | 309.35 | +36.9% |
| PANW Palo Alto Networks Inc | 57.5M | 4.6% | 358.8K | 357.87 | +94.0% |
| AMZN AMAZON COM INC | 56.2M | 4.5% | 269.7K | 258.63 | +15.6% |
| MSFT MICROSOFT CORP | 49.5M | 4.0% | 133.8K | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 48.9M | 3.9% | 85.5K | 549.90 | -26.5% |
| DASH DoorDash, Inc. | 48.6M | 3.9% | 323.6K | 223.49 | -8.3% |
| AXON AXON ENTERPRISE, INC. | 33.9M | 2.7% | 79.9K | 627.75 | -17.5% |
| SNDK Sandisk Corp | 25.2M | 2.0% | 39.7K | 1,596.08 | +3494.8% |
| TJX TJX COMPANIES INC /DE/ | 22.2M | 1.8% | 138.8K | 140.53 | +1.6% |
| TOST Toast, Inc. | 21.7M | 1.7% | 820.4K | 36.64 | -13.6% |
| IBKR Interactive Brokers Group, Inc. | 20.6M | 1.7% | 307.7K | 93.87 | +50.3% |
| HLT Hilton Worldwide Holdings Inc. | 18.6M | 1.5% | 61.2K | 326.63 | +21.0% |
| RACE Ferrari N.V. | 18.3M | 1.5% | 54.0K | 436.54 | -6.8% |
| COF CAPITAL ONE FINANCIAL CORP | 16.6M | 1.3% | 90.8K | 217.91 | +1.5% |
| RDDT Reddit, Inc. | 16.2M | 1.3% | 120.6K | 153.29 | -29.8% |
| DLR DIGITAL REALTY TRUST, INC. | 16.0M | 1.3% | 88.7K | 190.62 | +15.3% |
| ORLY O REILLY AUTOMOTIVE INC | 15.9M | 1.3% | 171.8K | 89.11 | -14.3% |
| TMUS T-Mobile US, Inc. | 14.0M | 1.1% | 66.4K | 183.04 | -29.3% |
| SNOW Snowflake Inc. | 12.4M | 1.0% | 81.9K | 332.78 | +70.8% |
| NFLX NETFLIX INC | 11.8M | 0.9% | 122.5K | 79.59 | -34.4% |
| DDOG Datadog, Inc. | 11.2M | 0.9% | 95.3K | 235.62 | +83.4% |
| COST COSTCO WHOLESALE CORP /NEW | 9.0M | 0.7% | 9.0K | 947.74 | -4.7% |
| NOW ServiceNow, Inc. | 8.3M | 0.7% | 79.8K | 128.48 | -27.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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