Stony Point Capital LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Alphabet Inc. | $110.95M | 8.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $87.51M | 6.5% |
| SHOPIFY INC | $87.14M | 6.4% |
| Tesla Inc | $84.36M | 6.2% |
| NVIDIA Corp | $79.26M | 5.8% |
| DoorDash, Inc. | $73.62M | 5.4% |
| Broadcom Inc. | $73.41M | 5.4% |
| NASDAQ, Inc. | $71.46M | 5.3% |
| Palo Alto Networks Inc | $66.30M | 4.9% |
| MICROSOFT CORP | $65.01M | 4.8% |
| Apple Inc. | $63.70M | 4.7% |
| Amazon.com Inc | $62.49M | 4.6% |
| Garmin Ltd | $61.14M | 4.5% |
| Meta Platforms Inc | $56.74M | 4.2% |
| Axon Enterprise Inc | $45.36M | 3.3% |
| FERRARI N V | $40.07M | 3.0% |
| Reddit, Inc. | $27.83M | 2.1% |
| CAPITAL ONE FINANCIAL CORP | $22.10M | 1.6% |
| TJX Cos Inc/The | $21.41M | 1.6% |
| Interactive Brokers Group Inc | $19.88M | 1.5% |
| Snowflake Inc. | $18.02M | 1.3% |
| Booking Holdings Inc | $15.88M | 1.2% |
| O REILLY AUTOMOTIVE INC | $15.74M | 1.2% |
| SCHWAB CHARLES CORP | $14.03M | 1.0% |
| Digital Realty Trust Inc | $13.79M | 1.0% |
| T-Mobile US, Inc.TMUS | $13.55M | 1.0% |
| Datadog, Inc. | $12.99M | 1.0% |
| ServiceNow Inc | $12.29M | 0.9% |
| Netflix Inc | $11.53M | 0.9% |
| COSTCO WHOLESALE CORP /NEW | $7.75M | 0.6% |
| Cloudflare, Inc. | $561.3K | 0.0% |