Stony Point Capital LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Stony Point Capital LLC held in its portfolio 32 assets valued at $1,362,931,121 (i.e. $1.36B).
The most valuable assets in the portfolio included: ALPHABET INC ($110.95M), TAIWAN SEMICONDUCTOR MFG LTD ($87.51M), and SHOPIFY INC ($87.14M).
The chart below shows the top 10 valuable assets, and the table below shows the top 32 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Stony Point Capital LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 354479 | 110951927 | CAP STK CL A |
| TAIWAN SEMICONDUCTOR MFG LTD | 287980 | 87514242 | SPONSORED ADS |
| SHOPIFY INC | 541316 | 87135637 | CL A SUB VTG SHS |
| TESLA INC | 187579 | 84358028 | COM |
| NVIDIA CORPORATION | 424989 | 79260448 | COM |
| DOORDASH INC | 325053 | 73618003 | CL A |
| BROADCOM INC | 212120 | 73414732 | COM |
| NASDAQ INC | 735705 | 71459027 | COM |
| PALO ALTO NETWORKS INC | 359949 | 66302606 | COM |
| MICROSOFT CORP | 134424 | 65010134 | COM |
| APPLE INC | 234296 | 63695710 | COM |
| AMAZON COM INC | 270730 | 62489898 | COM |
| GARMIN LTD | 301381 | 61135136 | SHS |
| META PLATFORMS INC | 85958 | 56740017 | CL A |
| AXON ENTERPRISE INC | 79871 | 45361137 | COM |
| FERRARI N V | 108439 | 40074717 | COM |
| REDDIT INC | 121087 | 27834269 | CL A |
| CAPITAL ONE FINL CORP | 91179 | 22098142 | COM |
| TJX COS INC NEW | 139364 | 21407704 | COM |
| INTERACTIVE BROKERS GROUP IN | 309058 | 19875520 | COM CL A |
| SNOWFLAKE INC | 82137 | 18017572 | COM SHS |
| BOOKING HOLDINGS INC | 2966 | 15883909 | COM |
| OREILLY AUTOMOTIVE INC | 172557 | 15738924 | COM |
| SCHWAB CHARLES CORP | 140449 | 14032260 | COM |
| DIGITAL RLTY TR INC | 89124 | 13788374 | COM |
| T-MOBILE US INC | 66731 | 13549062 | COM |
| DATADOG INC | 95551 | 12993980 | CL A COM |
| SERVICENOW INC | 80235 | 12291200 | COM |
| NETFLIX INC | 122946 | 11527417 | COM |
| COSTCO WHSL CORP NEW | 8982 | 7745538 | COM |
| INVESCO QQQ TR | 11500 | 7064565 | UNIT SER 1 |
| CLOUDFLARE INC | 2847 | 561286 | CL A COM |
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