Stony Point Capital LLC
Top Portfolio Positions
32 positions ·
$1,243,323,914 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
352,938 | $101,490,851 | 8.16% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
286,727 | $96,899,389 | 7.79% | |
| NVDA |
Nvidia Corp
Technology
|
487,464 | $85,013,721 | 6.84% | |
| SHOP |
Shopify Inc.
Technology
|
631,389 | $74,895,363 | 6.02% | |
| GRMN |
Garmin Ltd
Technology
|
300,071 | $69,619,472 | 5.60% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
186,763 | $69,429,145 | 5.58% | |
| AVGO |
Broadcom Inc.
Technology
|
211,033 | $65,316,823 | 5.25% | |
| NDAQ |
Nasdaq, Inc.
Financial Services
|
732,505 | $62,182,349 | 5.00% | |
| AAPL |
Apple Inc.
Technology
|
233,279 | $59,203,877 | 4.76% | |
| PANW |
Palo Alto Networks Inc
Technology
|
358,780 | $57,519,609 | 4.63% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NDAQ
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $62,182,349 | 732,505 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $71,459,026 | 735,705 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $63,438,197 | 717,221 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,085,842 | 683,134 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||