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 SHOP
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $74,895,363 | 631,389 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $87,135,636 | 541,316 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $78,447,057 | 527,872 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $57,864,289 | 501,641 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $14,989,691 | 156,993 | Shares | Sole | 2025-05-15 | |
| 2023-12-31 | $10,446,935 | 134,107 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $13,208,286 | 242,043 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $15,440,433 | 239,016 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,014,742 | 229,761 | Shares | Sole | 2023-05-15 | |
| 2021-12-31 | $1,800,799 | 13,074 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $993,651 | 7,329 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,040,071 | 7,119 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,123,097 | 10,150 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $769,726 | 6,800 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $695,619 | 6,800 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $645,456 | 6,800 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $291,851 | 7,000 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||