Stony Point Capital LLC Top Holdings and 13F Report (2025) About Stony Point Capital LLCInvestment ActivityStony Point Capital LLC has $486.34 million in total holdings as of December 31, 2024.Stony Point Capital LLC owns shares of 37 different stocks, but just 24 companies or ETFs make up 80% of its holdings.Approximately 13.91% of the portfolio was purchased this quarter.About 4.00% of the portfolio was sold this quarter.This quarter, Stony Point Capital LLC has purchased 39 new stocks and bought additional shares in 2 stocks.Stony Point Capital LLC sold shares of 3 stocks and completely divested from 3 stocks this quarter.Largest Holdings Invesco QQQ $51,123,000Datadog $25,893,382Palo Alto Networks $23,653,709Meta Platforms $22,740,623Trade Desk $21,191,364 Largest New Holdings this Quarter Invesco QQQ $51,123,000 Holding Largest Purchases this Quarter Invesco QQQ 100,000 shares (about $51.12M)Palo Alto Networks 60,239 shares (about $10.96M)Trade Desk 47,206 shares (about $5.55M) Largest Sales this Quarter Microsoft 2,154 shares (about $907.91K)Datadog 4,763 shares (about $680.59K)Fair Isaac 81 shares (about $161.27K) Sector Allocation Over TimeMap of 500 Largest Holdings ofStony Point Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorQQQInvesco QQQ$51,123,000$51,123,000 ▲New Holding100,00010.5%FinanceDDOGDatadog$25,893,382$680,585 ▼-2.6%181,2125.3%Computer and TechnologyPANWPalo Alto Networks$23,653,709$10,961,089 ▲86.4%129,9944.9%Computer and TechnologyMETAMeta Platforms$22,740,6230.0%38,8394.7%Computer and TechnologyTTDTrade Desk$21,191,364$5,548,121 ▲35.5%180,3064.4%Computer and TechnologyRACEFerrari$19,465,7440.0%45,8194.0%Auto/Tires/TrucksDLRDigital Realty Trust$17,311,4870.0%97,6233.6%FinanceFICOFair Isaac$16,739,739$161,265 ▼-1.0%8,4083.4%Computer and TechnologyAMZNAmazon.com$14,661,8330.0%66,8303.0%Retail/WholesaleBKNGBooking$14,150,0610.0%2,8482.9%Retail/WholesaleAVGOBroadcom$13,260,7840.0%57,1982.7%Computer and TechnologyTMUST-Mobile US$12,911,1600.0%58,4932.7%Computer and TechnologyAAPLApple$12,234,5190.0%48,8562.5%Computer and TechnologyMANHManhattan Associates$12,198,0930.0%45,1382.5%Computer and TechnologyMSFTMicrosoft$12,153,531$907,911 ▼-7.0%28,8342.5%Computer and TechnologyIBKRInteractive Brokers Group$11,770,8150.0%66,6262.4%FinanceTWTradeweb Markets$11,632,5040.0%88,8522.4%FinanceCMGChipotle Mexican Grill$11,563,3690.0%191,7642.4%Retail/WholesaleTXRHTexas Roadhouse$11,321,2610.0%62,7462.3%Retail/WholesaleSPOTSpotify Technology$11,061,4700.0%24,7252.3%Business ServicesTSLATesla$10,889,1410.0%26,9642.2%Auto/Tires/TrucksGRMNGarmin$10,735,6270.0%52,0492.2%Computer and TechnologyGOOGLAlphabet$10,629,9530.0%56,1542.2%Computer and TechnologyTYLTyler Technologies$9,854,2010.0%17,0892.0%Computer and TechnologyNVDANVIDIA$9,786,3840.0%72,8752.0%Computer and TechnologyTJXTJX Companies$9,750,9380.0%80,7132.0%Retail/WholesaleMSCIMSCI$9,724,3620.0%16,2072.0%FinanceARM HOLDINGS PLC$9,687,8310.0%78,5332.0%SPONSORED ADSHLTHilton Worldwide$8,464,7360.0%34,2481.7%Consumer DiscretionaryNOWServiceNow$7,752,6580.0%7,3131.6%Computer and TechnologyCYBRCyberArk Software$6,976,1610.0%20,9401.4%Computer and TechnologyPTCPTC$6,959,6630.0%37,8511.4%Computer and TechnologyCOSTCostco Wholesale$6,885,7690.0%7,5151.4%Retail/WholesaleNFLXNetflix$6,470,9830.0%7,2601.3%Consumer DiscretionaryONONON$6,120,5480.0%111,7501.3%Retail/WholesaleMELIMercadoLibre$4,910,8710.0%2,8881.0%Retail/WholesaleMUMicron Technology$3,699,5050.0%43,9580.8%Computer and TechnologyVRRMVerra Mobility$0$6,747,540 ▼-100.0%00.0%Industrial ProductsQCOMQUALCOMM$0$6,164,482 ▼-100.0%00.0%Computer and TechnologyINTUIntuit$0$4,800,951 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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