Investor
Stony Point Capital LLC
CIK 0001776023 · filed 2026-05-15 · SEC filing
13F book
$1.24B
Positions
31
3 new · 3 sold
Largest name
8.2%
Alphabet Inc
Est. mark
−$151.2M
Price effect on 28 names still held. Flow $32M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Alphabet Inc | — | 352.9K | $101.5M | 8.2% | −$8.98M | Cut−$9.46M |
| Taiwan Semiconductor Mfg Ltd | — | 286.7K | $96.9M | 7.8% | $9.77M | Cut$9.39M |
| Nvidia Corp | NVDA | 487.5K | $85M | 6.8% | −$5.14M | Added$5.75M |
| Shopify Inc. | SHOP | 631.4K | $74.9M | 6.0% | −$22.9M | Added−$12.2M |
| Garmin Ltd | GRMN | 300.1K | $69.6M | 5.6% | $8.75M | Cut$8.48M |
| Tesla, Inc. | TSLA | 186.8K | $69.4M | 5.6% | −$14.6M | Cut−$14.9M |
| Broadcom Inc. | AVGO | 211K | $65.3M | 5.3% | −$7.72M | Cut−$8.1M |
| Nasdaq, Inc. | NDAQ | 732.5K | $62.2M | 5.0% | −$8.97M | Cut−$9.28M |
| Apple Inc. | AAPL | 233.3K | $59.2M | 4.8% | −$4.22M | Cut−$4.49M |
| Palo Alto Networks Inc | PANW | 358.8K | $57.5M | 4.6% | −$8.57M | Cut−$8.78M |
| Amazon Com Inc | AMZN | 269.7K | $56.2M | 4.5% | −$6.08M | Cut−$6.31M |
| Microsoft Corp | MSFT | 133.8K | $49.5M | 4.0% | −$15.2M | Cut−$15.5M |
| Meta Platforms, Inc. | META | 85.5K | $48.9M | 3.9% | −$7.52M | Cut−$7.82M |
| DoorDash, Inc. | DASH | 323.6K | $48.6M | 3.9% | −$24.7M | Cut−$25M |
| Axon Enterprise, Inc. | AXON | 79.9K | $33.9M | 2.7% | −$11.4M | Cut−$11.4M |
| Sandisk Corp | SNDK | 39.7K | $25.2M | 2.0% | — | New |
| Tjx Cos Inc New | — | 138.8K | $22.2M | 1.8% | $845.4K | Cut$761.2K |
| Toast, Inc. | TOST | 820.4K | $21.7M | 1.7% | — | New |
| Interactive Brokers Group In | — | 307.7K | $20.6M | 1.7% | $849.3K | Cut$762.6K |
| Hilton Worldwide Hldgs Inc | — | 61.2K | $18.6M | 1.5% | — | New |
| Ferrari N.V. | RACE | 54K | $18.3M | 1.5% | −$1.68M | Cut−$21.8M |
| Capital One Finl Corp | — | 90.8K | $16.6M | 1.3% | −$5.44M | Cut−$5.53M |
| Reddit, Inc. | RDDT | 120.6K | $16.2M | 1.3% | −$11.5M | Cut−$11.6M |
| Digital Rlty Tr Inc | — | 88.7K | $16M | 1.3% | $2.26M | Cut$2.2M |
| Oreilly Automotive Inc | — | 171.8K | $15.9M | 1.3% | $189K | Cut$120.6K |
| T-Mobile Us Inc | — | 66.4K | $14M | 1.1% | $464.4K | Cut$405.5K |
| Snowflake Inc. | SNOW | 81.9K | $12.4M | 1.0% | −$5.61M | Cut−$5.67M |
| Netflix Inc | NFLX | 122.5K | $11.8M | 0.9% | $292.9K | Cut$255.5K |
| Datadog, Inc. | DDOG | 95.3K | $11.2M | 0.9% | −$1.71M | Cut−$1.75M |
| Costco Whsl Corp New | — | 8.99K | $8.96M | 0.7% | $1.2M | Added$1.21M |
| ServiceNow, Inc. | NOW | 79.8K | $8.35M | 0.7% | −$3.88M | Cut−$3.95M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.