← Back to Discover
Stony Point Capital LLC
Period ended Jun 30, 2026 · Latest filing Aug 13, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,539,598,330
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $141,486,321
- ALPHABET INC · CAP STK CL A · 02079K305 · shares: $130,313,541
- PALO ALTO NETWORKS INC · COM · 697435105 · shares: $126,439,644
- NVIDIA CORPORATION · COM · 67066G104 · shares: $100,755,320
- SANDISK CORP · COM · 80004C200 · shares: $93,477,588
- BROADCOM INC · COM · 11135F101 · shares: $82,426,183
- TESLA INC · COM · 88160R101 · shares: $81,155,611
- SHOPIFY INC · CL A SUB VTG SHS · 82509L107 · shares: $74,418,528
- GARMIN LTD · SHS · H2906T109 · shares: $73,575,640
- APPLE INC · COM · 037833100 · shares: $69,744,730
Reported holdings
30 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 296,263 shares | $141,486,321 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 364,646 shares | $130,313,541 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 370,769 shares | $126,439,644 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 503,550 shares | $100,755,320 |
| SANDISK CORP | COM | 80004C200 | — | 41,112 shares | $93,477,588 |
| BROADCOM INC | COM | 11135F101 | — | 218,203 shares | $82,426,183 |
| TESLA INC | COM | 88160R101 | — | 192,952 shares | $81,155,611 |
| SHOPIFY INC | CL A SUB VTG SHS | 82509L107 | — | 651,765 shares | $74,418,528 |
| GARMIN LTD | SHS | H2906T109 | — | 309,740 shares | $73,575,640 |
| APPLE INC | COM | 037833100 | — | 241,031 shares | $69,744,730 |
| AMAZON COM INC | COM | 023135106 | — | 278,427 shares | $66,360,292 |
| DOORDASH INC | CL A | 25809K105 | — | 334,337 shares | $61,695,207 |
| MICROSOFT CORP | COM | 594918104 | — | 138,256 shares | $51,572,253 |
| META PLATFORMS INC | CL A | 30303M102 | — | 88,516 shares | $49,860,178 |
| AXON ENTERPRISE INC | COM | 05464C101 | — | 82,534 shares | $46,269,386 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 26,667 shares | $30,781,451 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 15,341 shares | $30,519,999 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 317,868 shares | $27,667,231 |
| DATADOG INC | CL A COM | 23804L103 | — | 98,738 shares | $25,707,425 |
| TOAST INC | CL A | 888787108 | — | 848,336 shares | $23,600,708 |
| REDDIT INC | CL A | 75734B100 | — | 124,552 shares | $21,619,736 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 63,240 shares | $20,898,290 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 177,841 shares | $20,748,709 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 93,760 shares | $18,810,131 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 91,661 shares | $16,460,482 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 177,515 shares | $16,347,356 |
| T-MOBILE US INC | COM | 872590104 | — | 68,642 shares | $11,513,323 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 9,281 shares | $8,682,097 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | PUT | 11,500 shares | $8,468,600 |
| SERVICENOW INC | COM | 81762P102 | — | 82,820 shares | $8,222,370 |