Notify me when Stony Point Capital LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 31 | $1,355,866,556 | +$53,209,823 | -$78,892,980 | -$25,683,157 | GOOGL, TSM, SHOP, TSLA, NVDA | 13F-HR | 17 Feb 2026, 09:13 |
| Q3 2025 | 35 | $1,427,569,120 | +$167,657,321 | -$125,746,024 | +$41,911,297 | DASH, GOOGL, TSLA, SHOP, TSM | 13F-HR | 14 Nov 2025, 09:31 |
| Q2 2025 | 36 | $1,266,112,014 | +$493,903,681 | -$280,038,331 | +$213,865,350 | DASH, PANW, NVDA, MSFT, AXON | 13F-HR | 14 Aug 2025, 11:24 |
| Q1 2025 | 47 | $924,907,080 | +$540,281,699 | -$2,278,874 | +$538,002,825 | PANW, RACE, META, DDOG, SPOT | 13F-HR | 15 May 2025, 09:30 |
| Q4 2024 | 36 | $435,214,779 | +$16,509,210 | -$19,462,734 | -$2,953,524 | DDOG, PANW, META, TTD, RACE | 13F-HR | 14 Feb 2025, 09:07 |
| Q3 2024 | 39 | $418,738,346 | +$50,331,423 | -$33,709,532 | +$16,621,891 | PANW, META, RACE, DDOG, FICO | 13F-HR | 14 Nov 2024, 08:54 |
| Q2 2024 | 41 | $389,584,650 | +$226,257,853 | -$132,440,657 | +$93,817,196 | DDOG, PANW, META, RACE, DLR | 13F-HR | 14 Aug 2024, 08:45 |
| Q1 2024 | 25 | $304,649,257 | +$29,889,725 | -$57,564,645 | -$27,674,920 | RACE, CYBR, DDOG, MANH, META | 13F-HR | 15 May 2024, 08:53 |
| Q4 2023 | 25 | $302,791,088 | +$29,450,139 | -$73,083,968 | -$43,633,829 | DDOG, CYBR, RACE, MANH, NOW | 13F-HR | 14 Feb 2024, 09:01 |
| Q3 2023 | 26 | $294,417,649 | +$76,330,350 | -$81,776,904 | -$5,446,554 | RACE, MANH, CYBR, DDOG, IBKR | 13F-HR | 14 Nov 2023, 08:31 |
| Q2 2023 | 27 | $308,204,070 | +$49,842,193 | -$54,709,433 | -$4,867,240 | RACE, MANH, DDOG, CSGP, SHOP | 13F-HR | 14 Aug 2023, 08:14 |
| Q1 2023 | 30 | $280,732,248 | +$54,852,337 | -$82,508,789 | -$27,656,452 | RACE, DT, IBKR, MSCI, MANH | 13F-HR | 15 May 2023, 10:18 |
| Q4 2022 | 34 | $282,132,363 | +$68,683,217 | -$66,197,389 | +$2,485,828 | RACE, DT, CROX, DG, DDOG | 13F-HR | 14 Feb 2023, 08:36 |
| Q3 2022 | 36 | $276,977,000 | +$100,986,536 | -$102,355,249 | -$1,368,713 | CMG, RACE, DT, ORLY, DG | 13F-HR | 14 Nov 2022, 08:15 |
| Q2 2022 | 34 | $283,036,000 | +$43,668,681 | -$82,237,664 | -$38,568,983 | DDOG, CMG, RACE, DT, MSFT | 13F-HR | 15 Aug 2022, 08:18 |
| Q1 2022 | 32 | $428,165,000 | +$165,152,579 | -$210,281,875 | -$45,129,296 | DDOG, CHGG, MSFT, DAVA, AMZN | 13F-HR | 16 May 2022, 08:11 |
| Q4 2021 | 34 | $534,355,000 | +$276,624,614 | -$83,751,685 | +$192,872,929 | DDOG, TWLO, MSFT, OKTA, SNOW | 13F-HR | 14 Feb 2022, 09:00 |
| Q3 2021 | 35 | $365,577,000 | +$77,355,068 | -$78,970,790 | -$1,615,722 | TWLO, CHGG, SONO, OKTA, SE | 13F-HR | 15 Nov 2021, 08:11 |
| Q2 2021 | 36 | $382,586,000 | +$109,286,969 | -$63,523,823 | +$45,763,146 | TWLO, CHGG, PTON, PINS, SONO | 13F-HR | 16 Aug 2021, 08:21 |
| Q1 2021 | 29 | $311,558,000 | +$146,407,568 | -$57,439,096 | +$88,968,472 | TWLO, CHGG, RH, SONO, PINS | 13F-HR | 17 May 2021, 08:35 |
| Q4 2020 | 26 | $228,477,000 | +$15,600,465 | -$38,503,484 | -$22,903,019 | TWLO, PINS, TEAM, CHGG, COUP | 13F-HR | 16 Feb 2021, 08:10 |
| Q3 2020 | 28 | $200,454,000 | +$56,065,650 | -$45,650,548 | +$10,415,102 | TWLO, COUP, TEAM, PINS, CHGG | 13F-HR | 16 Nov 2020, 08:24 |
| Q2 2020 | 25 | $176,980,000 | +$42,285,194 | -$34,760,505 | +$7,524,689 | TWLO, COUP, TEAM, SMAR, IAC | 13F-HR | 13 Aug 2020, 10:51 |
| Q1 2020 | 22 | $116,248,000 | +$31,009,566 | -$40,239,839 | -$9,230,273 | TEAM, CHWY, ZS, TWLO, COUP | 13F-HR | 14 May 2020, 08:16 |
| Q4 2019 | 22 | $137,791,000 | $0 | $0 | $0 | IAC, PLNT, AYX, TWLO, TEAM | 13F-HR | 13 Feb 2020, 08:40 |