Stony Point Capital LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$390M
Signature - Title
Richard Walters II - Chief Investment Officer
Location
4 World Trade Center, 29 Th Floor, New York, NY
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 41 $390M +$226M -$132M +$93.8M DDOG, PANW, META, RACE, DLR 13F-HR 8/14/2024, 08:45 AM
Q1 2024 25 $305M +$29.9M -$57.6M -$27.7M RACE, CYBR, DDOG, MANH, META 13F-HR 5/15/2024, 08:53 AM
Q4 2023 25 $303M +$29.5M -$73.1M -$43.6M DDOG, CYBR, RACE, MANH, NOW 13F-HR 2/14/2024, 09:01 AM
Q3 2023 26 $294M +$76.3M -$81.8M -$5.45M RACE, MANH, CYBR, DDOG, IBKR 13F-HR 11/14/2023, 08:31 AM
Q2 2023 27 $308M +$49.8M -$54.7M -$4.87M RACE, MANH, DDOG, CSGP, SHOP 13F-HR 8/14/2023, 08:14 AM
Q1 2023 30 $281M +$54.9M -$82.5M -$27.7M RACE, DT, IBKR, MSCI, MANH 13F-HR 5/15/2023, 10:18 AM
Q4 2022 34 $282M +$68.7M -$66.2M +$2.49M RACE, DT, CROX, DG, DDOG 13F-HR 2/14/2023, 08:36 AM
Q3 2022 36 $277M +$101M -$102M -$1.37M CMG, RACE, DT, ORLY, DG 13F-HR 11/14/2022, 08:15 AM
Q2 2022 34 $283M +$43.7M -$82.2M -$38.6M DDOG, CMG, RACE, DT, MSFT 13F-HR 8/15/2022, 08:18 AM
Q1 2022 32 $428M +$165M -$210M -$45.1M DDOG, CHGG, MSFT, DAVA, AMZN 13F-HR 5/16/2022, 08:11 AM
Q4 2021 34 $534M +$277M -$83.8M +$193M DDOG, TWLO, MSFT, OKTA, SNOW 13F-HR 2/14/2022, 09:00 AM
Q3 2021 35 $366M +$77.4M -$79M -$1.62M TWLO, CHGG, SONO, OKTA, SE 13F-HR 11/15/2021, 08:11 AM
Q2 2021 36 $383M +$109M -$63.5M +$45.8M TWLO, CHGG, PTON, PINS, SONO 13F-HR 8/16/2021, 08:21 AM
Q1 2021 29 $312M +$146M -$57.4M +$89M TWLO, CHGG, RH, SONO, PINS 13F-HR 5/17/2021, 08:35 AM
Q4 2020 26 $228M +$15.6M -$38.5M -$22.9M TWLO, PINS, TEAMXXXX, CHGG, COUP 13F-HR 2/16/2021, 08:10 AM
Q3 2020 28 $200M +$56.1M -$45.7M +$10.4M TWLO, COUP, TEAMXXXX, PINS, CHGG 13F-HR 11/16/2020, 08:24 AM
Q2 2020 25 $177M +$42.3M -$34.8M +$7.52M TWLO, COUP, TEAMXXXX, SMAR, IACXXXX 13F-HR 8/13/2020, 10:51 AM
Q1 2020 22 $116M +$31M -$40.2M -$9.23M TEAMXXXX, CHWY, ZS, TWLO, COUP 13F-HR 5/14/2020, 08:16 AM
Q4 2019 22 $138M $0 $0 IACXXXX, PLNT, AYX, TWLO, TEAMXXXX 13F-HR 2/13/2020, 08:40 AM