Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Stony Point Capital LLC (CIK 1776023) reported $1.24B across 31 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: GOOGL ($101.5M, 8.16%), TSM ($96.9M, 7.79%), NVDA ($85.0M, 6.84%), SHOP ($74.9M, 6.02%), GRMN ($69.6M, 5.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | $101.5M | 8.16% | 352,938 | Trimmed |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $96.9M | 7.79% | 286,727 | Trimmed |
| 3 | NVDA | NVIDIA CORPORATION | $85.0M | 6.84% | 487,464 | Added |
| 4 | SHOP | SHOPIFY INC | $74.9M | 6.02% | 631,389 | Added |
| 5 | GRMN | GARMIN LTD | $69.6M | 5.60% | 300,071 | Trimmed |
| 6 | TSLA | TESLA INC | $69.4M | 5.58% | 186,763 | Trimmed |
| 7 | AVGO | BROADCOM INC | $65.3M | 5.25% | 211,033 | Trimmed |
| 8 | NDAQ | NASDAQ INC | $62.2M | 5.00% | 732,505 | Trimmed |
| 9 | AAPL | APPLE INC | $59.2M | 4.76% | 233,279 | Trimmed |
| 10 | PANW | PALO ALTO NETWORKS INC | $57.5M | 4.63% | 358,780 | Trimmed |
| 11 | AMZN | AMAZON COM INC | $56.2M | 4.52% | 269,731 | Trimmed |
| 12 | MSFT | MICROSOFT CORP | $49.5M | 3.98% | 133,839 | Trimmed |
| 13 | META | META PLATFORMS INC | $48.9M | 3.93% | 85,507 | Trimmed |
| 14 | DASH | DOORDASH INC | $48.6M | 3.91% | 323,638 | Trimmed |
| 15 | AXON | AXON ENTERPRISE INC | $33.9M | 2.73% | 79,865 | Trimmed |
| 16 | SNDK | SANDISK CORP | $25.2M | 2.03% | 39,695 | New |
| 17 | TJX | TJX COS INC NEW | $22.2M | 1.78% | 138,816 | Trimmed |
| 18 | TOST | TOAST INC | $21.7M | 1.75% | 820,382 | New |
| 19 | IBKR | INTERACTIVE BROKERS GROUP IN | $20.6M | 1.66% | 307,710 | Trimmed |
| 20 | HLT | HILTON WORLDWIDE HLDGS INC | $18.6M | 1.50% | 61,217 | New |
| 21 | RACE | FERRARI N V | $18.3M | 1.47% | 54,021 | Trimmed |
| 22 | COF | CAPITAL ONE FINL CORP | $16.6M | 1.33% | 90,810 | Trimmed |
| 23 | RDDT | REDDIT INC | $16.2M | 1.31% | 120,586 | Trimmed |
| 24 | DLR | DIGITAL RLTY TR INC | $16.0M | 1.29% | 88,737 | Trimmed |
| 25 | ORLY | OREILLY AUTOMOTIVE INC | $15.9M | 1.28% | 171,807 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31