STONY POINT CAPITAL LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NDAQ | 717K | $63.44M |
 | SHOP | 528K | $78.45M |
 | NVDA | 414K | $77.30M |
 | PANW | 351K | $71.54M |
 | GOOGL | 346K | $84.01M |
 | DASH | 317K | $86.19M |
 | IBKR | 301K | $20.73M |
 | GRMN | 294K | $72.34M |
 | TSM | 281K | $78.41M |
 | AMZN | 264K | $57.98M |
 | ZG | 241K | $17.98M |
 | AAPL | 228K | $58.16M |
 | AVGO | 207K | $68.19M |
 | TSLA | 183K | $81.33M |
 | ORLY | 168K | $18.14M |
 | SCHW | 137K | $13.07M |
 | TJX | 136K | $19.64M |
 | MSFT | 131K | $67.88M |
 | RDDT | 118K | $27.15M |
 | ARM | 106K | $15.01M |
Nasdaq, Inc.
NDAQ
Shares Held
717K
Value
$63.44M
Shopify Inc.
SHOP
Shares Held
528K
Value
$78.45M
NVIDIA Corporation
NVDA
Shares Held
414K
Value
$77.30M
Palo Alto Networks, Inc.
PANW
Shares Held
351K
Value
$71.54M
Alphabet Inc.
GOOGL
Shares Held
346K
Value
$84.01M
DoorDash, Inc.
DASH
Shares Held
317K
Value
$86.19M
Interactive Brokers Group, Inc.
IBKR
Shares Held
301K
Value
$20.73M
Garmin Ltd.
GRMN
Shares Held
294K
Value
$72.34M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
281K
Value
$78.41M
Amazon.com, Inc.
AMZN
Shares Held
264K
Value
$57.98M
Zillow Group, Inc. Class A
ZG
Shares Held
241K
Value
$17.98M
Apple Inc.
AAPL
Shares Held
228K
Value
$58.16M
Broadcom Inc.
AVGO
Shares Held
207K
Value
$68.19M
Tesla, Inc.
TSLA
Shares Held
183K
Value
$81.33M
O'Reilly Automotive, Inc.
ORLY
Shares Held
168K
Value
$18.14M
The Charles Schwab Corporation
SCHW
Shares Held
137K
Value
$13.07M
The TJX Companies, Inc.
TJX
Shares Held
136K
Value
$19.64M
Microsoft Corporation
MSFT
Shares Held
131K
Value
$67.88M
Reddit, Inc.
RDDT
Shares Held
118K
Value
$27.15M
Arm Holdings plc American Depositary Shares
ARM
Shares Held
106K
Value
$15.01M