Stock Taper 
STONY POINT CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Toast, Inc. | TOST | 848.34K | $23.6M |
 Shopify Inc. | SHOP | 651.76K | $74.42M |
 NVIDIA Corporation | NVDA | 503.55K | $100.76M |
 Palo Alto Networks, Inc. | PANW | 370.77K | $126.44M |
 Alphabet Inc. | GOOGL | 364.65K | $130.31M |
 DoorDash, Inc. | DASH | 334.34K | $61.7M |
 Interactive Brokers Group, Inc. | IBKR | 317.87K | $27.67M |
 Garmin Ltd. | GRMN | 309.74K | $73.58M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 296.26K | $141.49M |
 Amazon.com, Inc. | AMZN | 278.43K | $66.36M |
 Apple Inc. | AAPL | 241.03K | $69.74M |
 Broadcom Inc. | AVGO | 218.2K | $82.43M |
 Tesla, Inc. | TSLA | 192.95K | $81.16M |
 Palantir Technologies Inc. | PLTR | 177.84K | $20.75M |
 O'Reilly Automotive, Inc. | ORLY | 177.51K | $16.35M |
 Microsoft Corporation | MSFT | 138.26K | $51.57M |
 Reddit, Inc. | RDDT | 124.55K | $21.62M |
 Datadog, Inc. | DDOG | 98.74K | $25.71M |
 Capital One Financial Corporation | COF | 93.76K | $18.81M |
 Digital Realty Trust, Inc. | DLR | 91.66K | $16.46M |