STONY POINT CAPITAL LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NDAQ | 736K | $71.46M |
 | SHOP | 541K | $87.14M |
 | NVDA | 425K | $79.26M |
 | PANW | 360K | $66.30M |
 | GOOGL | 354K | $110.95M |
 | DASH | 325K | $73.62M |
 | IBKR | 309K | $19.88M |
 | GRMN | 301K | $61.14M |
 | TSM | 288K | $87.51M |
 | AMZN | 271K | $62.49M |
 | AAPL | 234K | $63.70M |
 | AVGO | 212K | $73.41M |
 | TSLA | 188K | $84.36M |
 | ORLY | 173K | $15.74M |
 | SCHW | 140K | $14.03M |
 | TJX | 139K | $21.41M |
 | MSFT | 134K | $65.01M |
 | NFLX | 123K | $11.53M |
 | RDDT | 121K | $27.83M |
 | RACE | 108K | $40.07M |
Nasdaq, Inc.
NDAQ
Shares Held
736K
Value
$71.46M
Shopify Inc.
SHOP
Shares Held
541K
Value
$87.14M
NVIDIA Corporation
NVDA
Shares Held
425K
Value
$79.26M
Palo Alto Networks, Inc.
PANW
Shares Held
360K
Value
$66.30M
Alphabet Inc.
GOOGL
Shares Held
354K
Value
$110.95M
DoorDash, Inc.
DASH
Shares Held
325K
Value
$73.62M
Interactive Brokers Group, Inc.
IBKR
Shares Held
309K
Value
$19.88M
Garmin Ltd.
GRMN
Shares Held
301K
Value
$61.14M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
288K
Value
$87.51M
Amazon.com, Inc.
AMZN
Shares Held
271K
Value
$62.49M
Apple Inc.
AAPL
Shares Held
234K
Value
$63.70M
Broadcom Inc.
AVGO
Shares Held
212K
Value
$73.41M
Tesla, Inc.
TSLA
Shares Held
188K
Value
$84.36M
O'Reilly Automotive, Inc.
ORLY
Shares Held
173K
Value
$15.74M
The Charles Schwab Corporation
SCHW
Shares Held
140K
Value
$14.03M
The TJX Companies, Inc.
TJX
Shares Held
139K
Value
$21.41M
Microsoft Corporation
MSFT
Shares Held
134K
Value
$65.01M
Netflix, Inc.
NFLX
Shares Held
123K
Value
$11.53M
Reddit, Inc.
RDDT
Shares Held
121K
Value
$27.83M
Ferrari N.V.
RACE
Shares Held
108K
Value
$40.07M