STONY POINT CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TOST | 820K | $21.75M |
 | NDAQ | 733K | $62.18M |
 | SHOP | 631K | $74.90M |
 | NVDA | 487K | $85.01M |
 | PANW | 359K | $57.52M |
 | GOOGL | 353K | $101.49M |
 | DASH | 324K | $48.59M |
 | IBKR | 308K | $20.64M |
 | GRMN | 300K | $69.62M |
 | TSM | 287K | $96.90M |
 | AMZN | 270K | $56.18M |
 | AAPL | 233K | $59.20M |
 | AVGO | 211K | $65.32M |
 | TSLA | 187K | $69.43M |
 | ORLY | 172K | $15.86M |
 | TJX | 139K | $22.17M |
 | MSFT | 134K | $49.54M |
 | NFLX | 123K | $11.78M |
 | RDDT | 121K | $16.24M |
 | DDOG | 95K | $11.24M |
Toast, Inc.
TOST
Shares Held
820K
Value
$21.75M
Nasdaq, Inc.
NDAQ
Shares Held
733K
Value
$62.18M
Shopify Inc.
SHOP
Shares Held
631K
Value
$74.90M
NVIDIA Corporation
NVDA
Shares Held
487K
Value
$85.01M
Palo Alto Networks, Inc.
PANW
Shares Held
359K
Value
$57.52M
Alphabet Inc.
GOOGL
Shares Held
353K
Value
$101.49M
DoorDash, Inc.
DASH
Shares Held
324K
Value
$48.59M
Interactive Brokers Group, Inc.
IBKR
Shares Held
308K
Value
$20.64M
Garmin Ltd.
GRMN
Shares Held
300K
Value
$69.62M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
287K
Value
$96.90M
Amazon.com, Inc.
AMZN
Shares Held
270K
Value
$56.18M
Apple Inc.
AAPL
Shares Held
233K
Value
$59.20M
Broadcom Inc.
AVGO
Shares Held
211K
Value
$65.32M
Tesla, Inc.
TSLA
Shares Held
187K
Value
$69.43M
O'Reilly Automotive, Inc.
ORLY
Shares Held
172K
Value
$15.86M
The TJX Companies, Inc.
TJX
Shares Held
139K
Value
$22.17M
Microsoft Corporation
MSFT
Shares Held
134K
Value
$49.54M
Netflix, Inc.
NFLX
Shares Held
123K
Value
$11.78M
Reddit, Inc.
RDDT
Shares Held
121K
Value
$16.24M
Datadog, Inc.
DDOG
Shares Held
95K
Value
$11.24M