Stock Taper 
STONY POINT CAPITAL LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Costco Wholesale Corporation | COST | 9.28K | $8.68M |
 ASML Holding N.V. | ASML | 15.34K | $30.52M |
 Micron Technology, Inc. | MU | 26.67K | $30.78M |
 Sandisk Corporation | SNDK | 41.11K | $93.48M |
 Hilton Worldwide Holdings Inc. | HLT | 63.24K | $20.9M |
 T-Mobile US, Inc. | TMUS | 68.64K | $11.51M |
 Axon Enterprise, Inc. | AXON | 82.53K | $46.27M |
 ServiceNow, Inc. | NOW | 82.82K | $8.22M |
 Meta Platforms, Inc. | META | 88.52K | $49.86M |
 Digital Realty Trust, Inc. | DLR | 91.66K | $16.46M |
 Capital One Financial Corporation | COF | 93.76K | $18.81M |
 Datadog, Inc. | DDOG | 98.74K | $25.71M |
 Reddit, Inc. | RDDT | 124.55K | $21.62M |
 Microsoft Corporation | MSFT | 138.26K | $51.57M |
 O'Reilly Automotive, Inc. | ORLY | 177.51K | $16.35M |
 Palantir Technologies Inc. | PLTR | 177.84K | $20.75M |
 Tesla, Inc. | TSLA | 192.95K | $81.16M |
 Broadcom Inc. | AVGO | 218.2K | $82.43M |
 Apple Inc. | AAPL | 241.03K | $69.74M |
 Amazon.com, Inc. | AMZN | 278.43K | $66.36M |