13F-HR filed by Stony Point Capital LLC
Stony Point Capital LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 32 holding rows worth $1,362,931,121.
- Accession
- 0001776023-26-000003
- Filer
- CIK 1776023
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 32 entries on the cover page, a total value of $1,362,931,121 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,362,931,121 with VALUE read as dollars as filed, 13F file number 028-19933. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 354,479 | $110,951,927 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 287,980 | $87,514,242 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 541,316 | $87,135,637 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 187,579 | $84,358,028 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 424,989 | $79,260,448 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 325,053 | $73,618,003 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 212,120 | $73,414,732 | dollars as filed | |
| NASDAQ INC COM | 631103108 | Stock | 735,705 | $71,459,027 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 359,949 | $66,302,606 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 134,424 | $65,010,134 | dollars as filed | |
| Apple Inc | 037833100 | COM | 234,296 | $63,695,710 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 270,730 | $62,489,898 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 301,381 | $61,135,136 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 85,958 | $56,740,017 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 79,871 | $45,361,137 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 108,439 | $40,074,717 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 121,087 | $27,834,269 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 91,179 | $22,098,142 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 139,364 | $21,407,704 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 309,058 | $19,875,520 | dollars as filed | |
| SNOWFLAKE INC COM SHS | 833445109 | Stock | 82,137 | $18,017,572 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 2,966 | $15,883,909 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 172,557 | $15,738,924 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 140,449 | $14,032,260 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 89,124 | $13,788,374 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 66,731 | $13,549,062 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 95,551 | $12,993,980 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 80,235 | $12,291,200 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 122,946 | $11,527,417 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 8,982 | $7,745,538 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 11,500 | $7,064,565 | dollars as filed | put |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 2,847 | $561,286 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001776023-26-000003 | this filing | 2026-02-17 | acceptance time not in the bulk data set |