13F-HR filed by Stony Point Capital LLC
Stony Point Capital LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-13, with 30 holding rows worth $1,539,598,330.
- Accession
- 0001776023-26-000008
- Filer
- CIK 1776023
- Filed
- 2026-08-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 30 entries on the cover page, a total value of $1,539,598,330 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,539,598,330 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 |
|---|---|---|---|---|---|---|
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 296,263 | $141,486,321 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 364,646 | $130,313,541 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 370,769 | $126,439,644 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 503,550 | $100,755,320 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 41,112 | $93,477,588 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 218,203 | $82,426,183 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 192,952 | $81,155,611 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 651,765 | $74,418,528 | dollars as filed | |
| GARMIN LTD SHS | H2906T109 | Stock | 309,740 | $73,575,640 | dollars as filed | |
| Apple Inc | 037833100 | COM | 241,031 | $69,744,730 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 278,427 | $66,360,292 | dollars as filed | |
| DOORDASH INC CL A | 25809K105 | Stock | 334,337 | $61,695,207 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 138,256 | $51,572,253 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 88,516 | $49,860,178 | dollars as filed | |
| AXONENTERPRISEINC | 05464C101 | STOK | 82,534 | $46,269,386 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 26,667 | $30,781,451 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 15,341 | $30,519,999 | dollars as filed | |
| INTERACTIVE BROKERS GROUP INC COM CL A | 45841N107 | Stock | 317,868 | $27,667,231 | dollars as filed | |
| DATADOGINCCLASSA | 23804L103 | STOK | 98,738 | $25,707,425 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 848,336 | $23,600,708 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 124,552 | $21,619,736 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 63,240 | $20,898,290 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 177,841 | $20,748,709 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 93,760 | $18,810,131 | dollars as filed | |
| DIGITAL RLTY TR INC COM | 253868103 | REIT | 91,661 | $16,460,482 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 177,515 | $16,347,356 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 68,642 | $11,513,323 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 9,281 | $8,682,097 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 11,500 | $8,468,600 | dollars as filed | put |
| ServiceNow,Inc. | 81762P102 | COM | 82,820 | $8,222,370 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001776023-26-000008 | this filing | 2026-08-13 | acceptance time not in the bulk data set |