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Stony Point Capital LLC

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13F filer, CIK 1776023, NEW YORK, NY

Stony Point Capital LLC reported $1,243,323,930 across 32 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 59.96% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001776023-26-000006

Period
2026-03-31
Reported value
$1.24B
Holdings
32
Top 10 weight
59.96%
New
3
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SNDKnew+39,695$25.2M
TOSTnew+820,382$21.7M
HLTnew+61,217$18.6M
NVDAadded+62,475$10.9M
SHOPadded+90,073$10.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
RACEreduced-54,418-$18.4M
BKNGexited-2,966-$15.9M
SCHWexited-140,449-$14M
NETexited-2,847-$561K
GOOGLreduced-1,541-$443K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001776023-26-000006, largest first. % of portfolio is the value over $1,236,686,360, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,154 shares; 2024Q4: 56,154 shares; 2025Q1: 173,638 shares; 2025Q2: 329,147 shares; 2025Q3: 345,575 shares; 2025Q4: 354,479 shares; 2026Q1: 352,938 shares 352,938$101M8.21%-1,541Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,289 shares; 2025Q2: 267,402 shares; 2025Q3: 280,746 shares; 2025Q4: 287,980 shares; 2026Q1: 286,727 shares 286,727$96.9M7.84%-1,253Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,875 shares; 2024Q4: 72,875 shares; 2025Q1: 247,587 shares; 2025Q2: 394,618 shares; 2025Q3: 414,317 shares; 2025Q4: 424,989 shares; 2026Q1: 487,464 shares 487,464$85M6.87%+62,475Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 156,993 shares; 2025Q2: 501,641 shares; 2025Q3: 527,872 shares; 2025Q4: 541,316 shares; 2026Q1: 631,389 shares 631,389$74.9M6.06%+90,073Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,049 shares; 2024Q4: 52,049 shares; 2025Q1: 141,551 shares; 2025Q2: 279,845 shares; 2025Q3: 293,809 shares; 2025Q4: 301,381 shares; 2026Q1: 300,071 shares 300,071$69.6M5.63%-1,310Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,964 shares; 2024Q4: 26,964 shares; 2025Q1: 99,906 shares; 2025Q2: 174,178 shares; 2025Q3: 182,868 shares; 2025Q4: 187,579 shares; 2026Q1: 186,763 shares 186,763$69.4M5.61%-816Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 57,198 shares; 2024Q4: 57,198 shares; 2025Q1: 160,766 shares; 2025Q2: 197,679 shares; 2025Q3: 206,688 shares; 2025Q4: 212,120 shares; 2026Q1: 211,033 shares 211,033$65.3M5.28%-1,087Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 683,134 shares; 2025Q3: 717,221 shares; 2025Q4: 735,705 shares; 2026Q1: 732,505 shares 732,505$62.2M5.03%-3,200Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,856 shares; 2024Q4: 48,856 shares; 2025Q1: 133,357 shares; 2025Q2: 217,546 shares; 2025Q3: 228,410 shares; 2025Q4: 234,296 shares; 2026Q1: 233,279 shares 233,279$59.2M4.79%-1,017Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,755 shares; 2024Q4: 129,994 shares; 2025Q1: 327,785 shares; 2025Q2: 335,007 shares; 2025Q3: 351,325 shares; 2025Q4: 359,949 shares; 2026Q1: 358,780 shares 358,780$57.5M4.65%-1,169Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,830 shares; 2024Q4: 66,830 shares; 2025Q1: 158,939 shares; 2025Q2: 250,613 shares; 2025Q3: 264,043 shares; 2025Q4: 270,730 shares; 2026Q1: 269,731 shares 269,731$56.2M4.54%-999Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,988 shares; 2024Q4: 28,834 shares; 2025Q1: 79,455 shares; 2025Q2: 124,820 shares; 2025Q3: 131,047 shares; 2025Q4: 134,424 shares; 2026Q1: 133,839 shares 133,839$49.5M4.01%-585Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,839 shares; 2024Q4: 38,839 shares; 2025Q1: 67,206 shares; 2025Q2: 80,146 shares; 2025Q3: 83,749 shares; 2025Q4: 85,958 shares; 2026Q1: 85,507 shares 85,507$48.9M3.96%-451Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 45,454 shares; 2025Q2: 301,829 shares; 2025Q3: 316,894 shares; 2025Q4: 325,053 shares; 2026Q1: 323,638 shares 323,638$48.6M3.93%-1,415Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 55,940 shares; 2025Q2: 74,474 shares; 2025Q3: 78,199 shares; 2025Q4: 79,871 shares; 2026Q1: 79,865 shares 79,865$33.9M2.74%-6Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,695 shares 39,695$25.2M2.04%newTimeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 80,713 shares; 2024Q4: 80,713 shares; 2025Q1: 149,623 shares; 2025Q2: 129,145 shares; 2025Q3: 135,900 shares; 2025Q4: 139,364 shares; 2026Q1: 138,816 shares 138,816$22.2M1.79%-548Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820,382 shares 820,382$21.7M1.76%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 66,626 shares; 2024Q4: 66,626 shares; 2025Q1: 177,900 shares; 2025Q2: 286,991 shares; 2025Q3: 301,294 shares; 2025Q4: 309,058 shares; 2026Q1: 307,710 shares 307,710$20.6M1.67%-1,348Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,248 shares; 2024Q4: 34,248 shares; 2025Q1: 34,403 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 61,217 shares 61,217$18.6M1.51%newTimeline
RACEFERRARI N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,819 shares; 2024Q4: 45,819 shares; 2025Q1: 99,252 shares; 2025Q2: 101,211 shares; 2025Q3: 105,816 shares; 2025Q4: 108,439 shares; 2026Q1: 54,021 shares 54,021$18.3M1.48%-54,418Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,544 shares; 2025Q3: 88,907 shares; 2025Q4: 91,179 shares; 2026Q1: 90,810 shares 90,810$16.6M1.34%-369Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,063 shares; 2025Q4: 121,087 shares; 2026Q1: 120,586 shares 120,586$16.2M1.31%-501Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,623 shares; 2024Q4: 97,623 shares; 2025Q1: 90,966 shares; 2025Q2: 82,756 shares; 2025Q3: 86,886 shares; 2025Q4: 89,124 shares; 2026Q1: 88,737 shares 88,737$16M1.29%-387Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,993 shares; 2025Q2: 160,227 shares; 2025Q3: 168,220 shares; 2025Q4: 172,557 shares; 2026Q1: 171,807 shares 171,807$15.9M1.28%-750Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,493 shares; 2024Q4: 58,493 shares; 2025Q1: 68,693 shares; 2025Q2: 61,961 shares; 2025Q3: 65,056 shares; 2025Q4: 66,731 shares; 2026Q1: 66,441 shares 66,441$14M1.13%-290Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 80,182 shares; 2025Q4: 82,137 shares; 2026Q1: 81,895 shares 81,895$12.4M1%-242Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,260 shares; 2024Q4: 7,260 shares; 2025Q1: 13,058 shares; 2025Q2: 11,439 shares; 2025Q3: 12,000 shares; 2025Q4: 122,946 shares; 2026Q1: 122,547 shares 122,547$11.8M0.95%-399Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 185,975 shares; 2024Q4: 181,212 shares; 2025Q1: 385,054 shares; 2025Q2: 88,837 shares; 2025Q3: 93,270 shares; 2025Q4: 95,551 shares; 2026Q1: 95,255 shares 95,255$11.2M0.91%-296Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,515 shares; 2024Q4: 7,515 shares; 2025Q1: 16,737 shares; 2025Q2: 15,922 shares; 2025Q3: 16,757 shares; 2025Q4: 8,982 shares; 2026Q1: 8,988 shares 8,988$8.96M0.72%+6Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,313 shares; 2024Q4: 7,313 shares; 2025Q1: 14,679 shares; 2025Q2: 14,958 shares; 2025Q3: 15,635 shares; 2025Q4: 80,235 shares; 2026Q1: 79,820 shares 79,820$8.35M0.67%-415Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
QQQINVESCO QQQ TR COMput11,500$6.64M0

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BKNGBOOKING HOLDINGS INC2,966$15.9Mshares
SCHWCHARLES SCHWAB CORP (THE)140,449$14Mshares
NETCLOUDFLARE INC2,847$561Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001776023-26-000006 base2026-05-15acceptance time not in the bulk data set