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Stony Point Capital LLC

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13F filer, CIK 1776023, NEW YORK, NY

Stony Point Capital LLC reported $1,539,598,330 across 30 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-13. Its ten largest share positions make up 63.6% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001776023-26-000008

Period
2026-06-30
Reported value
$1.54B
Holdings
30
Top 10 weight
63.6%
New
3
Sold out
5

Largest buys vs the previous quarter

SecurityShares changeApprox. value
MUnew+26,667$30.8M
ASMLnew+15,341$30.5M
PLTRnew+177,841$20.7M
TSMadded+9,536$4.55M
GOOGLadded+11,708$4.18M

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
NDAQexited-732,505-$62.2M
TJXexited-138,816-$22.2M
RACEexited-54,021-$18.3M
SNOWexited-81,895-$12.4M
NFLXexited-122,547-$11.8M

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, Q2 2026

Share positions as resolved from 13F-HR 0001776023-26-000008, largest first. % of portfolio is the value over $1,531,129,730, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 296,263 shares 296,263$141M9.24%+9,536Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 364,646 shares 364,646$130M8.51%+11,708Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 370,769 shares 370,769$126M8.26%+11,989Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 503,550 shares 503,550$101M6.58%+16,086Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 39,695 shares; 2026Q2: 41,112 shares 41,112$93.5M6.11%+1,417Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 218,203 shares 218,203$82.4M5.38%+7,170Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 192,952 shares 192,952$81.2M5.3%+6,189Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 651,765 shares 651,765$74.4M4.86%+20,376Timeline
GRMNGARMIN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 309,740 shares 309,740$73.6M4.81%+9,669Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 241,031 shares 241,031$69.7M4.56%+7,752Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 278,427 shares 278,427$66.4M4.33%+8,696Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 334,337 shares 334,337$61.7M4.03%+10,699Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 138,256 shares 138,256$51.6M3.37%+4,417Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 88,516 shares 88,516$49.9M3.26%+3,009Timeline
AXONAXON ENTERPRISE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 82,534 shares 82,534$46.3M3.02%+2,669Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 43,958 shares; 2024Q4: 43,958 shares; 2025Q1: 95,299 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 26,667 shares 26,667$30.8M2.01%newTimeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 15,341 shares 15,341$30.5M1.99%newTimeline
IBKRINTERACTIVE BROKERS GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 317,868 shares 317,868$27.7M1.81%+10,158Timeline
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 98,738 shares 98,738$25.7M1.68%+3,483Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 820,382 shares; 2026Q2: 848,336 shares 848,336$23.6M1.54%+27,954Timeline
RDDTREDDIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,063 shares; 2025Q4: 121,087 shares; 2026Q1: 120,586 shares; 2026Q2: 124,552 shares 124,552$21.6M1.41%+3,966Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 63,240 shares 63,240$20.9M1.36%+2,023Timeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 177,841 shares 177,841$20.7M1.36%newTimeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 93,760 shares 93,760$18.8M1.23%+2,950Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 91,661 shares 91,661$16.5M1.08%+2,924Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 177,515 shares 177,515$16.3M1.07%+5,708Timeline
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 68,642 shares 68,642$11.5M0.75%+2,201Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,281 shares 9,281$8.68M0.57%+293Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 82,820 shares 82,820$8.22M0.54%+3,000Timeline

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$8.47M0

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
NDAQNASDAQ INC732,505$62.2Mshares
TJXTJX COS INC NEW138,816$22.2Mshares
RACEFERRARI N V54,021$18.3Mshares
SNOWSNOWFLAKE INC81,895$12.4Mshares
NFLXNETFLIX INC.122,547$11.8Mshares

How Q2 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 0001776023-26-000008 base2026-08-13acceptance time not in the bulk data set