Stony Point Capital LLC Purchases and Sells in Q2 2025

Stony Point Capital LLC

$1.3 Billion
Q2 2025

Top Buys

Incresed Positions

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DASH	256K + 564.03%	$163.16 - $246.51 $41.8M - $63.2M	302K $74.4M
TSM	170K + 174.85%	$141.37 - $228.57 $24M - $38.9M	267K $60.6M
SHOP	345K + 219.53%	$76.89 - $115.35 $26.5M - $39.8M	502K $57.9M
NVDA	147K + 59.39%	$94.31 - $157.99 $13.9M - $23.2M	395K $62.3M
MSFT	45.4K + 57.1%	$354.56 - $497.45 $16.1M - $22.6M	125K $62.1M
AXON	18.5K + 33.13%	$497.13 - $827.94 $9.21M - $15.3M	74.5K $61.7M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NDAQ	683K New	$66.4 - $89.42 $45.4M - $61.1M	683K $61.1M
COF	84.5K New	$150.57 - $212.76 $12.7M - $18M	84.5K $18M
ZS	47.6K New	$174.67 - $315.32 $8.32M - $15M	47.6K $15M
WING	42.5K New	$210.24 - $381.46 $8.94M - $16.2M	42.5K $14.3M

Top Sells

Reduced Positions

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DDOG	-296K - 76.93%	$87.0 - $134.33 $25.8M - $39.8M	88.8K $11.9M
SPOT	-44.8K - 68.65%	$503.3 - $775.9 $22.5M - $34.7M	20.5K $15.7M
FICO	-5.09K - 46.13%	$1503.62 - $2206.01 $7.65M - $11.2M	5.94K $10.9M
TMUS	-6.73K - 9.8%	$220.99 - $268.54 $1.49M - $1.81M	62K $14.8M
BKNG	-1.42K - 33.94%	$4164.15 - $5789.24 $5.9M - $8.2M	2.76K $16M
CYBR	-15.4K - 31.89%	$305.98 - $406.88 $4.71M - $6.27M	32.9K $13.4M

Options

Puts

1 operations

Stock	Shares change	Price Range	Shares Held	Trade History
QQQ	-1K - 1.0%	$416.06 - $551.64 $416K - $552K	99K $54.6M

Activity Summary All Purchases 25 New Holdings 4 Increased Positions 21 All Sells 11 Reductions 11 Sold out 0 Calls 0 Puts 1

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