Stony Point Capital LLC Purchases and Sells in Q1 2025

Stony Point Capital LLC

$959 Million
Q1 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PANW	198K + 152.15%	$167.82 - $208.28 $33.2M - $41.2M	328K $55.9M
SPOT	40.5K + 163.82%	$457.79 - $648.32 $18.5M - $26.3M	65.2K $35.9M
RACE	53.4K + 116.62%	$413.73 - $508.15 $22.1M - $27.2M	99.3K $42.5M
TW	141K + 159.21%	$123.42 - $148.46 $17.5M - $21M	230K $34.2M
TYL	36.4K + 212.86%	$553.41 - $646.74 $20.1M - $23.5M	53.5K $31.1M
GRMN	89.5K + 171.96%	$204.55 - $241.93 $18.3M - $21.7M	142K $30.7M

New Holdings

11 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXON	55.9K New	$496.65 - $710.01 $27.8M - $39.7M	55.9K $29.4M
ORLY	12K New	$1187.71 - $1432.58 $14.2M - $17.2M	12K $17.2M
TSM	97.3K New	$165.25 - $224.62 $16.1M - $21.9M	97.3K $16.1M
SHOP	157K New	$90.59 - $129.31 $14.2M - $20.3M	157K $15M
DASH	45.5K New	$168.37 - $213.38 $7.65M - $9.7M	45.5K $8.31M
SAP	21.8K New	$241.4 - $293.69 $5.26M - $6.39M	21.8K $5.84M

Top Sells

Reduced Positions

2 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DLR	-6.66K - 6.82%	$142.1 - $183.56 $946K - $1.22M	91K $13M
CMG	-26.4K - 13.76%	$47.79 - $59.89 $1.26M - $1.58M	165K $8.3M

Activity Summary All Purchases 45 New Holdings 11 Increased Positions 34 All Sells 2 Reductions 2 Sold out 0 Calls 0 Puts 0

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