Stony Point Capital LLC Incresed Positions in Q1 2025

Stony Point Capital LLC

  • $959 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
198K
+ 152.15%
$167.82 - $208.28 $33.2M - $41.2M
328K $55.9M
SPOT
Spotify Technology S.A.

Communication Services
40.5K
+ 163.82%
$457.79 - $648.32 $18.5M - $26.3M
65.2K $35.9M
RACE
Ferrari N.V.

Consumer Cyclical
53.4K
+ 116.62%
$413.73 - $508.15 $22.1M - $27.2M
99.3K $42.5M
TW
Tradeweb Markets Inc.

Financial Services
141K
+ 159.21%
$123.42 - $148.46 $17.5M - $21M
230K $34.2M
TYL
Tyler Technologies Inc

Technology
36.4K
+ 212.86%
$553.41 - $646.74 $20.1M - $23.5M
53.5K $31.1M
GRMN
Garmin LTD

Technology
89.5K
+ 171.96%
$204.55 - $241.93 $18.3M - $21.7M
142K $30.7M
IBKR
Interactive Brokers Group, Inc.

Financial Services
111K
+ 167.01%
$161.03 - $235.53 $17.9M - $26.2M
178K $29.5M
MSFT
Microsoft Corp

Technology
50.6K
+ 175.56%
$375.39 - $447.2 $19M - $22.6M
79.5K $29.8M
AAPL
Apple Inc.

Technology
84.5K
+ 172.96%
$209.68 - $247.1 $17.7M - $20.9M
133K $29.6M
NVDA
Nvidia Corp

Technology
175K
+ 239.74%
$106.98 - $149.43 $18.7M - $26.1M
248K $26.8M
META
Meta Platforms, Inc.

Communication Services
28.4K
+ 73.04%
$576.36 - $736.67 $16.3M - $20.9M
67.2K $38.7M
AMZN
Amazon Com Inc

Consumer Cyclical
92.1K
+ 137.83%
$190.26 - $242.06 $17.5M - $22.3M
159K $30.2M
TSLA
Tesla, Inc.

Consumer Cyclical
72.9K
+ 270.52%
$222.15 - $428.22 $16.2M - $31.2M
99.9K $25.9M
AVGO
Broadcom Inc.

Technology
104K
+ 181.07%
$167.43 - $244.7 $17.3M - $25.3M
161K $26.9M
DDOG
Datadog, Inc.

Technology
204K
+ 112.49%
$98.68 - $151.89 $20.1M - $31M
385K $38.2M
CYBR
Cyber Ark Software Ltd.

Technology
27.4K
+ 130.66%
$312.8 - $414.31 $8.56M - $11.3M
48.3K $16.3M
COST
Costco Wholesale Corp

Consumer Defensive
9.22K
+ 122.71%
$890.62 - $1076.86 $8.21M - $9.93M
16.7K $15.8M
TJX
Tjx Companies Inc

Consumer Cyclical
68.9K
+ 85.38%
$112.81 - $126.16 $7.77M - $8.69M
150K $18.2M
MELI
Mercadolibre Inc

Consumer Cyclical
3.76K
+ 130.23%
$1739.0 - $2260.0 $6.54M - $8.5M
6.65K $13M
NFLX
Netflix Inc

Communication Services
5.8K
+ 79.86%
$828.4 - $1058.6 $4.8M - $6.14M
13.1K $12.2M
MSCI
Msci Inc.

Financial Services
10.6K
+ 65.17%
$541.46 - $628.34 $5.72M - $6.64M
26.8K $15.1M
TMUS
T Mobile Us, Inc.

Communication Services
10.2K
+ 17.44%
$211.3 - $272.83 $2.16M - $2.78M
68.7K $18.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
1.33K
+ 46.59%
$4295.4 - $5141.88 $5.7M - $6.82M
4.18K $19.2M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
33K
+ 52.52%
$166.63 - $185.86 $5.49M - $6.13M
95.7K $15.9M
PTC
Ptc Inc.

Technology
36.9K
+ 97.39%
$153.3 - $193.48 $5.65M - $7.13M
74.7K $11.6M
MU
Micron Technology Inc

Technology
51.3K
+ 116.8%
$86.89 - $109.38 $4.46M - $5.62M
95.3K $8.28M
TTD
Trade Desk, Inc.

Technology
283K
+ 157.01%
$53.59 - $126.58 $15.2M - $35.8M
463K $25.4M
NOW
Service Now, Inc.

Technology
7.37K
+ 100.72%
$783.83 - $1170.39 $5.77M - $8.62M
14.7K $11.7M
FICO
Fair Isaac Corp

Technology
2.63K
+ 31.23%
$1695.35 - $2030.47 $4.45M - $5.33M
11K $20.3M
ONON
On Holding Ag

Consumer Cyclical
68.9K
+ 61.66%
$43.92 - $63.62 $3.03M - $4.38M
181K $7.93M
Arm Holdings PLC
36.5K
+ 46.43%
N/A
115K $0
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
155
+ 0.45%
$221.78 - $273.45 $34.4K - $42.4K
34.4K $7.83M
MANH
Manhattan Associates Inc

Technology
11.6K
+ 25.79%
$163.5 - $295.1 $1.9M - $3.43M
56.8K $9.82M
Activity Summary
Buys All Purchases 45 New Holdings 11 Increased Positions 34 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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