Stony Point Capital LLC Incresed Positions in Q2 2025

Stony Point Capital LLC

  • $1.3 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DASH
Door Dash, Inc.

Communication Services
256K
+ 564.03%
$163.16 - $246.51 $41.8M - $63.2M
302K $74.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
170K
+ 174.85%
$141.37 - $228.57 $24M - $38.9M
267K $60.6M
SHOP
Shopify Inc.

Technology
345K
+ 219.53%
$76.89 - $115.35 $26.5M - $39.8M
502K $57.9M
NVDA
Nvidia Corp

Technology
147K
+ 59.39%
$94.31 - $157.99 $13.9M - $23.2M
395K $62.3M
MSFT
Microsoft Corp

Technology
45.4K
+ 57.1%
$354.56 - $497.45 $16.1M - $22.6M
125K $62.1M
AXON
Axon Enterprise, Inc.

Industrials
18.5K
+ 33.13%
$497.13 - $827.94 $9.21M - $15.3M
74.5K $61.7M
GOOGL
Alphabet Inc.

Communication Services
156K
+ 89.56%
$144.7 - $178.6 $22.5M - $27.8M
329K $58M
TSLA
Tesla, Inc.

Consumer Cyclical
74.3K
+ 74.34%
$221.86 - $362.89 $16.5M - $27M
174K $55.3M
GRMN
Garmin LTD

Technology
138K
+ 97.7%
$173.63 - $218.07 $24M - $30.2M
280K $58.4M
AVGO
Broadcom Inc.

Technology
36.9K
+ 22.96%
$146.29 - $275.65 $5.4M - $10.2M
198K $54.5M
META
Meta Platforms, Inc.

Communication Services
12.9K
+ 19.25%
$484.66 - $738.09 $6.27M - $9.55M
80.1K $59.2M
AAPL
Apple Inc.

Technology
84.2K
+ 63.13%
$172.42 - $223.89 $14.5M - $18.8M
218K $44.6M
TYL
Tyler Technologies Inc

Technology
20.3K
+ 37.96%
$521.68 - $592.84 $10.6M - $12M
73.8K $43.7M
PANW
Palo Alto Networks Inc

Technology
7.22K
+ 2.2%
$152.44 - $204.64 $1.1M - $1.48M
335K $68.6M
DUOL
Duolingo, Inc.

Technology
13.3K
+ 74.36%
$292.88 - $540.68 $3.9M - $7.2M
31.2K $12.8M
RACE
Ferrari N.V.

Consumer Cyclical
1.96K
+ 1.97%
$397.86 - $499.02 $779K - $978K
101K $49.7M
SAP
Sap Se

Technology
20.8K
+ 95.68%
$237.53 - $309.8 $4.95M - $6.45M
42.6K $13M
NOW
Service Now, Inc.

Technology
279
+ 1.9%
$721.65 - $1040.18 $201K - $290K
15K $15.4M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
148K
+ 1236.0%
$87.84 - $1441.89 $13M - $214M
160K $14.4M
IBKR
Interactive Brokers Group, Inc.

Financial Services
109K
+ 61.32%
$50.53 - $212.53 $5.51M - $23.2M
287K $15.9M
Activity Summary
Buys All Purchases 25 New Holdings 4 Increased Positions 21 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 1
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