Stony Point Capital LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $959 Million distributed in 48 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Palo Alto Networks Inc with a value of $55.9M, Ferrari N.V. with a value of $42.5M, Meta Platforms, Inc. with a value of $38.7M, Datadog, Inc. with a value of $38.2M, and Spotify Technology S.A. with a value of $35.9M.
Examining the 13F form we can see an increase of $482M in the current position value, from $477M to 959M.
Stony Point Capital LLC is based out at New York, NY
Below you can find more details about Stony Point Capital LLC portfolio as well as his latest detailed transactions.
Portfolio value
$959 Million
Technology: $415 Million
Consumer Cyclical: $211 Million
Communication Services: $140 Million
Financial Services: $78.8 Million
ETFs: $46.9 Million
Industrials: $38.3 Million
Consumer Defensive: $15.8 Million
Real Estate: $13 Million
Other: $0
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
