Stony Point Capital LLC Portfolio Holdings
Stony Point Capital LLC
- $407 Million
- Q3 2024
Stony Point Capital LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $407 Million distributed in 39 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Palo Alto Networks Inc with a value of $23.8M, Meta Platforms, Inc. with a value of $22.2M, Ferrari N.V. with a value of $21.5M, Datadog, Inc. with a value of $21.4M, and Fair Isaac Corp with a value of $16.5M.
Examining the 13F form we can see an increase of $17.9M in the current position value, from $390M to 407M.
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
$407 Million
Technology: $187 Million
Consumer Cyclical: $104 Million
Communication Services: $57.9 Million
Financial Services: $29.7 Million
Real Estate: $15.8 Million
Industrials: $6.75 Million
Consumer Defensive: $6.66 Million