Stony Point Capital LLC Portfolio Holdings
Stony Point Capital LLC
- $1.3 Billion
- Q2 2025
Stony Point Capital LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.3 Billion distributed in 37 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Door Dash, Inc. with a value of $74.4M, Palo Alto Networks Inc with a value of $68.6M, Nvidia Corp with a value of $62.3M, Microsoft Corp with a value of $62.1M, and Axon Enterprise, Inc. with a value of $61.7M.
Examining the 13F form we can see an increase of $345M in the current position value, from $959M to 1.3B.
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
$1.3 Billion
Technology: $605 Million
Communication Services: $237 Million
Consumer Cyclical: $221 Million
Financial Services: $95 Million
Industrials: $61.7 Million
ETFs: $54.6 Million
Consumer Defensive: $15.8 Million
Real Estate: $14.4 Million
Other: $0