Filed: 11/14/2025ACC: 0001776023-25-000011
📋 What this filing means
STONY POINT CAPITAL LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $1.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$1.43B
Total AUM (reported)
6.37M
Total Shares
Allocation by class
COM$813.51M57.0%
CL A$192.83M13.5%
SPONSORED ADS$93.42M6.5%
SHS$87.11M6.1%
CAP STK CL A$84.01M5.9%
CL A SUB VTG SHS$78.45M5.5%
CL A COM$27.52M1.9%
Portfolio Concentration
Top 3$251.53M17.6%
4–10$514.10M36.0%
11–25$520.35M36.4%
Rest$141.59M9.9%
Top 3 weight
17.6%
Top 10 weight
53.6%
Voting Authority Distribution
Total shares with voting rights: 6.37M
Sole
Full voting authority
6.37M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole35
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
DOORDASH INC
SOLEShares316.89K
TypeSH
Market value$86.19M
6.04%
Sole
316.89K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares345.57K
TypeSH
Market value$84.01M
5.88%
Sole
345.57K
Shared
0.00
None
0.00
TESLA INC
SOLEShares182.87K
TypeSH
Market value$81.33M
5.70%
Sole
182.87K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares527.87K
TypeSH
Market value$78.45M
5.50%
Sole
527.87K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares280.75K
TypeSH
Market value$78.41M
5.49%
Sole
280.75K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares414.32K
TypeSH
Market value$77.30M
5.42%
Sole
414.32K
Shared
0.00
None
0.00
GARMIN LTD
SOLEShares293.81K
TypeSH
Market value$72.34M
5.07%
Sole
293.81K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares351.32K
TypeSH
Market value$71.54M
5.01%
Sole
351.32K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares206.69K
TypeSH
Market value$68.19M
4.78%
Sole
206.69K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares131.05K
TypeSH
Market value$67.88M
4.75%
Sole
131.05K
Shared
0.00
None
0.00
NASDAQ INC
SOLEShares717.22K
TypeSH
Market value$63.44M
4.44%
Sole
717.22K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares83.75K
TypeSH
Market value$61.50M
4.31%
Sole
83.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares228.41K
TypeSH
Market value$58.16M
4.07%
Sole
228.41K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares264.04K
TypeSH
Market value$57.98M
4.06%
Sole
264.04K
Shared
0.00
None
0.00
AXON ENTERPRISE INC
SOLEShares78.20K
TypeSH
Market value$56.12M
3.93%
Sole
78.20K
Shared
0.00
None
0.00
FERRARI N V
SOLEShares105.82K
TypeSH
Market value$51.34M
3.60%
Sole
105.82K
Shared
0.00
None
0.00
REDDIT INC
SOLEShares118.06K
TypeSH
Market value$27.15M
1.90%
Sole
118.06K
Shared
0.00
None
0.00
INTERACTIVE BROKERS GROUP IN
SOLEShares301.29K
TypeSH
Market value$20.73M
1.45%
Sole
301.29K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares135.90K
TypeSH
Market value$19.64M
1.38%
Sole
135.90K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares88.91K
TypeSH
Market value$18.90M
1.32%
Sole
88.91K
Shared
0.00
None
0.00
OREILLY AUTOMOTIVE INC
SOLEShares168.22K
TypeSH
Market value$18.14M
1.27%
Sole
168.22K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares80.18K
TypeSH
Market value$18.09M
1.27%
Sole
80.18K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares241.49K
TypeSH
Market value$17.98M
1.26%
Sole
241.49K
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares2.89K
TypeSH
Market value$15.61M
1.09%
Sole
2.89K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares65.06K
TypeSH
Market value$15.57M
1.09%
Sole
65.06K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DOORDASH INCSOLE | CL A | 316.89K | SH | $86.19M 6.04% | 316.89K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 345.57K | SH | $84.01M 5.88% | 345.57K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 182.87K | SH | $81.33M 5.70% | 182.87K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 527.87K | SH | $78.45M 5.50% | 527.87K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 280.75K | SH | $78.41M 5.49% | 280.75K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 414.32K | SH | $77.30M 5.42% | 414.32K | 0.00 | 0.00 |
GARMIN LTDSOLE | SHS | 293.81K | SH | $72.34M 5.07% | 293.81K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 351.32K | SH | $71.54M 5.01% | 351.32K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 206.69K | SH | $68.19M 4.78% | 206.69K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 131.05K | SH | $67.88M 4.75% | 131.05K | 0.00 | 0.00 |
NASDAQ INCSOLE | COM | 717.22K | SH | $63.44M 4.44% | 717.22K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 83.75K | SH | $61.50M 4.31% | 83.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 228.41K | SH | $58.16M 4.07% | 228.41K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 264.04K | SH | $57.98M 4.06% | 264.04K | 0.00 | 0.00 |
AXON ENTERPRISE INCSOLE | COM | 78.20K | SH | $56.12M 3.93% | 78.20K | 0.00 | 0.00 |
FERRARI N VSOLE | COM | 105.82K | SH | $51.34M 3.60% | 105.82K | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 118.06K | SH | $27.15M 1.90% | 118.06K | 0.00 | 0.00 |
INTERACTIVE BROKERS GROUP INSOLE | COM CL A | 301.29K | SH | $20.73M 1.45% | 301.29K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 135.90K | SH | $19.64M 1.38% | 135.90K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 88.91K | SH | $18.90M 1.32% | 88.91K | 0.00 | 0.00 |
OREILLY AUTOMOTIVE INCSOLE | COM | 168.22K | SH | $18.14M 1.27% | 168.22K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 80.18K | SH | $18.09M 1.27% | 80.18K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL A | 241.49K | SH | $17.98M 1.26% | 241.49K | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 2.89K | SH | $15.61M 1.09% | 2.89K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 65.06K | SH | $15.57M 1.09% | 65.06K | 0.00 | 0.00 |
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