Stony Point Capital LLC
Stony Point Capital LLC reported 30 positions worth $1.54B as of June 30, 2026 (13F filed August 13, 2026). Largest holding: TSM (9.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | TSM | SH | $141.5M | 9.19% | 296,263 | — | — | |
| ▸ 2 | GOOGL | SH | $130.3M | 8.46% | 364,646 | — | — | |
| ▸ 3 | PANW | SH | $126.4M | 8.21% | 370,769 | — | — | |
| ▸ 4 | NVDA | SH | $100.8M | 6.54% | 503,550 | — | — | |
| ▸ 5 | SNDK | SH | $93.5M | 6.07% | 41,112 | — | — | |
| ▸ 6 | AVGO | SH | $82.4M | 5.35% | 218,203 | — | — | |
| ▸ 7 | TSLA | SH | $81.2M | 5.27% | 192,952 | — | — | |
| ▸ 8 | SHOP | SH | $74.4M | 4.83% | 651,765 | — | — | |
| ▸ 9 | GRMN | SH | $73.6M | 4.78% | 309,740 | — | — | |
| ▸ 10 | AAPL | SH | $69.7M | 4.53% | 241,031 | — | — |
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Frequently Asked Questions
What stocks does Stony Point Capital LLC hold as of Q2 2026?
Stony Point Capital LLC reported 30 positions worth $1.54B in its Q2 2026 13F filing. Largest positions: TSM (9.2%), GOOGL (8.5%), PANW (8.2%), NVDA (6.5%) and SNDK (6.1%).
What did Stony Point Capital LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stony Point Capital LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.