Stony Point Capital LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.37 Billion distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Door Dash, Inc. with a value of $86.2M, Alphabet Inc. with a value of $84M, Tesla, Inc. with a value of $81.3M, Taiwan Semiconductor Manufacturing CO LTD with a value of $78.4M, and Shopify Inc. with a value of $78.4M.

Examining the 13F form we can see an increase of $66.3M in the current position value, from $1.3B to 1.37B.

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 $1.37 Billion
Technology: $644 Million
Communication Services: $280 Million
Consumer Cyclical: $244 Million
Financial Services: $116 Million
Industrials: $56.1 Million
Consumer Defensive: $15.5 Million
Real Estate: $15 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $1.37 Billion
  • Prior Value $1.3 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 6 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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