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Size ($ in 1000's)
At 12/31/2023: $302,790
At 09/30/2023: $294,416
Stony Point Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Stony Point Capital LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Stony Point Capital LLC top holdings by largest position size, as per the latest 13f filing made by Stony Point Capital LLC.
In the Stony Point Capital LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Stony Point Capital LLC in that top holding, then the share count change between reporting periods, and finally the Stony Point Capital LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DATADOG INC |
190,268 |
+16,337 |
$23,095 | | DDOG | 190,268 | +16,337 | $23,095 | | CYBERARK SOFTWARE LTD |
93,026 |
-4,824 |
$20,377 | | CYBR | 93,026 | -4,824 | $20,377 | | FERRARI N V |
59,319 |
-2,245 |
$20,075 | | RACE | 59,319 | -2,245 | $20,075 | | MANHATTAN ASSOCIATES INC |
80,860 |
-7,152 |
$17,411 | | MANH | 80,860 | -7,152 | $17,411 | | SERVICENOW INC |
24,621 |
+110 |
$17,394 | | NOW | 24,621 | +110 | $17,394 | | PALO ALTO NETWORKS INC |
55,314 |
+20,698 |
$16,311 | | PANW | 55,314 | +20,698 | $16,311 | | CHIPOTLE MEXICAN GRILL INC |
6,293 |
+27 |
$14,392 | | CMG | 6,293 | +27 | $14,392 | | META PLATFORMS INC |
39,169 |
+160 |
$13,864 | | META | 39,169 | +160 | $13,864 | | COSTAR GROUP INC |
149,160 |
-37,553 |
$13,035 | | CSGP | 149,160 | -37,553 | $13,035 | | DYNATRACE INC |
237,287 |
+1,673 |
$12,977 | | DT | 237,287 | +1,673 | $12,977 | | WORKDAY INC |
46,720 |
+204 |
$12,898 | | WDAY | 46,720 | +204 | $12,898 | | MSCI INC |
22,734 |
-5,350 |
$12,859 | | MSCI | 22,734 | -5,350 | $12,859 | | TJX COS INC NEW |
135,437 |
-20,302 |
$12,705 | | TJX | 135,437 | -20,302 | $12,705 | | LULULEMON ATHLETICA INC |
22,229 |
+91 |
$11,365 | | LULU | 22,229 | +91 | $11,365 | | FAIR ISAAC CORP |
9,515 |
-1,325 |
$11,076 | | FICO | 9,515 | -1,325 | $11,076 | | SHOPIFY INC |
134,107 |
-107,936 |
$10,447 | | SHOP | 134,107 | -107,936 | $10,447 | | BENTLEY SYS INC |
185,837 |
-48,295 |
$9,697 | | BSY | 185,837 | -48,295 | $9,697 | | ZSCALER INC |
40,461 |
-11,609 |
$8,965 | | ZS | 40,461 | -11,609 | $8,965 | | MICROSOFT CORP |
22,956 |
+22,956 |
$8,632 | | MSFT | 22,956 | +22,956 | $8,632 | | PTC INC |
42,830 |
-10,527 |
$7,494 | | PTC | 42,830 | -10,527 | $7,494 | | MONGODB INC |
18,159 |
+18,159 |
$7,424 | | MDB | 18,159 | +18,159 | $7,424 | | AMAZON COM INC |
47,788 |
-12,457 |
$7,261 | | AMZN | 47,788 | -12,457 | $7,261 | | THE TRADE DESK INC |
85,994 |
-15,664 |
$6,188 | | TTD | 85,994 | -15,664 | $6,188 | | COPART INC |
100,339 |
+100,339 |
$4,917 | | CPRT | 100,339 | +100,339 | $4,917 |
See Full List: All Stocks Held By Stony Point Capital LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Stony Point Capital LLC
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