Stony Point Capital LLC: 13F holdings
CIK 17760232026Q2
| Positions | 30 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-08-13 |
|---|
Change since last quarter
| Positions | 30 (-2 vs prior quarter) |
|---|
| Reported value | $1.5bn (+23.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 296,263 | $141.5m | 9.2% |
| GOOGL ALPHABET INC | 364,646 | $130.3m | 8.5% |
| PANW PALO ALTO NETWORKS INC | 370,769 | $126.4m | 8.2% |
| NVDA NVIDIA CORPORATION | 503,550 | $100.8m | 6.5% |
| SNDK SANDISK CORP | 41,112 | $93.5m | 6.1% |
| AVGO BROADCOM INC | 218,203 | $82.4m | 5.4% |
| TSLA TESLA INC | 192,952 | $81.2m | 5.3% |
| SHOP SHOPIFY INC | 651,765 | $74.4m | 4.8% |
| GARMIN LTD | 309,740 | $73.6m | 4.8% |
| AAPL APPLE INC | 241,031 | $69.7m | 4.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1776023")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples