§ 13F · FUND PROFILE
Stony Point Capital LLC.
AUM · $1.4B (13F)Positions · 35Turnover · n/a · Q2Filed · Aug 13, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$82M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 296K | $141M | 9.2% | +3% |
| 2 | GOOGL | ALPHABET INC | 365K | $130M | 8.5% | +3% |
| 3 | PANW | PALO ALTO NETWORKS INC | 371K | $126M | 8.2% | +3% |
| 4 | NVDA | NVIDIA CORPORATION | 504K | $101M | 6.5% | +3% |
| 5 | SNDK | SANDISK CORP | 41K | $93M | 6.1% | +4% |
| 6 | AVGO | BROADCOM INC | 218K | $82M | 5.4% | +3% |
| 7 | TSLA | TESLA INC | 193K | $81M | 5.3% | +3% |
| 8 | SHOP | SHOPIFY INC | 652K | $74M | 4.8% | +3% |
| 9 | GRMN | GARMIN LTD | 310K | $74M | 4.8% | +3% |
| 10 | AAPL | APPLE INC | 241K | $70M | 4.5% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STONY SIGNAL
AC read
Stony Point Capital LLC is a Other fund managing $1.4 billion in assets. The fund runs a portfolio of 35 positions.
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