Stony Point Capital LLC
CIK 1776023
13F filing for Q2 2026・No. 1,968
- Holdings
- US$1.54B
- Quarter change
- +US$296.27M
- Entries
- 30
- Net bought (estimate)
- +US$2.12M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 3
- Sold out 5
- Cut 0
- Added 26
- Corporate actions 0
- Unchanged 0
Largest holdings
29 stocks worth US$1.53B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| TSMTSMC ADRSPONSORED ADS | Added | 296,263 | US$141.49M | 9.24% |
| GOOGLAlphabetCAP STK CL A | Added | 364,646 | US$130.31M | 8.51% |
| PANWPALO ALTO NETWORKS INCCOM | Added | 370,769 | US$126.44M | 8.26% |
| NVDANvidiaCOM | Added | 503,550 | US$100.76M | 6.58% |
| SNDKSANDISK CORPCOM | Added | 41,112 | US$93.48M | 6.11% |
| AVGOBroadcomCOM | Added | 218,203 | US$82.43M | 5.38% |
| TSLATeslaCOM | Added | 192,952 | US$81.16M | 5.30% |
| SHOPSHOPIFY INCCL A SUB VTG SHS | Added | 651,765 | US$74.42M | 4.86% |
| GRMNGARMIN LTDSHS | Added | 309,740 | US$73.58M | 4.81% |
| AAPLAppleCOM | Added | 241,031 | US$69.74M | 4.56% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.