Stony Point Capital LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| ALPHABET INC | 0 | 354,479 | +354,479 | 0 | 110,951,927 | +110,951,927 |
| TAIWAN SEMICONDUCTOR MFG LTD | 0 | 287,980 | +287,980 | 0 | 87,514,242 | +87,514,242 |
| SHOPIFY INC | 0 | 541,316 | +541,316 | 0 | 87,135,637 | +87,135,637 |
| NASDAQ INC | 0 | 735,705 | +735,705 | 0 | 71,459,027 | +71,459,027 |
| INVESCO QQQ TR(Put) | 0 | 11,500 | +11,500 | 0 | 7,064,565 | +7,064,565 |
| APPLE INC | 0 | 234,296 | +234,296 | 0 | 63,695,710 | +63,695,710 |
| BROADCOM INC | 0 | 212,120 | +212,120 | 0 | 73,414,732 | +73,414,732 |
| AMAZON COM INC | 0 | 270,730 | +270,730 | 0 | 62,489,898 | +62,489,898 |
| CAPITAL ONE FINL CORP | 0 | 91,179 | +91,179 | 0 | 22,098,142 | +22,098,142 |
| TESLA INC | 0 | 187,579 | +187,579 | 0 | 84,358,028 | +84,358,028 |
| NVIDIA CORPORATION | 0 | 424,989 | +424,989 | 0 | 79,260,448 | +79,260,448 |
| TJX COS INC NEW | 0 | 139,364 | +139,364 | 0 | 21,407,704 | +21,407,704 |
| SCHWAB CHARLES CORP | 0 | 140,449 | +140,449 | 0 | 14,032,260 | +14,032,260 |
| REDDIT INC | 0 | 121,087 | +121,087 | 0 | 27,834,269 | +27,834,269 |
| BOOKING HOLDINGS INC | 0 | 2,966 | +2,966 | 0 | 15,883,909 | +15,883,909 |
| SNOWFLAKE INC | 0 | 82,137 | +82,137 | 0 | 18,017,572 | +18,017,572 |
| DATADOG INC | 0 | 95,551 | +95,551 | 0 | 12,993,980 | +12,993,980 |
| INTERACTIVE BROKERS GROUP IN | 0 | 309,058 | +309,058 | 0 | 19,875,520 | +19,875,520 |
| DIGITAL RLTY TR INC | 0 | 89,124 | +89,124 | 0 | 13,788,374 | +13,788,374 |
| T-MOBILE US INC | 0 | 66,731 | +66,731 | 0 | 13,549,062 | +13,549,062 |
| SERVICENOW INC | 0 | 80,235 | +80,235 | 0 | 12,291,200 | +12,291,200 |
| OREILLY AUTOMOTIVE INC | 0 | 172,557 | +172,557 | 0 | 15,738,924 | +15,738,924 |
| NETFLIX INC | 0 | 122,946 | +122,946 | 0 | 11,527,417 | +11,527,417 |
| MICROSOFT CORP | 0 | 134,424 | +134,424 | 0 | 65,010,134 | +65,010,134 |
| META PLATFORMS INC | 0 | 85,958 | +85,958 | 0 | 56,740,017 | +56,740,017 |
| PALO ALTO NETWORKS INC | 0 | 359,949 | +359,949 | 0 | 66,302,606 | +66,302,606 |
| COSTCO WHSL CORP NEW | 0 | 8,982 | +8,982 | 0 | 7,745,538 | +7,745,538 |
| AXON ENTERPRISE INC | 0 | 79,871 | +79,871 | 0 | 45,361,137 | +45,361,137 |
| GARMIN LTD | 0 | 301,381 | +301,381 | 0 | 61,135,136 | +61,135,136 |
| FERRARI N V | 0 | 108,439 | +108,439 | 0 | 40,074,717 | +40,074,717 |
| SAP SE | 0 | 0 | 0 | 0 | 0 | 0 |
| DOORDASH INC | 0 | 325,053 | +325,053 | 0 | 73,618,003 | +73,618,003 |
| CLOUDFLARE INC | 0 | 2,847 | +2,847 | 0 | 561,286 | +561,286 |
| FLUTTER ENTMT PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| ARM HOLDINGS PLC | 0 | 0 | 0 | 0 | 0 | 0 |
| ZILLOW GROUP INC | 0 | 0 | 0 | 0 | 0 | 0 |