account_balance
Investment manager · 13F filer · SEC CIK 1776023
Stony Point Capital LLC
Reported value$1.53Bas of Jun 30, 2026
Positions29 3 new, 5 sold out
Top 10 weight63.6%TSM alone is 9%
FiledAug 1344 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.2%Added +3%
GOOGLAlphabet Inc.
8.5%Added +3%
PANWPalo Alto Networks Inc
8.3%Added +3%
NVDANVIDIA Corp
6.6%Added +3%
SNDKSandisk Corp
6.1%Added +4%
AVGOBroadcom Inc.
5.4%Added +3%
TSLATesla, Inc.
5.3%Added +3%
SHOPShopify Inc.
4.9%Added +3%
GRMNGarmin Ltd
4.8%Added +3%
AAPLApple Inc.
4.6%Added +3%
AMZNAmazon.com Inc
4.3%Added +3%
DASHDoorDash, Inc.
4.0%Added +3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
9.2%+3%
GOOGLAlphabet Inc.
8.5%
PANWPalo Alto Networks Inc
8.3%
NVDANVIDIA Corp
6.6%+3%
SNDKSandisk Corp
6.1%+4%
AVGOBroadcom Inc.
5.4%+3%
TSLATesla, Inc.
5.3%
SHOPShopify Inc.
4.9%
GRMNGarmin Ltd
4.8%
AAPLApple Inc.
4.6%
AMZNAmazon.com Inc
4.3%
DASHDoorDash, Inc.
4.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
TSM Taiwan Semiconductor Manufacturing Co Ltd 9.2% Added +3%GOOGL Alphabet Inc. 8.5% Added +3%PANW Palo Alto Networks Inc 8.3% Added +3%NVDA NVIDIA Corp 6.6% Added +3%SNDK Sandisk Corp 6.1% Added +4%AVGO Broadcom Inc. 5.4% Added +3%TSLA Tesla, Inc. 5.3% Added +3%SHOP Shopify Inc. 4.9% Added +3%GRMN Garmin Ltd 4.8% Added +3%AAPL Apple Inc. 4.6% Added +3%AMZN Amazon.com Inc 4.3% Added +3%DASH DoorDash, Inc. 4.0% Added +3%
What changed
Biggest moves since Mar 31, 2026
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