Stony Point Capital LLC — 13F holdings

Stony Point Capital LLC reported 30 holdings worth $1.54B in its 13F filing for Q2 2026, filed August 13, 2026.

Largest positions

1. TSM TAIWAN SEMICONDUCTOR MFG LTD — $141M (9.2%)
2. GOOGL ALPHABET INC — $130M (8.5%)
3. PANW PALO ALTO NETWORKS INC — $126M (8.2%)
4. NVDA NVIDIA CORPORATION — $101M (6.5%)
5. SNDK SANDISK CORP — $93.5M (6.1%)
6. AVGO BROADCOM INC — $82.4M (5.4%)
7. TSLA TESLA INC — $81.2M (5.3%)
8. SHOP SHOPIFY INC — $74.4M (4.8%)
9. GRMN GARMIN LTD — $73.6M (4.8%)
10. AAPL APPLE INC — $69.7M (4.5%)