Stony Point Capital LLC holdings history

Add to watchlist

117 is the total number of securities Stony Point Capital LLC has owned. The longest Stony Point Capital LLC has owned a single stock is 14 quarters.

Stony Point Capital LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
DDOG DATADOG INC14143.13%4.93%7.09%Q2 2020Q3 202314
SHOP SHOPIFY INC932.51%3.63%5.01%Q4 2019Q3 202312
SNOW SNOWFLAKE INC12120.52%2.83%4.20%Q3 2020Q2 202312
TWLO TWILIO INC11112.90%6.68%9.83%Q4 2019Q2 202211
RH RH10101.44%3.92%6.19%Q3 2020Q4 202210
CHGG CHEGG INC993.47%5.34%6.69%Q1 2020Q1 20229
TEAM ATLASSIAN CORP PLC992.40%5.19%8.26%Q4 2019Q4 20219
COUP COUPA SOFTWARE INC992.20%4.87%7.65%Q4 2019Q4 20219
PINS PINTEREST INC631.70%4.33%7.78%Q2 2020Q2 20239
OKTA OKTA INC992.39%3.74%4.79%Q4 2019Q4 20219
ZS ZSCALER INC721.98%3.31%6.38%Q4 2019Q3 20239
PANW PALO ALTO NETWORKS INC990.89%2.42%3.52%Q3 2021Q3 20239
RACE FERRARI N V882.61%5.53%8.06%Q4 2021Q3 20238
MANH MANHATTAN ASSOCIATES INC882.49%3.98%5.97%Q4 2021Q3 20238
CMG CHIPOTLE MEXICAN GRILL...882.63%3.92%5.94%Q4 2021Q3 20238
DAVA ENDAVA PLC881.98%3.16%4.88%Q2 2021Q1 20238
NFLX NETFLIX INC882.13%3.09%4.52%Q1 2020Q4 20218
NICE NICE LTD882.13%2.99%4.34%Q2 2021Q1 20238
FICO FAIR ISAAC CORP531.29%2.49%3.26%Q2 2021Q3 20238
DT DYNATRACE INC773.74%4.49%5.38%Q1 2022Q3 20237
MSCI MSCI INC771.66%3.54%5.04%Q1 2022Q3 20237
CHWY CHEWY INC771.60%3.24%6.45%Q4 2019Q2 20217
CSGP COSTAR GROUP INC521.73%3.07%5.32%Q2 2020Q3 20237
TMUS T-MOBILE US INC611.72%2.44%2.94%Q1 2021Q2 20237
ORLY OREILLY AUTOMOTIVE INC661.93%3.25%4.47%Q1 2022Q2 20236
NOW SERVICENOW INC661.61%3.17%4.65%Q2 2022Q3 20236
GITLAB INC661.66%2.26%2.74%Q1 2022Q2 20236
TYL TYLER TECHNOLOGIES INC660.62%2.13%2.69%Q2 2022Q3 20236
SPT SPROUT SOCIAL INC660.97%2.12%2.93%Q1 2021Q2 20226
QLYS QUALYS INC510.79%2.00%2.54%Q4 2019Q3 20236
SMAR SMARTSHEET INC553.20%4.73%5.76%Q4 2019Q4 20205
CPRT COPART INC552.98%4.70%5.86%Q4 2019Q4 20205
FB META PLATFORMS INC213.60%4.09%4.88%Q1 2020Q3 20235
LBRDA LIBERTY BROADBAND CORP553.11%3.93%4.51%Q1 2020Q1 20215
SE SEA LTD553.09%3.90%4.68%Q3 2020Q3 20215
PTON PELOTON INTERACTIVE INC552.20%3.86%6.00%Q4 2020Q4 20215
AYX ALTERYX INC551.06%3.86%6.25%Q4 2019Q4 20205
IBKR INTERACTIVE BROKERS GR...551.58%3.71%5.15%Q3 2022Q3 20235
MSFT MICROSOFT CORP551.45%3.44%5.15%Q4 2021Q4 20225
FIVE FIVE BELOW INC310.51%3.09%4.23%Q4 2019Q2 20235
V VISA INC552.43%2.91%3.13%Q3 2022Q3 20235
SBAC SBA COMMUNICATIONS COR...322.22%2.80%3.59%Q2 2020Q1 20235
CDLX CARDLYTICS INC551.75%2.78%3.72%Q2 2020Q2 20215
MDB MONGODB INC321.72%2.70%3.48%Q4 2019Q3 20225
TTD THE TRADE DESK INC310.99%2.41%3.77%Q4 2019Q3 20235
IAS INTEGRAL AD SCIENCE HL...550.80%1.99%2.39%Q2 2021Q2 20225
BRAZE INC551.58%1.84%2.18%Q4 2021Q4 20225
SONO SONOS INC442.67%4.67%5.78%Q1 2021Q4 20214
PLNT PLANET FITNESS INC441.83%4.49%6.63%Q4 2019Q3 20204
CYBR CYBERARK SOFTWARE LTD441.35%3.98%5.44%Q4 2022Q3 20234
POOL POOL CORP442.35%3.25%3.91%Q4 2021Q3 20224
ELY CALLAWAY GOLF CO441.57%3.18%4.34%Q2 2021Q1 20224
AMZN AMAZON COM INC311.10%2.95%4.25%Q1 2022Q3 20234
NET CLOUDFLARE INC442.08%2.85%4.29%Q1 2021Q4 20214
H HYATT HOTELS CORP221.86%2.32%2.58%Q3 2020Q1 20224
JAMF JAMF HLDG CORP440.88%1.72%2.78%Q3 2021Q2 20224
IAC IAC INTERACTIVECORP334.83%6.01%7.47%Q4 2019Q2 20203
HLT HILTON WORLDWIDE HLDGS...332.58%3.85%4.68%Q3 2022Q1 20233
PYPL PAYPAL HLDGS INC333.21%3.84%4.89%Q3 2020Q1 20213
ULTA ULTA BEAUTY INC332.83%3.68%4.33%Q4 2021Q2 20223
WDAY WORKDAY INC333.05%3.27%3.39%Q1 2023Q3 20233
DG DOLLAR GEN CORP NEW330.61%3.18%4.52%Q2 2022Q4 20223
LULU LULULEMON ATHLETICA INC212.50%2.98%3.54%Q3 2022Q3 20233
BKNG BOOKING HOLDINGS INC332.23%2.65%3.16%Q1 2022Q3 20223
DPZ DOMINOS PIZZA INC212.23%2.37%2.55%Q3 2020Q4 20223
GOOS CANADA GOOSE HOLDINGS INC330.68%2.34%4.79%Q4 2019Q2 20203
ZNGA ZYNGA INC331.77%1.93%2.06%Q1 2021Q3 20213
HUBS HUBSPOT INC331.46%1.92%2.23%Q4 2021Q2 20223
PHR PHREESIA INC331.15%1.69%1.97%Q1 2021Q3 20213
NDLS NOODLES & CO330.60%1.06%1.50%Q1 2021Q3 20213
IAC IAC INTERACTIVECORP NEW223.92%4.68%5.44%Q3 2020Q4 20202
CRWD CROWDSTRIKE HLDGS INC222.80%3.55%4.31%Q1 2020Q2 20202
FTCH FARFETCH LTD223.38%3.50%3.61%Q3 2021Q4 20212
LAMR LAMAR ADVERTISING CO NEW223.05%3.26%3.48%Q2 2020Q3 20202
SBGI SINCLAIR BROADCAST GRO...223.04%3.26%3.49%Q4 2019Q1 20202
SHAK SHAKE SHACK INC221.80%3.18%4.56%Q4 2019Q1 20202
SCHW SCHWAB CHARLES CORP222.79%3.04%3.28%Q3 2022Q4 20222
SKX SKECHERS U S A INC222.36%3.03%3.71%Q1 2023Q2 20232
BSY BENTLEY SYS INC221.42%2.70%3.99%Q2 2023Q3 20232
FIZZ NATIONAL BEVERAGE CORP222.45%2.57%2.68%Q3 2020Q4 20202
PTC PTC INC222.43%2.50%2.57%Q2 2023Q3 20232
PRPL PURPLE INNOVATION INC221.86%2.38%2.89%Q2 2021Q3 20212
VAC MARRIOTT VACATIONS WOR...221.41%2.27%3.12%Q3 2021Q4 20212
TW TRADEWEB MKTS INC221.41%2.13%2.85%Q1 2022Q2 20222
FVRR FIVERR INTL LTD221.30%1.79%2.28%Q2 2021Q3 20212
FDS FACTSET RESH SYS INC221.47%1.51%1.54%Q4 2022Q1 20232
LBRDK LIBERTY BROADBAND CORP220.12%1.02%1.92%Q2 2022Q3 20222
SPLK SPLUNK INC115.15%5.15%5.15%Q4 2019Q4 20191
CROX CROCS INC114.92%4.92%4.92%Q4 2022Q4 20221
TJX TJX COS INC NEW114.70%4.70%4.70%Q3 2023Q3 20231
BURL BURLINGTON STORES INC113.57%3.57%3.57%Q3 2023Q3 20231
MTCH MATCH GROUP INC NEW113.54%3.54%3.54%Q2 2022Q2 20221
EYE NATIONAL VISION HLDGS INC113.37%3.37%3.37%Q4 2019Q4 20191
NKE NIKE INC113.02%3.02%3.02%Q4 2019Q4 20191
SAM BOSTON BEER INC112.68%2.68%2.68%Q2 2021Q2 20211
VICTORIAS SECRET AND CO112.56%2.56%2.56%Q3 2021Q3 20211
HD HOME DEPOT INC112.54%2.54%2.54%Q3 2022Q3 20221
BOOT BOOT BARN HLDGS INC112.52%2.52%2.52%Q1 2020Q1 20201
ADBE ADOBE SYSTEMS INCORPOR...112.06%2.06%2.06%Q4 2021Q4 20211
UBER UBER TECHNOLOGIES INC112.00%2.00%2.00%Q1 2021Q1 20211
AEO AMERICAN EAGLE OUTFITT...111.94%1.94%1.94%Q1 2021Q1 20211
FRPT FRESHPET INC111.70%1.70%1.70%Q3 2021Q3 20211
PLAN ANAPLAN INC111.50%1.50%1.50%Q4 2020Q4 20201
CCOI COGENT COMMUNICATIONS ...111.28%1.28%1.28%Q3 2020Q3 20201
PLCE CHILDRENS PL INC111.19%1.19%1.19%Q2 2020Q2 20201
ANF ABERCROMBIE & FITCH CO111.14%1.14%1.14%Q1 2023Q1 20231
ABNB AIRBNB INC110.32%0.32%0.32%Q4 2020Q4 20201
S SENTINELONE INC110.28%0.28%0.28%Q2 2021Q2 20211
PATH UIPATH INC110.27%0.27%0.27%Q2 2021Q2 20211
RIVIAN AUTOMOTIVE INC110.19%0.19%0.19%Q4 2021Q4 20211
GCI GANNETT CO INC110.17%0.17%0.17%Q1 2021Q1 20211
DOCS DOXIMITY INC110.15%0.15%0.15%Q2 2021Q2 20211
FRESHWORKS INC110.12%0.12%0.12%Q3 2021Q3 20211
FORGEROCK INC110.11%0.11%0.11%Q3 2021Q3 20211
LZ LEGALZOOM COM INC110.05%0.05%0.05%Q2 2021Q2 20211
CFLT CONFLUENT INC110.01%0.01%0.01%Q2 2021Q2 20211
SPORTRADAR GROUP AG110.01%0.01%0.01%Q3 2021Q3 20211
 Download

The securities at the top of the list , including DATADOG INC, SHOPIFY INC, and SNOWFLAKE INC, are the highest-conviction holdings of Stony Point Capital LLC.

The conviction is calculated by counting the number of quarters a security has been reported by Stony Point Capital LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Stony Point Capital LLC owns currently or has owned in the past.