$177 Million is the total value of Stony Point Capital LLC's 25 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DDOG | New | DATADOG INC | $7,896,000 | – | 90,813 | +100.0% | 4.46% | – |
| LAMR | New | LAMAR ADVERTISING CO NEWcl a | $6,162,000 | – | 92,300 | +100.0% | 3.48% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $5,958,000 | – | 20,000 | +100.0% | 3.37% | – |
| PINS | New | PINTEREST INCcl a | $5,640,000 | – | 254,415 | +100.0% | 3.19% | – |
| FIVE | New | FIVE BELOW INC | $4,811,000 | – | 45,000 | +100.0% | 2.72% | – |
| CDLX | New | CARDLYTICS INC | $3,100,000 | – | 44,300 | +100.0% | 1.75% | – |
| CSGP | New | COSTAR GROUP INC | $3,056,000 | – | 4,300 | +100.0% | 1.73% | – |
| PLCE | New | CHILDRENS PL INC | $2,109,000 | – | 56,370 | +100.0% | 1.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DATADOG INC | 14 | Q3 2023 | 7.1% |
| SHOPIFY INC | 12 | Q3 2023 | 5.0% |
| SNOWFLAKE INC | 12 | Q2 2023 | 4.2% |
| TWILIO INC | 11 | Q2 2022 | 9.8% |
| RH | 10 | Q4 2022 | 6.2% |
| CHEGG INC | 9 | Q1 2022 | 6.7% |
| ATLASSIAN CORP PLC | 9 | Q4 2021 | 8.3% |
| COUPA SOFTWARE INC | 9 | Q4 2021 | 7.6% |
| PINTEREST INC | 9 | Q2 2023 | 7.8% |
| OKTA INC | 9 | Q4 2021 | 4.8% |
View Stony Point Capital LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Stony Point Capital LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.