Long-term investor
Stony Point Capital LLC @stonypointcapitalllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001776023).
Record
- Tracked since 2025-06-30 (454 days), 66 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +17.4%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- TSM · 9.2% · long · since 2025-06-30
- GOOGL · 8.5% · long · since 2025-06-30
- PANW · 8.2% · long · since 2025-06-30
- NVDA · 6.5% · long · since 2025-06-30
- SNDK · 6.1% · long · since 2026-03-31
- AVGO · 5.4% · long · since 2025-06-30
- TSLA · 5.3% · long · since 2025-06-30
- SHOP · 4.8% · long · since 2025-06-30
- GRMN · 4.8% · long · since 2025-06-30
- AAPL · 4.5% · long · since 2025-06-30
- AMZN · 4.3% · long · since 2025-06-30
- DASH · 4.0% · long · since 2025-06-30