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Name: |
Stony Point Capital LLC |
City: |
NEW YORK |
State: |
NY |
Zip: |
10007 |
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Holdings
Found :
14 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
FB |
Meta Platforms Inc |
5 |
- |
$468.84 |
$19,020,000 |
39,169 |
6.24% |
5,156,000 |
0 |
0.002 |
Internet Service Prov... |
|
CMG |
Chipotle Mexican Grill Inc |
6 |
- |
$3,176.39 |
$18,292,000 |
6,293 |
6% |
3,900,000 |
0 |
0.022 |
Restaurants |
|
PANW |
Palo Alto Networks Inc |
8 |
- |
$323.77 |
$15,716,000 |
55,314 |
5.16% |
-595,000 |
0 |
0.018 |
Networking & Communic... |
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CSGP |
CoStar Group Inc |
9 |
- |
$87.52 |
$14,409,000 |
149,160 |
4.73% |
1,374,000 |
0 |
0.037 |
Business Software & S... |
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TJX |
TJX Companies Inc |
10 |
- |
$97.79 |
$13,736,000 |
135,437 |
4.51% |
1,031,000 |
0 |
0.011 |
Discount, Variety Stores |
|
WDAY |
Workday, Inc. |
11 |
- |
$259.50 |
$12,743,000 |
46,720 |
4.18% |
-155,000 |
0 |
0.023 |
Application Software |
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MSCI |
Msci Inc |
12 |
- |
$512.26 |
$12,741,000 |
22,734 |
4.18% |
-118,000 |
0 |
0.027 |
Business Services |
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BSY |
Bentley Systems Inc |
14 |
- |
$57.05 |
$9,704,000 |
185,837 |
3.19% |
7,000 |
0 |
0.071 |
N/A |
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MSFT |
Microsoft Corp |
15 |
- |
$425.34 |
$9,658,000 |
22,956 |
3.17% |
1,026,000 |
0 |
0 |
Application Software |
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AMZN |
Amazon.com Inc |
17 |
- |
$183.54 |
$8,620,000 |
47,788 |
2.83% |
1,359,000 |
0 |
0 |
Internet Software & S... |
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PTC |
PTC INC |
18 |
- |
$184.00 |
$8,092,000 |
42,830 |
2.66% |
598,000 |
0 |
0.037 |
Technical & System So... |
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ZS |
Zscaler Inc |
19 |
- |
$180.60 |
$7,794,000 |
40,461 |
2.56% |
-1,171,000 |
0 |
0.03 |
N/A |
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CPRT |
Copart Inc |
22 |
- |
$54.92 |
$5,812,000 |
100,339 |
1.91% |
895,000 |
0 |
0.01 |
Auto Dealerships |
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IBKR |
Interactive Brokers Group Inc |
25 |
- |
$113.50 |
$2,603,000 |
23,297 |
0.85% |
672,000 |
0 |
0.023 |
Investment Brokerage ... |
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