Stony Point Capital LLC - Q42025 Holdings

Stony Point Capital LLC holds 32 stocks with a total portfolio value of $ 1.36B as of Q42025. In Q42025, Stony Point Capital LLC added 1 new position, increased stakes in 29 stocks, reduced 2 holdings, and fully exited 4 positions. The largest holding is Alphabet Inc (GOOGL), representing 8.14% of the total portfolio.