Stony Point Capital LLC
NEW YORK NY · SEC CIK 0001776023
$12.43亿2026Q1 申报市值
32持仓数
59.6%前十大占比 · 第一大 8.2%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SNDK 新建仓+$2,521.98万
TOST 新建仓+$2,174.83万
HLT 新建仓+$1,861.49万
NVDA 加仓+$1,089.56万
SHOP 加仓+$1,068.45万
2026Q1 卖出最多 按季末市值估算
RACE 减仓-$1,841.78万
BKNG 清仓-$1,588.39万
SCHW 清仓-$1,403.23万
NET 清仓-$56.13万
GOOGL 减仓-$44.31万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $1.01亿 | 8.16% | 352,938 | -1,541 | -0.4% | -$44.31万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $9,689.94万 | 7.79% | 286,727 | -1,253 | -0.4% | -$42.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $8,501.37万 | 6.84% | 487,464 | 62,475 | 14.7% | $1,089.56万 | 加仓 |
| SHOP | SHOPIFY INC | $7,489.54万 | 6.02% | 631,389 | 90,073 | 16.6% | $1,068.45万 | 加仓 |
| GRMN | GARMIN LTD | $6,961.95万 | 5.60% | 300,071 | -1,310 | -0.4% | -$30.39万 | 减仓 |
| TSLA | TESLA INC | $6,942.91万 | 5.58% | 186,763 | -816 | -0.4% | -$30.33万 | 减仓 |
| AVGO | BROADCOM INC | $6,531.68万 | 5.25% | 211,033 | -1,087 | -0.5% | -$33.64万 | 减仓 |
| NDAQ | NASDAQ INC | $6,218.23万 | 5.00% | 732,505 | -3,200 | -0.4% | -$27.16万 | 减仓 |
| AAPL | APPLE INC | $5,920.39万 | 4.76% | 233,279 | -1,017 | -0.4% | -$25.81万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $5,751.96万 | 4.63% | 358,780 | -1,169 | -0.3% | -$18.74万 | 减仓 |
| AMZN | AMAZON COM INC | $5,617.69万 | 4.52% | 269,731 | -999 | -0.4% | -$20.81万 | 减仓 |
| MSFT | MICROSOFT CORP | $4,954.32万 | 3.98% | 133,839 | -585 | -0.4% | -$21.65万 | 减仓 |
| META | META PLATFORMS INC | $4,892.11万 | 3.93% | 85,507 | -451 | -0.5% | -$25.80万 | 减仓 |
| DASH | DOORDASH INC | $4,859.42万 | 3.91% | 323,638 | -1,415 | -0.4% | -$21.25万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $3,391.79万 | 2.73% | 79,865 | -6 | -0.0% | -$2,548 | 减仓 |
| SNDK | SANDISK CORP | $2,521.98万 | 2.03% | 39,695 | 39,695 | — | $2,521.98万 | 新建仓 |
| TJX | TJX COS INC NEW | $2,216.89万 | 1.78% | 138,816 | -548 | -0.4% | -$8.75万 | 减仓 |
| TOST | TOAST INC | $2,174.83万 | 1.75% | 820,382 | 820,382 | — | $2,174.83万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2,063.81万 | 1.66% | 307,710 | -1,348 | -0.4% | -$9.04万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,861.49万 | 1.50% | 61,217 | 61,217 | — | $1,861.49万 | 新建仓 |
| RACE | FERRARI N V | $1,828.34万 | 1.47% | 54,021 | -54,418 | -50.2% | -$1,841.78万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,656.65万 | 1.33% | 90,810 | -369 | -0.4% | -$6.73万 | 减仓 |
| RDDT | REDDIT INC | $1,623.69万 | 1.31% | 120,586 | -501 | -0.4% | -$6.75万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $1,599.13万 | 1.29% | 88,737 | -387 | -0.4% | -$6.97万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,585.95万 | 1.28% | 171,807 | -750 | -0.4% | -$6.92万 | 减仓 |
| TMUS | T-MOBILE US INC | $1,395.46万 | 1.12% | 66,441 | -290 | -0.4% | -$6.09万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,235.14万 | 0.99% | 81,895 | -242 | -0.3% | -$3.65万 | 减仓 |
| NFLX | NETFLIX INC. | $1,178.29万 | 0.95% | 122,547 | -399 | -0.3% | -$3.84万 | 减仓 |
| DDOG | DATADOG INC | $1,124.49万 | 0.90% | 95,255 | -296 | -0.3% | -$3.49万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $895.59万 | 0.72% | 8,988 | 6 | 0.1% | $5,979 | 加仓 |
| NOW | SERVICENOW INC | $834.52万 | 0.67% | 79,820 | -415 | -0.5% | -$4.34万 | 减仓 |
| QQQ | INVESCO QQQ TR 看跌期权 | $663.76万 | 0.53% | 11,500 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -2,966 | -100.0% | -$1,588.39万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -140,449 | -100.0% | -$1,403.23万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | -2,847 | -100.0% | -$56.13万 | 清仓 |