StockDriftsStockDriftsTop 31 Stony Point Capital Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | 8.21% | 352.9K | $101.5M | -0.43%(-1.54K) | $172.62(+129.86%) | 2026-03-31 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 7.84% | 286.7K | $96.9M | -0.44%(-1.25K) | $196.14(+106.15%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.87% | 487.5K | $85.0M | +14.70%(+62.48K) | $134.09(+68.03%) | 2026-03-31 | |
| SHOP | SHOPIFY INC | 6.06% | 631.4K | $74.9M | +16.64%(+90.07K) | $105.39(-4.85%) | 2026-03-31 | |
| GRMN | GARMIN LTD | 5.63% | 300.1K | $69.6M | -0.43%(-1.31K) | $202.94(+11.24%) | 2026-03-31 | |
| TSLA | TESLA INC | 5.61% | 186.8K | $69.4M | -0.44%(-816) | $272.04(+55.21%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 5.28% | 211.0K | $65.3M | -0.51%(-1.09K) | $197.83(+114.93%) | 2026-03-31 | |
| NDAQ | NASDAQ INC | 5.03% | 732.5K | $62.2M | -0.43%(-3.20K) | $82.75(+10.05%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.79% | 233.3K | $59.2M | -0.43%(-1.02K) | $218.52(+37.39%) | 2026-03-31 | |
| PANW | PALO ALTO NETWORKS INC | 4.65% | 358.8K | $57.5M | -0.32%(-1.17K) | $156.72(+54.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.71% | +58.99% |
| Top 20 Holdings Unweighted | +16.18% | +56.84% |
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