0001420506-23-000485.txt : 20230214 0001420506-23-000485.hdr.sgml : 20230214 20230214083600 ACCESSION NUMBER: 0001420506-23-000485 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230214 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Stony Point Capital LLC CENTRAL INDEX KEY: 0001776023 IRS NUMBER: 472251634 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19933 FILM NUMBER: 23622923 BUSINESS ADDRESS: STREET 1: 4 WORLD TRADE CENTER STREET 2: 29TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10007 BUSINESS PHONE: 646-847-3403 MAIL ADDRESS: STREET 1: 4 WORLD TRADE CENTER STREET 2: 29TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10007 FORMER COMPANY: FORMER CONFORMED NAME: Stony Point Capital Management LP DATE OF NAME CHANGE: 20190520 FORMER COMPANY: FORMER CONFORMED NAME: RJW CAPITAL LLC DATE OF NAME CHANGE: 20190508 FORMER COMPANY: FORMER CONFORMED NAME: RJW Capital, LLC DATE OF NAME CHANGE: 20190507 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001776023 XXXXXXXX 12-31-2022 12-31-2022 false Stony Point Capital LLC
4 WORLD TRADE CENTER 29TH FLOOR NEW YORK NY 10007
13F HOLDINGS REPORT 028-19933 000283066 801-119114 N
Richard Walters II Chief Investment Officer 646-847-3499 Richard Walters II, Chief Investment Officer NEW YORK NY 02-14-2023 0 34 282132363 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR STONY POINT CAPITAL LLC (5624) BRAZE INC COM CL A 10576N102 4472856 163961 SH SOLE 163961 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 10206376 7356 SH SOLE 7356 0 0 CROCS INC COM 227046109 13871558 127931 SH SOLE 127931 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 3817285 29443 SH SOLE 29443 0 0 DATADOG INC CL A COM 23804L103 12618260 171677 SH SOLE 171677 0 0 DOLLAR GEN CORP NEW COM 256677105 12765108 51838 SH SOLE 51838 0 0 DOMINOS PIZZA INC COM 25754A201 7197846 20779 SH SOLE 20779 0 0 DYNATRACE INC COM NEW 268150109 14242391 371864 SH SOLE 371864 0 0 ENDAVA PLC ADS 29260V105 6202391 81077 SH SOLE 81077 0 0 FACTSET RESH SYS INC COM 303075105 4150919 10346 SH SOLE 10346 0 0 FAIR ISAAC CORP COM 303250104 7339189 12261 SH SOLE 12261 0 0 FERRARI N V COM N3167Y103 16667173 77804 SH SOLE 77804 0 0 FIVE BELOW INC COM 33829M101 11319680 64000 SH SOLE 64000 0 0 GITLAB INC CLASS A COM 37637K108 6271720 138022 SH SOLE 138022 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 12141680 96088 SH SOLE 96088 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 5243132 72469 SH SOLE 72469 0 0 LULULEMON ATHLETICA INC COM 550021109 9986885 31172 SH SOLE 31172 0 0 MANHATTAN ASSOCIATES INC COM 562750109 8786689 72378 SH SOLE 72378 0 0 MICROSOFT CORP COM 594918104 4090130 17055 SH SOLE 17055 0 0 MSCI INC COM 55354G100 11677163 25103 SH SOLE 25103 0 0 NICE LTD SPONSORED ADR 653656108 7754690 40326 SH SOLE 40326 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 8719674 10331 SH SOLE 10331 0 0 PALO ALTO NETWORKS INC COM 697435105 6048640 43347 SH SOLE 43347 0 0 PINTEREST INC CL A 72352L106 9679975 398681 SH SOLE 398681 0 0 QUALYS INC COM 74758T303 5593319 49838 SH SOLE 49838 0 0 RH COM 74967X103 4047661 15149 SH SOLE 15149 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 6864792 24490 SH SOLE 24490 0 0 SCHWAB CHARLES CORP COM 808513105 9250602 111105 SH SOLE 111105 0 0 SERVICENOW INC COM 81762P102 8233265 21205 SH SOLE 21205 0 0 SNOWFLAKE INC CL A 833445109 7537429 52511 SH SOLE 52511 0 0 T-MOBILE US INC COM 872590104 5258260 37559 SH SOLE 37559 0 0 TYLER TECHNOLOGIES INC COM 902252105 6323105 19612 SH SOLE 19612 0 0 VISA INC COM CL A 92826C839 8159982 39276 SH SOLE 39276 0 0 ZSCALER INC COM 98980G102 5592538 49978 SH SOLE 49978 0 0