0001420506-23-001533.txt : 20230814 0001420506-23-001533.hdr.sgml : 20230814 20230814081407 ACCESSION NUMBER: 0001420506-23-001533 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 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: 231166456 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 06-30-2023 06-30-2023 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 08-14-2023 0 27 308204070 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR STONY POINT CAPITAL LLC (6287) BENTLEY SYS INC COM CL B 08265T208 4371318 80607 SH SOLE 80607 0 0 CHIPOTLE MEXICAN GRILL INC COM 169656105 9606249 4491 SH SOLE 4491 0 0 COSTAR GROUP INC COM 22160N109 16394423 184207 SH SOLE 184207 0 0 CYBERARK SOFTWARE LTD SHS M2682V108 15092255 96541 SH SOLE 96541 0 0 DATADOG INC CL A COM 23804L103 16861840 171395 SH SOLE 171395 0 0 DYNATRACE INC COM NEW 268150109 11956738 232305 SH SOLE 232305 0 0 FAIR ISAAC CORP COM 303250104 10052007 12422 SH SOLE 12422 0 0 FERRARI N V COM N3167Y103 24847345 76404 SH SOLE 76404 0 0 FIVE BELOW INC COM 33829M101 12251714 62337 SH SOLE 62337 0 0 GITLAB INC CLASS A COM 37637K108 7232014 141499 SH SOLE 141499 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 15134773 182193 SH SOLE 182193 0 0 MANHATTAN ASSOCIATES INC COM 562750109 18398354 92047 SH SOLE 92047 0 0 MSCI INC COM 55354G100 12268179 26142 SH SOLE 26142 0 0 OREILLY AUTOMOTIVE INC COM 67103H107 12098874 12665 SH SOLE 12665 0 0 PALO ALTO NETWORKS INC COM 697435105 7223779 28272 SH SOLE 28272 0 0 PINTEREST INC CL A 72352L106 8039956 294073 SH SOLE 294073 0 0 PTC INC COM 69370C100 7491099 52643 SH SOLE 52643 0 0 QUALYS INC COM 74758T303 6656776 51535 SH SOLE 51535 0 0 SERVICENOW INC COM 81762P102 12471238 22192 SH SOLE 22192 0 0 SHOPIFY INC CL A 82509L107 15440434 239016 SH SOLE 239016 0 0 SKECHERS U S A INC CL A 830566105 11427167 216999 SH SOLE 216999 0 0 SNOWFLAKE INC CL A 833445109 9057515 51469 SH SOLE 51469 0 0 T-MOBILE US INC COM 872590104 8231770 59264 SH SOLE 59264 0 0 TYLER TECHNOLOGIES INC COM 902252105 8293584 19914 SH SOLE 19914 0 0 VISA INC COM CL A 92826C839 9398983 39578 SH SOLE 39578 0 0 WORKDAY INC CL A 98138H101 10369480 45905 SH SOLE 45905 0 0 ZSCALER INC COM 98980G102 7536206 51512 SH SOLE 51512 0 0