Stony Point Capital LLC Diversified Active

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
GOOGL	ALPHABET INC	354,479 (+2.6%)	$110,952 (+32.1%)	8.1%	$174.90	+63.3%	CAP STK CL A	02079K305
DASH	DOORDASH INC	325,053 (+2.6%)	$73,618 (-14.6%)	5.4%	$202.01	+16.1%	CL A	25809K105
RACE	FERRARI N V	108,439 (+2.5%)	$40,075 (-21.9%)	2.9%	$363.69	+10.0%	COM	N3167Y103
GRMN	GARMIN LTD	301,381 (+2.6%)	$61,135 (-15.5%)	4.5%	$195.78	+10.7%	SHS	H2906T109
AXON	AXON ENTERPRISE INC	79,871 (+2.1%)	$45,361 (-19.2%)	3.3%	$616.20	+0.7%	COM	05464C101
TSM	TAIWAN SEMICONDUCTOR MFG LTD	287,980 (+2.6%)	$87,514 (+11.6%)	6.4%	$210.45	—	SPONSORED ADS	874039100
SHOP	SHOPIFY INC	541,316 (+2.5%)	$87,136 (+11.1%)	6.4%	$105.84	+51.7%	CL A SUB VTG SHS	82509L107
NDAQ	NASDAQ INC	735,705 (+2.6%)	$71,459 (+12.6%)	5.2%	$80.03	+12.1%	COM	631103108
AAPL	APPLE INC	234,296 (+2.6%)	$63,696 (+9.5%)	4.7%	$211.61	+26.8%	COM	037833100
PANW	PALO ALTO NETWORKS INC	359,949 (+2.5%)	$66,303 (-7.3%)	4.9%	$173.00	+16.6%	COM	697435105
AVGO	BROADCOM INC	212,120 (+2.6%)	$73,415 (+7.7%)	5.4%	$204.22	+74.8%	COM	11135F101
META	META PLATFORMS INC	85,958 (+2.6%)	$56,740 (-7.7%)	4.2%	$495.87	+34.6%	CL A	30303M102
AMZN	AMAZON COM INC	270,730 (+2.5%)	$62,490 (+7.8%)	4.6%	$194.28	+17.8%	COM	023135106
COF	CAPITAL ONE FINL CORP	91,179 (+2.6%)	$22,098 (+16.9%)	1.6%	$187.54	+18.5%	COM	14040H105
TSLA	TESLA INC	187,579 (+2.6%)	$84,358 (+3.7%)	6.2%	$301.42	+47.1%	COM	88160R101
MSFT	MICROSOFT CORP	134,424 (+2.6%)	$65,010 (-4.2%)	4.8%	$413.51	+21.1%	COM	594918104
NFLX	NETFLIX INC	122,946 (+924.5%)	$11,527 (-19.9%)	0.8%	$105.01	+2.7%	COM	64110L106
ORLY	OREILLY AUTOMOTIVE INC	172,557 (+2.6%)	$15,739 (-13.2%)	1.2%	$91.48	+6.8%	COM	67103H107
NOW	SERVICENOW INC	80,235 (+413.2%)	$12,291 (-14.6%)	0.9%	$166.60	+3.0%	COM	81762P102
TMUS	T-MOBILE US INC	66,731 (+2.6%)	$13,549 (-13.0%)	1.0%	$179.83	+17.5%	COM	872590104
NVDA	NVIDIA CORPORATION	424,989 (+2.6%)	$79,260 (+2.5%)	5.8%	$125.80	+48.0%	COM	67066G104
TJX	TJX COS INC NEW	139,364 (+2.5%)	$21,408 (+9.0%)	1.6%	$104.40	+41.5%	COM	872540109
DLR	DIGITAL RLTY TR INC	89,124 (+2.6%)	$13,788 (-8.2%)	1.0%	$138.84	+17.5%	COM	253868103
SCHW	SCHWAB CHARLES CORP	140,449 (+2.6%)	$14,032 (+7.3%)	1.0%	$94.54	+0.2%	COM	808513105
IBKR	INTERACTIVE BROKERS GROUP IN	309,058 (+2.6%)	$19,876 (-4.1%)	1.5%	$44.54	+50.2%	COM CL A	45841N107
RDDT	REDDIT INC	121,087 (+2.6%)	$27,834 (+2.5%)	2.0%	$204.25	+3.0%	CL A	75734B100
DDOG	DATADOG INC	95,551 (+2.4%)	$12,994 (-2.2%)	1.0%	$117.88	+34.1%	CL A COM	23804L103
BKNG	BOOKING HOLDINGS INC	2,966 (+2.6%)	$15,884 (+1.8%)	1.2%	$4103.98	+25.2%	COM	09857L108
SNOW	SNOWFLAKE INC	82,137 (+2.4%)	$18,018 (-0.4%)	1.3%	$215.43	+13.3%	COM SHS	833445109

Exited Positions (4)

ZG ZILLOW GROUP INC 1.3%

Value ($000) $17,976 Shares 241,489 Est. Cost $78.72 Unrealized -10.7%

ARM ARM HOLDINGS PLC 1.1%

Value ($000) $15,012 Shares 106,096 Est. Cost $132.00 Unrealized —

FLUT FLUTTER ENTMT PLC 1.1%

Value ($000) $14,766 Shares 58,135 Est. Cost $292.68 Unrealized -23.2%

SAP SAP SE 0.9%

Value ($000) $11,914 Shares 44,586 Est. Cost $285.05 Unrealized —

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
ZG	ZILLOW GROUP INC	241,489	$17,976	1.3%	$78.72	-10.7%	—	98954M101
ARM	ARM HOLDINGS PLC	106,096	$15,012	1.1%	$132.00	—	—	042068205
FLUT	FLUTTER ENTMT PLC	58,135	$14,766	1.1%	$292.68	-23.2%	—	G3643J108
SAP	SAP SE	44,586	$11,914	0.9%	$285.05	—	—	803054204

Decreased Positions (2)

NET CLOUDFLARE INC 0.0%

Value ($000) $561 (-96.1%) Shares 2,847 (-95.7%) Est. Cost $204.15 Unrealized +3.6%

COST COSTCO WHSL CORP NEW 0.6%

Value ($000) $7,746 (-50.1%) Shares 8,982 (-46.4%) Est. Cost $886.99 Unrealized +2.1%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NET	CLOUDFLARE INC	2,847 (-95.7%)	$561 (-96.1%)	0.0%	$204.15	+3.6%	CL A COM	18915M107
COST	COSTCO WHSL CORP NEW	8,982 (-46.4%)	$7,746 (-50.1%)	0.6%	$886.99	+2.1%	COM	22160K105