Greenstone Partners & Co., LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GP Greenstone Partners & Co., LLC | Institutional Filer | ▼ 62.78% | $395.1M | 9 |
Current Portfolio Holdings
Showing all 9 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | APP | AppLovin Corporation | Technology | 195K | $77.7M | 19.67% |
| 2 | GWRE | Guidewire Software, Inc. | Technology | 404K | $60.5M | 15.31% |
| 3 | AYI | Acuity Brands, Inc. | Industrials | 180K | $50.4M | 12.75% |
| 4 | APPF | AppFolio, Inc. | Technology | 273K | $43.2M | 10.93% |
| 5 | SGI | Somnigroup International Inc | Consumer Defensive | 568K | $42.0M | 10.63% |
| 6 | VSTS | Vestis Corporation | Industrials | 5.1M | $40.0M | 10.14% |
| 7 | PCOR | Procore Technologies, Inc. | Technology | 672K | $38.3M | 9.70% |
| 8 | CHTR | Charter Communications, Inc. | Communication Services | 174K | $37.6M | 9.52% |
| 9 | XPO | XPO Logistics, Inc. | Industrials | 28K | $5.4M | 1.36% |
Showing 1 to 9 of 9 holdings