Greenstone Partners, L.P.

CIK 1494311 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$546.9M
#3.564 dari 9.443 berdasarkan nilai 13F · top 37.7%
Posisi
11
Per tanggal
30 Sep. 2025 Data per Q3 2025
Bobot 10 kepemilikan teratas
98,62%
Bobot 25 kepemilikan teratas
100,00%
Posisi di atas 1%
11
Jumlah posisi efektif
4,1

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Posisi baru
11
Meningkat
0
Menurun
0
Tertutup
0
Di halaman ini

Rincian sektor

Technology
68,8%
Industrials
19,3%
Communication Services
7,7%
Consumer products
4,2%

Portofolio lengkap 11 posisi

Tipe Rentetan Tren 8 kuartal
APP Applovin Corporation - Class A Common Stock $247.358.114 45,23% 344.251 Naik ×1
AYI Acuity Inc. Common Stock $66.425.943 12,15% 192.880 Naik ×1
PCOR Procore Technologies, Inc. Common Stock $38.122.722 6,97% 522.802 Naik ×1
APPF AppFolio, Inc. - Class A Common Stock $36.601.032 6,69% 132.776 Naik ×1
LBRDK Liberty Broadband Corporation - Class C Common Stock $34.812.931 6,37% 547.890 Naik ×1
GWRE Guidewire Software, Inc. Common Stock $28.952.246 5,29% 125.956 Naik ×1
PAR PAR Technology Corporation Common Stock $25.268.901 4,62% 638.426 Naik ×1
XPO XPO, Inc. Common Stock $24.615.852 4,50% 190.422 Naik ×1
SGI Somnigroup International Inc. Common Stock $22.939.194 4,19% 272.017 Naik ×1
VSTS Vestis Corporation Common Stock $14.262.365 2,61% 3.148.425 Naik ×1
CHTR Charter Communications, Inc. - Class A Common Stock $7.540.078 1,38% 27.408 Naik ×1

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
APP $247.358.114 344.251 45,23%
AYI $66.425.943 192.880 12,15%
PCOR $38.122.722 522.802 6,97%
APPF $36.601.032 132.776 6,69%
LBRDK $34.812.931 547.890 6,37%
GWRE $28.952.246 125.956 5,29%
PAR $25.268.901 638.426 4,62%
XPO $24.615.852 190.422 4,50%
SGI $22.939.194 272.017 4,19%
VSTS $14.262.365 3.148.425 2,61%
CHTR $7.540.078 27.408 1,38%