Greenstone Partners, L.P.

Bobot 10 kepemilikan teratas98,62%

Bobot 25 kepemilikan teratas100,00%

Posisi di atas 1%11

Jumlah posisi efektif4,1

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

Posisi baru11

Meningkat0

Menurun0

Tertutup0

Nilai Portofolio $546.9M #3.633 dari 9.337 berdasarkan nilai 13F · top 38.9%

Posisi 11

Per tanggal 30 Sep. 2025 Data per Q3 2025

Rincian sektor

Technology 68,8%

Industrials 19,3%

Communication Services 7,7%

Consumer products 4,2%

				Rentetan
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
Tidak ada hasil

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%