Greenstone Partners, L.P.
CIK 1494311 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $546.9M
- 持仓
- 11
- 截至
- 2025年9月30日 数据截至 Q3 2025
按 13F 价值排名第 3564（共 9443） · 前 37.7%
- 前十大持仓权重
- 98.62%
- 前二十五大持仓权重
- 100.00%
- 持仓高于 1%
- 11
- 有效持仓数量
- 4.1
仅基于13F多头股票持仓（现金、债券、空头未披露）
- 新仓位
- 11
- 增加
- 0
- 减少
- 0
- 已结清
- 0
行业细分
Technology
68.8%
Industrials
19.3%
Communication Services
7.7%
Consumer products
4.2%
完整投资组合 11 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| APP Applovin Corporation - Class A Common Stock | $247358114 | 45.23% | 344251 | 上涨 ×1 | |||
| AYI Acuity Inc. Common Stock | $66425943 | 12.15% | 192880 | 上涨 ×1 | |||
| PCOR Procore Technologies, Inc. Common Stock | $38122722 | 6.97% | 522802 | 上涨 ×1 | |||
| APPF AppFolio, Inc. - Class A Common Stock | $36601032 | 6.69% | 132776 | 上涨 ×1 | |||
| LBRDK Liberty Broadband Corporation - Class C Common Stock | $34812931 | 6.37% | 547890 | 上涨 ×1 | |||
| GWRE Guidewire Software, Inc. Common Stock | $28952246 | 5.29% | 125956 | 上涨 ×1 | |||
| PAR PAR Technology Corporation Common Stock | $25268901 | 4.62% | 638426 | 上涨 ×1 | |||
| XPO XPO, Inc. Common Stock | $24615852 | 4.50% | 190422 | 上涨 ×1 | |||
| SGI Somnigroup International Inc. Common Stock | $22939194 | 4.19% | 272017 | 上涨 ×1 | |||
| VSTS Vestis Corporation Common Stock | $14262365 | 2.61% | 3148425 | 上涨 ×1 | |||
| CHTR Charter Communications, Inc. - Class A Common Stock | $7540078 | 1.38% | 27408 | 上涨 ×1 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| APP | $247358114 | 344251 | 45.23% |
| AYI | $66425943 | 192880 | 12.15% |
| PCOR | $38122722 | 522802 | 6.97% |
| APPF | $36601032 | 132776 | 6.69% |
| LBRDK | $34812931 | 547890 | 6.37% |
| GWRE | $28952246 | 125956 | 5.29% |
| PAR | $25268901 | 638426 | 4.62% |
| XPO | $24615852 | 190422 | 4.50% |
| SGI | $22939194 | 272017 | 4.19% |
| VSTS | $14262365 | 3148425 | 2.61% |
| CHTR | $7540078 | 27408 | 1.38% |