§ 13F · FUND PROFILE
Greenstone Partners & Co., LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $547M (13F)Positions · 11Turnover · — · Q1Filed · May 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 195K | $78M | 19.7% | ±0% |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | 404K | $60M | 15.3% | +117% |
| 3 | AYI | ACUITY INC | 180K | $50M | 12.7% | −7% |
| 4 | APPF | APPFOLIO INC | 273K | $43M | 10.9% | +46% |
| 5 | SGI | SOMNIGROUP INTERNATIONAL INC | 568K | $42M | 10.6% | +8% |
| 6 | VSTS | VESTIS CORPORATION | 5.09M | $40M | 10.1% | ±0% |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | 672K | $38M | 9.7% | +29% |
| 8 | CHTR | CHARTER COMMUNICATIONS INC | 174K | $38M | 9.5% | +3896% |
| 9 | XPO | XPO INC | 28K | $5M | 1.4% | −86% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENSTONE SIGNAL
AC read
Greenstone Partners & Co., LLC is a Other fund managing $547 million in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed