§ 13F · FUND PROFILE
Greenstone Partners & Co., LLC.
AUM · $433M (13F)Positions · 8Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 195K | $101M | 23.3% | ±0% |
| 2 | VSTS | VESTIS CORPORATION | 5.09M | $74M | 17.1% | ±0% |
| 3 | AYI | ACUITY INC | 180K | $68M | 15.6% | ±0% |
| 4 | GWRE | GUIDEWIRE SOFTWARE INC | 405K | $50M | 11.5% | ±0% |
| 5 | SGI | SOMNIGROUP INTERNATIONAL INC | 569K | $45M | 10.3% | ±0% |
| 6 | APPF | APPFOLIO INC | 274K | $44M | 10.1% | ±0% |
| 7 | PCOR | PROCORE TECHNOLOGIES INC | 673K | $27M | 6.3% | ±0% |
| 8 | CHTR | CHARTER COMMUNICATIONS INC | 174K | $25M | 5.7% | ±0% |
§ 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 $433 million in assets. The fund runs a focused portfolio of just 8 positions.
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