§ 13F · FUND PROFILE
Greenstone Partners & Co., LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $546.9T (13F)Positions · 11Turnover · — · Q4Filed · Feb 18, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 18, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 195K | $131.6T | 25.6% | −43% |
| 2 | AYI | ACUITY INC | 193K | $69.4T | 13.5% | ±0% |
| 3 | SGI | SOMNIGROUP INTERNATIONAL INC | 526K | $46.9T | 9.1% | +93% |
| 4 | APPF | APPFOLIO INC | 188K | $43.6T | 8.5% | +41% |
| 5 | PCOR | PROCORE TECHNOLOGIES INC | 523K | $38.0T | 7.4% | ±0% |
| 6 | LBRDK | LIBERTY BROADBAND CORP | 772K | $37.5T | 7.3% | +41% |
| 7 | GWRE | GUIDEWIRE SOFTWARE INC | 186K | $37.4T | 7.3% | +48% |
| 8 | PAR | PAR TECHNOLOGY CORP | 1.02M | $37.0T | 7.2% | +60% |
| 9 | VSTS | VESTIS CORPORATION | 5.09M | $34.0T | 6.6% | +62% |
| 10 | XPO | XPO INC | 194K | $26.3T | 5.1% | +2% |
§ 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 $546899.4 trillion in assets. The fund runs a focused portfolio of just 11 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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