Greenstone Partners & Co., LLC
CIK 0001845565 · LARKSPUR, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$432.6M
2026 Q2
Positions
8
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
APP
APPLOVIN CORP
23.3%
VSTS
VESTIS CORPORATION
17.1%
AYI
ACUITY INC
15.6%
GWRE
GUIDEWIRE SOFTWARE INC
11.5%
SGI
SOMNIGROUP INTERNATIONAL INC
10.3%
APPF
APPFOLIO INC
10.1%
PCOR
PROCORE TECHNOLOGIES INC
6.3%
CHTR
CHARTER COMMUNICATIONS INC
5.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.