Greenstone Partners & Co., LLC
CIK 1845565 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- APP23.25%
- VSTS17.10%
- AYI15.65%
- GWRE11.51%
- SGI10.31%
- APPF10.14%
- PCOR6.32%
- CHTR5.73%
Share classes counted separately100.01%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VSTSWeight increased · +6.96 pp10.14% → 17.10%Shares 0 (0.00%)
- GWREWeight decreased · -3.80 pp15.31% → 11.51%Shares +265 (+0.07%)
- CHTRWeight decreased · -3.79 pp9.52% → 5.73%Shares +9 (+0.01%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 8
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $100.60M | 23.25% | 195.25K shares | 19.67% → 23.25%+3.58 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | VSTSVESTIS CORPCOM SHS View history and evidence | $73.97M | 17.10% | 5.09M shares | 10.14% → 17.10%+6.96 pp 0 (0.00%) | Unchanged | ▾ |
| 03 | AYIACUITY INC View history and evidence | $67.69M | 15.65% | 179.71K shares | 12.75% → 15.65%+2.90 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $49.78M | 11.51% | 404.58K shares | 15.31% → 11.51%-3.80 pp +265 (+0.07%) | Added | ▾ |
| 05 | SGISOMNIGROUP INTERNATIONAL INC View history and evidence | $44.58M | 10.31% | 568.63K shares | 10.63% → 10.31%-0.32 pp +280 (+0.05%) | Added | ▾ |
| 06 | APPFAPPFOLIO INC - ACOM CL A View history and evidence | $43.87M | 10.14% | 273.62K shares | 10.93% → 10.14%-0.79 pp +120 (+0.04%) | Added | ▾ |
| 07 | PCORPROCORE TECHNOLOGIES INC View history and evidence | $27.33M | 6.32% | 672.81K shares | 9.70% → 6.32%-3.38 pp +390 (+0.06%) | Added | ▾ |
| 08 | CHTRCHARTER COMMUNICATIONS INC-ACL A View history and evidence | $24.77M | 5.73% | 174.17K shares | 9.52% → 5.73%-3.79 pp +9 (+0.01%) | Added | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XPO XPO INC | Non-derivative | -27,715 | -$5.39M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1845565 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 432596197
}Take these holdings further.
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