Greenstone Partners & Co., LLC
CIK 1845565 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- APP17.74%
- AYI12.60%
- MLNK12.41%
- APPF10.94%
- PCOR10.94%
- PAR10.80%
- GWRE9.97%
- SCHW8.41%
- CHTR6.19%
Share classes counted separately100.00%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- APPFWeight decreased · -2.73 pp13.67% → 10.94%Shares 0 (0.00%)
- APPWeight decreased · -2.55 pp20.29% → 17.74%Shares +29.59K (+3.86%)
- MLNKWeight increased · +2.29 pp10.12% → 12.41%Shares 0 (0.00%)
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 9
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 | $31.75M | 17.74% | 796.84K shares | 20.29% → 17.74%-2.55 pp +29.59K (+3.86%) | Added | ↗▾ |
| 02 | AYIACUITY INC View history and evidence | $22.55M | 12.60% | 110.08K shares | 10.61% → 12.60%+1.99 pp +15.90K (+16.88%) | Added | ↗▾ |
| 03 | MLNKMERIDIANLINK INCCOMMON STOCK View history and evidence | $22.21M | 12.41% | 896.74K shares | 10.12% → 12.41%+2.29 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | APPFAPPFOLIO INC - ACOM CL A View history and evidence | $19.59M | 10.94% | 113.07K shares | 13.67% → 10.94%-2.73 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | PCORPROCORE TECHNOLOGIES INC View history and evidence | $19.59M | 10.94% | 282.96K shares | 9.64% → 10.94%+1.30 pp +59.91K (+26.86%) | Added | ↗▾ |
| 06 | PARPAR TECHNOLOGY CORP/DEL View history and evidence | $19.33M | 10.80% | 444.00K shares | 11.32% → 10.80%-0.52 pp 0 (0.00%) | Unchanged | ↗▾ |
| 07 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $17.84M | 9.97% | 163.64K shares | 8.67% → 9.97%+1.30 pp +18.05K (+12.40%) | Added | ↗▾ |
| 08 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $15.06M | 8.41% | 218.84K shares | 7.38% → 8.41%+1.03 pp +15.70K (+7.73%) | Added | ↗▾ |
| 09 | CHTRCHARTER COMMUNICATIONS INC-ACL A View history and evidence | $11.07M | 6.19% | 28.48K shares | 8.29% → 6.19%-2.10 pp 0 (0.00%) | Unchanged | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1845565 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 178990013
}Take these holdings further.
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