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Latest Greenstone Partners & Co., LLC Stock Portfolio

$178Million

Equity Portfolio Value
Last Reported on: 14 Feb, 2024

About Greenstone Partners & Co., LLC and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Greenstone Partners & Co., LLC reported an equity portfolio of $151.1 Millions as of 30 Sep, 2023.

The top stock holdings of Greenstone Partners & Co., LLC are APP, APPF, PAR. The fund has invested 20.3% of it's portfolio in APPLOVIN CORP and 13.7% of portfolio in APPFOLIO INC.

The fund managers got completely rid off FRONTIER COMMUNICATIONS PARENT (FYBR) stocks. They significantly reduced their stock positions in APPLOVIN CORP (APP). The fund showed a lot of confidence in some stocks as they added substantially to SCHWAB CHARLES CORP (SCHW) and MERIDIANLINK INC (MLNK).

New Buys

No new stocks were added by Greenstone Partners & Co., LLC

Additions

Ticker% Inc.
PROCORE TECHNOLOGIES INC26.86
ACUITY BRANDS INC16.88
GUIDEWIRE SOFTWARE INC12.4
SCHWAB CHARLES CORP7.73
APPLOVIN CORP3.86
Additions to existing portfolio by Greenstone Partners & Co., LLC

Reductions

None of the existing positions were reduced by Greenstone Partners & Co., LLC

Sold off

None of the stocks were completely sold off by Greenstone Partners & Co., LLC

Current Stock Holdings of Greenstone Partners & Co., LLC

Last Reported on: 14 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
APPAPPLOVIN CORP17.74796,83731,754,000ADDED3.86
APPFAPPFOLIO INC10.94113,06719,587,700UNCHANGED0.00
AYIACUITY BRANDS INC12.60110,07522,546,700ADDED16.88
CHTRCHARTER COMMUNICATIONS INC6.1928,48511,071,600UNCHANGED0.00
GWREGUIDEWIRE SOFTWARE INC9.97163,63917,843,200ADDED12.4
MLNKMERIDIANLINK INC12.41896,74422,212,300UNCHANGED0.00
PARPAR TECHNOLOGY CORP10.80444,00319,331,900UNCHANGED0.00
PCORPROCORE TECHNOLOGIES INC10.94282,95819,586,400ADDED26.86
SCHWSCHWAB CHARLES CORP8.41218,84215,056,300ADDED7.73