Greenstone Partners & Co., LLC 13F Holdings

CIK 0001845565 · LARKSPUR, CA

As of Jun 30, 2025, Greenstone Partners & Co., LLC reported 11 positions worth $426.8M in its SEC Form 13F filing.

Top 11 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology348,515 22.0M28.59%
ACUITY INC (DE)AYIIndustrials195,269$58.3M13.65%
CHARTER COMMUNICATIONS INCCHTRCommunication Services115,138$47.1M11.03%
PAR TECHNOLOGY CORPPARTechnology531,313$36.9M8.64%
SCHWAB CHARLES CORPSCHWEquity361,845$33.0M7.74%
APPFOLIO INCAPPFTechnology134,229$30.9M7.24%
GUIDEWIRE SOFTWARE INCGWRETechnology127,516$30.0M7.04%
XPO INCXPOIndustrials192,784$24.3M5.70%
PROCORE TECHNOLOGIES INCPCORTechnology321,739$22.0M5.16%
MERIDIANLINK INCMLNKTechnology693,943 1.3M2.64%
VESTIS CORPVSTSIndustrials1,919,705 1.0M2.58%