Holders — by stockHoldings — by fund
Greenstone Partners & Co., LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001845565
$432.6M
disclosed book value
8
positions
23.3%
largest position share
Positions, as of 2026-06-30
top 8 of 8 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 195,251 | $100.6M | 23.3% |
| 2 | VSTSVESTIS CORPORATION | 5.1M | $74.0M | 17.1% |
| 3 | AYIACUITY INC | 179,710 | $67.7M | 15.6% |
| 4 | GWREGUIDEWIRE SOFTWARE INC | 404,584 | $49.8M | 11.5% |
| 5 | SGISOMNIGROUP INTERNATIONAL INC | 568,634 | $44.6M | 10.3% |
| 6 | APPFAPPFOLIO INC | 273,617 | $43.9M | 10.1% |
| 7 | PCORPROCORE TECHNOLOGIES INC | 672,813 | $27.3M | 6.3% |
| 8 | CHTRCHARTER COMMUNICATIONS INC | 174,167 | $24.8M | 5.7% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.