13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000935836-23-000694
Total Value
$151.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 767,252 | $30.7M | 20.29% |
| 2 | APPFOLIO INC | APPF | 113,067 | $20.6M | 13.67% |
| 3 | PAR TECHNOLOGY CORP | PAR | 444,003 | $17.1M | 11.32% |
| 4 | ACUITY BRANDS INC | AYI | 94,175 | $16.0M | 10.61% |
| 5 | MERIDIANLINK INC | MRDN | 896,744 | $15.3M | 10.12% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 223,043 | $14.6M | 9.64% |
| 7 | GUIDEWIRE SOFTWARE INC | GWRE | 145,589 | $13.1M | 8.67% |
| 8 | CHARTER COMMUNICATIONS INC | 16119P108 | 28,485 | $12.5M | 8.29% |
| 9 | SCHWAB CHARLES CORP | SCHW-PJ | 203,142 | $11.2M | 7.38% |