13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q1 2024 · Filed May 9, 2024 · Accession 0000935836-24-000381
Total Value
$222.8M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 796,837 | $55.2M | 24.75% |
| 2 | ACUITY BRANDS INC | AYI | 110,075 | $29.6M | 13.28% |
| 3 | APPFOLIO INC | APPF | 113,067 | $27.9M | 12.52% |
| 4 | PROCORE TECHNOLOGIES INC | PCOR | 282,958 | $23.3M | 10.43% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 181,689 | $21.2M | 9.52% |
| 6 | PAR TECHNOLOGY CORP | PAR | 454,849 | $20.6M | 9.26% |
| 7 | MERIDIANLINK INC | MRDN | 896,744 | $16.8M | 7.53% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 218,842 | $15.8M | 7.10% |
| 9 | CHARTER COMMUNICATIONS INC | 16119P108 | 42,985 | $12.5M | 5.61% |