13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001941040-24-000371
Total Value
$239.4M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 796,837 | $66.3M | 27.70% |
| 2 | APPFOLIO INC | APPF | 113,067 | $27.7M | 11.55% |
| 3 | PAR TECHNOLOGY CORP | PAR | 569,761 | $26.8M | 11.21% |
| 4 | ACUITY BRANDS INC | AYI | 110,075 | $26.6M | 11.10% |
| 5 | GUIDEWIRE SOFTWARE INC | GWRE | 181,689 | $25.1M | 10.47% |
| 6 | MERIDIANLINK INC | MRDN | 896,744 | $19.2M | 8.00% |
| 7 | PROCORE TECHNOLOGIES INC | PCOR | 282,958 | $18.8M | 7.84% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 218,842 | $16.1M | 6.74% |
| 9 | CHARTER COMMUNICATIONS INC | 16119P108 | 43,175 | $12.9M | 5.39% |