13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001941040-24-000517
Total Value
$286.6M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 796,837 | $104.0M | 36.30% |
| 2 | GUIDEWIRE SOFTWARE INC | GWRE | 181,689 | $33.2M | 11.60% |
| 3 | ACUITY BRANDS INC | AYI | 110,075 | $30.3M | 10.58% |
| 4 | PAR TECHNOLOGY CORP | PAR | 569,761 | $29.7M | 10.35% |
| 5 | APPFOLIO INC | APPF | 113,067 | $26.6M | 9.29% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 325,558 | $20.1M | 7.01% |
| 7 | MERIDIANLINK INC | MRDN | 702,181 | $14.4M | 5.04% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 218,842 | $14.2M | 4.95% |
| 9 | CHARTER COMMUNICATIONS INC | 16119P108 | 43,175 | $14.0M | 4.88% |