13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001941040-25-000165
Total Value
$426.2M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 692,439 | $224.2M | 52.61% |
| 2 | PAR TECHNOLOGY CORP | PAR | 569,761 | $41.4M | 9.71% |
| 3 | ACUITY BRANDS INC | AYI | 110,075 | $32.2M | 7.54% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 181,689 | $30.6M | 7.19% |
| 5 | APPFOLIO INC | APPF | 113,067 | $27.9M | 6.55% |
| 6 | PROCORE TECHNOLOGIES INC | PCOR | 325,558 | $24.4M | 5.72% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 218,842 | $16.2M | 3.80% |
| 8 | CHARTER COMMUNICATIONS INC | 16119P108 | 43,175 | $14.8M | 3.47% |
| 9 | MERIDIANLINK INC | MRDN | 702,181 | $14.5M | 3.40% |