13F HOLDINGS REPORT
Greenstone Partners & Co., LLC
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0001941040-25-000300
Total Value
$376.7M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 404,315 | $107.1M | 28.44% |
| 2 | CHARTER COMMUNICATIONS INC | 16119P108 | 129,428 | $47.7M | 12.66% |
| 3 | ACUITY BRANDS INC | AYI | 161,542 | $42.5M | 11.29% |
| 4 | PAR TECHNOLOGY CORP | PAR | 563,073 | $34.5M | 9.17% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 436,275 | $34.2M | 9.07% |
| 6 | GUIDEWIRE SOFTWARE INC | GWRE | 179,558 | $33.6M | 8.93% |
| 7 | APPFOLIO INC | APPF | 111,740 | $24.6M | 6.52% |
| 8 | PROCORE TECHNOLOGIES INC | PCOR | 321,739 | $21.2M | 5.64% |
| 9 | XPO INC | XPO | 170,009 | $18.3M | 4.86% |
| 10 | MERIDIANLINK INC | MRDN | 693,943 | $12.9M | 3.41% |