Greenstone Partners & Co., LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$426.8B
Holdings
11
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 348,515 | $122.0B | 28.59% | |
| 2 | AYIACUITY BRANDS INC | 195,269 | $58.3B | 13.65% | |
| 3 | CHTRCHARTER COMMUNICATIONS INC | 115,138 | $47.1B | 11.03% | |
| 4 | PARPAR TECHNOLOGY CORP | 531,313 | $36.9B | 8.64% | |
| 5 | SCHWSCHWAB CHARLES CORP | 361,845 | $33.0B | 7.74% | |
| 6 | APPFAPPFOLIO INC | 134,229 | $30.9B | 7.24% | |
| 7 | GWREGUIDEWIRE SOFTWARE INC | 127,516 | $30.0B | 7.04% | |
| 8 | XPOXPO INC | 192,784 | $24.3B | 5.70% | |
| 9 | PCORPROCORE TECHNOLOGIES INC | 321,739 | $22.0B | 5.16% | |
| 10 | MLNKMERIDIANLINK INC | 693,943 | $11.3B | 2.64% | |
| 11 | VSTSVESTIS CORPORATION | 1,919,705 | $11.0B | 2.58% |