Greenstone Partners & Co., LLC Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$514.4B
Holdings
12
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 195,251 | $131.6B | 25.57% | |
| 2 | AYIACUITY INC | 192,880 | $69.4B | 13.50% | |
| 3 | TPDSOMNIGROUP INTERNATIONAL INC | 525,774 | $46.9B | 9.12% | |
| 4 | APPFAPPFOLIO INC | 187,609 | $43.6B | 8.48% | |
| 5 | PCORPROCORE TECHNOLOGIES INC | 522,802 | $38.0B | 7.39% | |
| 6 | LBRDKLIBERTY BROADBAND CORP | 771,632 | $37.5B | 7.29% | |
| 7 | GWREGUIDEWIRE SOFTWARE INC | 185,956 | $37.4B | 7.27% | |
| 8 | PARPAR TECHNOLOGY CORP | 1,019,311 | $37.0B | 7.19% | |
| 9 | VSTSVESTIS CORPORATION | 5,094,356 | $34.0B | 6.61% | |
| 10 | XPOXPO INC | 193,703 | $26.3B | 5.12% | |
| 11 | GLIBKGCI LIBERTY INC | 315,282 | $11.7B | 2.28% | |
| 12 | CHTRCHARTER COMMUNICATIONS INC N | 4,358 | $909.0M | 0.18% |