Freestone Grove Partners LP Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$13.2T

Holdings

646

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (646 positions)

#StockSharesValue% PortfolioType
101
GBCIGLACIER BANCORP INC NEW
1,110,380$47.8B0.36%
102
UNMUNUM GROUP
591,625$47.8B0.36%
103
PODDINSULET CORP
149,335$46.9B0.35%
104
PEPPEPSICO INC
354,596$46.8B0.35%
105
XPOXPO INC
364,965$46.1B0.35%
106
AG8AGILENT TECHNOLOGIES INC
388,926$45.9B0.35%
107
LENLENNAR CORP
405,139$44.8B0.34%
108
CRDOCREDO TECHNOLOGY GROUP HOLDI
481,636$44.6B0.34%
109
MCHPMICROCHIP TECHNOLOGY INC.
632,347$44.5B0.34%
110
GLWCORNING INC
844,558$44.4B0.34%
111
ENQENTEGRIS INC
540,901$43.6B0.33%
112
COOCOOPER COS INC
600,339$42.7B0.32%
113
JJACOBS SOLUTIONS INC
320,199$42.1B0.32%
114
MDBMONGODB INC
199,805$42.0B0.32%
115
ISRGINTUITIVE SURGICAL INC
76,758$41.7B0.31%
116
CIENCIENA CORP
509,409$41.4B0.31%
117
PFGCPERFORMANCE FOOD GROUP CO
472,393$41.3B0.31%
118
XELXCEL ENERGY INC
603,876$41.1B0.31%
119
MKSIMKS INC.
413,764$41.1B0.31%
120
7HPHP INC
1,674,538$41.0B0.31%
121
TTEKTETRA TECH INC NEW
1,131,888$40.7B0.31%
122
EVRGEVERGY INC
590,179$40.7B0.31%
123
MSCIMSCI INC
70,231$40.5B0.31%
124
AYIACUITY INC
135,685$40.5B0.31%
125
THCTENET HEALTHCARE CORP
228,030$40.1B0.30%
126
HEIHEICO CORP NEW
122,237$40.1B0.30%
127
CITHE CIGNA GROUP
121,258$40.1B0.30%
128
AMEAMETEK INC
220,394$39.9B0.30%
129
BBWIBATH & BODY WORKS INC
1,316,981$39.5B0.30%
130
PTCPTC INC
228,820$39.4B0.30%
131
CSXCSX CORP
1,186,928$38.7B0.29%
132
NDAQNASDAQ INC
425,173$38.0B0.29%
133
OPCHOPTION CARE HEALTH INC
1,156,164$37.6B0.28%
134
GWWGRAINGER W W INC
34,848$36.3B0.27%
135
DOCSDOXIMITY INC
585,536$35.9B0.27%
136
APOAPOLLO GLOBAL MGMT INC
251,509$35.7B0.27%
137
WF2WINTRUST FINL CORP
285,878$35.4B0.27%
138
JEFJEFFERIES FINL GROUP INC
642,849$35.2B0.27%
139
TFXTELEFLEX INCORPORATED
296,800$35.1B0.27%
140
KNXKNIGHT-SWIFT TRANSN HLDGS IN
792,248$35.0B0.26%
141
WMWASTE MGMT INC DEL
152,232$34.8B0.26%
142
SLBSCHLUMBERGER LTD
1,019,185$34.4B0.26%
143
MTDMETTLER TOLEDO INTERNATIONAL
29,212$34.3B0.26%
144
CRWVCOREWEAVE INC
210,000$34.2B0.26%
145
EQHEQUITABLE HLDGS INC
608,913$34.2B0.26%
146
FNDFLOOR & DECOR HLDGS INC
437,436$33.2B0.25%
147
TRGPTARGA RES CORP
189,982$33.1B0.25%
148
AVTRAVANTOR INC
2,441,517$32.9B0.25%
149
VNOMUSDVIPER ENERGY INC
858,100$32.7B0.25%
150
LWLAMB WESTON HLDGS INC
627,461$32.5B0.25%
151
LULULULULEMON ATHLETICA INC
135,127$32.1B0.24%
152
BENFRANKLIN RESOURCES INC
1,340,055$32.0B0.24%
153
OLLIOLLIES BARGAIN OUTLET HLDGS
240,121$31.6B0.24%
154
DASHDOORDASH INC
127,975$31.5B0.24%
155
STMSTMICROELECTRONICS N V
1,025,557$31.2B0.24%
156
POSTPOST HLDGS INC
282,238$30.8B0.23%
157
DWDMORGAN STANLEY
215,430$30.3B0.23%
158
SSENTINELONE INC
1,653,213$30.2B0.23%
159
HUBSHUBSPOT INC
53,133$29.6B0.22%
160
RBLXROBLOX CORP
280,529$29.5B0.22%
161
EXEEXPAND ENERGY CORPORATION
247,458$28.9B0.22%
162
UNPUNION PAC CORP
125,604$28.9B0.22%
163
MATMATTEL INC
1,445,903$28.5B0.22%
164
QC10FLAGSTAR FINANCIAL INC
2,687,474$28.5B0.22%
165
VLOVALERO ENERGY CORP
211,794$28.5B0.21%
166
4I1PHILIP MORRIS INTL INC
155,201$28.3B0.21%
167
KVYOKLAVIYO INC
836,424$28.1B0.21%
168
ROLROLLINS INC
493,396$27.8B0.21%
169
ILMNILLUMINA INC
289,732$27.6B0.21%
170
WAYWAYSTAR HLDG CORP
667,435$27.3B0.21%
171
WMBWILLIAMS COS INC
434,038$27.3B0.21%
172
KTOSKRATOS DEFENSE & SEC SOLUTIO
581,626$27.0B0.20%
173
HUMHUMANA INC
109,805$26.8B0.20%
174
TMUST-MOBILE US INC
111,895$26.7B0.20%
175
GWREGUIDEWIRE SOFTWARE INC
109,870$25.9B0.20%
176
CNMCORE & MAIN INC
423,367$25.6B0.19%
177
FNBF N B CORP
1,747,377$25.5B0.19%
178
ARCCARES CAPITAL CORP
1,128,524$24.8B0.19%
179
IRTCIRHYTHM TECHNOLOGIES INC
154,317$23.8B0.18%
180
SMTCSEMTECH CORP
526,032$23.7B0.18%
181
NKENIKE INC
331,739$23.6B0.18%
182
DGDOLLAR GEN CORP NEW
203,850$23.3B0.18%
183
PLNTPLANET FITNESS INC
211,693$23.1B0.17%
184
GMEDGLOBUS MED INC
389,936$23.0B0.17%
185
REGNREGENERON PHARMACEUTICALS
43,411$22.8B0.17%
186
GKOSGLAUKOS CORP
219,810$22.7B0.17%
187
LLYELI LILLY & CO
28,628$22.3B0.17%
188
NINISOURCE INC
545,606$22.0B0.17%
189
RBRKRUBRIK INC.
243,730$21.8B0.16%
190
NENOBLE CORP PLC
812,930$21.6B0.16%
191
CELHCELSIUS HLDGS INC
456,619$21.2B0.16%
192
BBYBEST BUY INC
315,193$21.2B0.16%
193
NBIXNEUROCRINE BIOSCIENCES INC
168,133$21.1B0.16%
194
LPLALPL FINL HLDGS INC
53,517$20.1B0.15%
195
EMREMERSON ELEC CO
150,222$20.0B0.15%
196
APPAPPLOVIN CORP
56,707$19.9B0.15%
197
BRBRBELLRING BRANDS INC
341,489$19.8B0.15%
198
ADPAUTOMATIC DATA PROCESSING IN
63,946$19.7B0.15%
199
INVHINVITATION HOMES INC
597,915$19.6B0.15%
200
VIKVIKING HOLDINGS LTD
361,720$19.3B0.15%
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