Greenstone Partners & Co., LLC Q1 2025 Filing
Filed May 14, 2025
Portfolio Value
$376.7B
Holdings
10
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 404,315 | $107.1B | 28.44% | |
| 2 | CHTRCHARTER COMMUNICATIONS INC | 129,428 | $47.7B | 12.66% | |
| 3 | AYIACUITY BRANDS INC | 161,542 | $42.5B | 11.29% | |
| 4 | PARPAR TECHNOLOGY CORP | 563,073 | $34.5B | 9.17% | |
| 5 | SCHWSCHWAB CHARLES CORP | 436,275 | $34.2B | 9.07% | |
| 6 | GWREGUIDEWIRE SOFTWARE INC | 179,558 | $33.6B | 8.93% | |
| 7 | APPFAPPFOLIO INC | 111,740 | $24.6B | 6.52% | |
| 8 | PCORPROCORE TECHNOLOGIES INC | 321,739 | $21.2B | 5.64% | |
| 9 | XPOXPO INC | 170,009 | $18.3B | 4.86% | |
| 10 | MLNKMERIDIANLINK INC | 693,943 | $12.9B | 3.41% |