Greenstone Partners & Co., LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Greenstone Partners & Co., LLC reported 9 stock positions worth $222.8 million. Its top holding was AppLovin Class A (APP) at 24.8% of the portfolio, followed by Acuity (AYI, 13.3%) and Appfolio Class A (APPF, 12.5%). Compared with Q4 2023, it added to 3. The biggest buy was Guidewire Software (GWRE, shares +11%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001845565
- Portfolio Value
- $222.8M (Q1 2024)
- SEC Filing
- 0000935836-24-000381 ↗ filed May 9, 2024
Holdings Value
Holdings 9 stocks · $222.8M
| APP AppLovin Corp. Class A | 24.75% | 796,837 | $55.2M | No change |
| AYI Acuity Inc. | 13.28% | 110,075 | $29.6M | No change |
| APPF Appfolio Inc. Class A | 12.52% | 113,067 | $27.9M | No change |
| PCOR Procore Technologies Inc. | 10.43% | 282,958 | $23.3M | No change |
| GWRE Guidewire Software Inc. | 9.52% | 181,689 | $21.2M | Add +11.0% |
| PAR Par Technology Corp. | 9.26% | 454,849 | $20.6M | Add +2.4% |
| MLNK Meridianlink Inc. | 7.53% | 896,744 | $16.8M | No change |
| SCHW Schwab (charles) Corp. | 7.11% | 218,842 | $15.8M | No change |
| CHTR Charter Communications Inc. Class A | 5.61% | 42,985 | $12.5M | Add +50.9% |
Portfolio Sells Q4 2023 → Q1 2024
| None this quarter. | |||
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 8 | $432.6M | APP, VSTS, AYI, GWRE, SGI |
| Q1 2026 | 9 | $395.1M | APP, GWRE, AYI, APPF, SGI |
| Q4 2025 | 12 | $514.4M | APP, AYI, SGI, APPF, PCOR |
| Q3 2025 | 11 | $546.9M | APP, AYI, PCOR, APPF, LBRDK |
| Q2 2025 | 11 | $426.8M | APP, AYI, CHTR, PAR, SCHW |
| Q1 2025 | 10 | $376.7M | APP, CHTR, AYI, PAR, SCHW |
| Q4 2024 | 9 | $426.2M | APP, PAR, AYI, GWRE, APPF |
| Q3 2024 | 9 | $286.6M | APP, GWRE, AYI, PAR, APPF |
| Q2 2024 | 9 | $239.4M | APP, APPF, PAR, AYI, GWRE |
| Q1 2024 | 9 | $222.8M | APP, AYI, APPF, PCOR, GWRE |