Greenstone Partners & Co., LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Greenstone Partners & Co., LLC reported 9 stock positions worth $426.2 million. Its top holding was AppLovin Class A (APP) at 52.6% of the portfolio, followed by Par Technology (PAR, 9.7%) and Acuity (AYI, 7.5%). Compared with Q3 2024, it reduced 1. The biggest sale was AppLovin Class A (APP, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- LARKSPUR, CA
- CIK
- 0001845565
- Portfolio Value
- $426.2M (Q4 2024)
- SEC Filing
- 0001941040-25-000165 ↗ filed Feb 14, 2025
Holdings Value
Holdings 9 stocks · $426.2M
| APP AppLovin Corp. Class A | 52.61% | 692,439 | $224.2M | Reduce -13.1% |
| PAR Par Technology Corp. | 9.71% | 569,761 | $41.4M | No change |
| AYI Acuity Inc. | 7.54% | 110,075 | $32.2M | No change |
| GWRE Guidewire Software Inc. | 7.19% | 181,689 | $30.6M | No change |
| APPF Appfolio Inc. Class A | 6.55% | 113,067 | $27.9M | No change |
| PCOR Procore Technologies Inc. | 5.72% | 325,558 | $24.4M | No change |
| SCHW Schwab (charles) Corp. | 3.80% | 218,842 | $16.2M | No change |
| CHTR Charter Communications Inc. Class A | 3.47% | 43,175 | $14.8M | No change |
| MLNK Meridianlink Inc. | 3.40% | 702,181 | $14.5M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| APP AppLovin Corp. Class A | Reduce -13.1% | 52.61% | +16.31 |
Portfolio Buys Q3 2024 → Q4 2024
| None this quarter. | |||
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 |