Greenstone Partners, L.P.
13F Reported Value
ⓘ$546.9M
Holdings
11
Latest Filing
2025-09-30
Filing Quarter
Q3 2025
Portfolio Overview
Greenstone Partners, L.P. disclosed 11 positions worth $546.9M in its Form 13F-HR for Q3 2025, led by $APP (AppLovin Corp) at 45.2% of the equity portfolio, followed by $AYI and $PCOR. During the quarter the fund opened 11 new positions and exited 0 — including a new stake in $APP. The portfolio is most concentrated in Technology (81.0% of disclosed assets). All figures are sourced directly from Greenstone Partners, L.P.’s Form 13F-HR filing with the SEC under CIK 1494311.
Sector Allocation
Top Equity Holdings by Value
Quarterly Activity — Q3 2025
Click any card to unlockTop Holdings
- 86.8#6
Quality
$247.4M344,251 sh - 68.9#393
Quality
$66.4M192,880 sh - 51.8#1,378
Quality
$38.1M522,802 sh - 75.5
Quality
$36.6M132,776 sh - 59.4
Quality
$34.8M547,890 sh - 66.2
Quality
$29.0M125,956 sh - 37.1
Quality
$25.3M638,426 sh - 55.3
Quality
$24.6M190,422 sh - 64.6
Quality
$22.9M272,017 sh - 37.7
Quality
$14.3M3,148,425 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AppLovin Corp$APP | 86.8#6 | $247.4M | 344,251 |
 ACUITY INC. (DE)$AYI | 68.9#393 | $66.4M | 192,880 |
 PROCORE TECHNOLOGIES, INC.$PCOR | 51.8#1,378 | $38.1M | 522,802 |
 APPFOLIO INC$APPF | 75.5 | $36.6M | 132,776 |
 Liberty Broadband Corp$LBRDA | 59.4 | $34.8M | 547,890 |
 Guidewire Software, Inc.$GWRE | 66.2 | $29.0M | 125,956 |
 PAR TECHNOLOGY CORP$PAR | 37.1 | $25.3M | 638,426 |
 XPO, Inc.$XPO | 55.3 | $24.6M | 190,422 |
 SOMNIGROUP INTERNATIONAL INC.$SGI | 64.6 | $22.9M | 272,017 |
 Vestis Corp$VSTS | 37.7 | $14.3M | 3,148,425 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Greenstone Partners, L.P.'s 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Technology
$442.7M
Consumer Discretionary
$47.6M
Communication Services
$42.4M
Consumer Staples
$14.3M
Full Holdings — Greenstone Partners, L.P. (Q3 2025)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $APP | AppLovin Corp | $247.4M | 45.2% | NEW | 86.8 |
| 2 | $AYI | ACUITY INC. (DE) | $66.4M | 12.2% | NEW | 68.9 |
| 3 | $PCOR | PROCORE TECHNOLOGIES, INC. | $38.1M | 7.0% | NEW | 51.8 |
| 4 | $APPF | APPFOLIO INC | $36.6M | 6.7% | NEW | 75.5 |
| 5 | $LBRDA | Liberty Broadband Corp | $34.8M | 6.4% | NEW | 59.4 |
| 6 | $GWRE | Guidewire Software, Inc. | $29.0M | 5.3% | NEW | 66.2 |
| 7 | $PAR | PAR TECHNOLOGY CORP | $25.3M | 4.6% | NEW | 37.1 |
| 8 | $XPO | XPO, Inc. | $24.6M | 4.5% | NEW | 55.3 |
| 9 | $SGI | SOMNIGROUP INTERNATIONAL INC. | $22.9M | 4.2% | NEW | 64.6 |
| 10 | $VSTS | Vestis Corp | $14.3M | 2.6% | NEW | 37.7 |
| 11 |  $CHTR | CHARTER COMMUNICATIONS, INC. /MO/ | $7.5M | 1.4% | NEW | 57.7 |
New Positions (11)
$APP AppLovin Corp$247.4M$AYI ACUITY INC. (DE)$66.4M$PCOR PROCORE TECHNOLOGIES, INC.$38.1M$APPF APPFOLIO INC$36.6M$LBRDA Liberty Broadband Corp$34.8M$GWRE Guidewire Software, Inc.$29.0M$PAR PAR TECHNOLOGY CORP$25.3M$XPO XPO, Inc.$24.6M$SGI SOMNIGROUP INTERNATIONAL INC.$22.9M$VSTS Vestis Corp$14.3M$CHTR CHARTER COMMUNICATIONS, INC. /MO/$7.5MBrowse Top Institutional Investors
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