Q4 2024 · 13F-HR
Greenstone Partners & Co., LLCholdings as filed
Filed 2025-02-14 · accession 0001941040-25-000165
$426.2M
Reported value
9
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03831W108 | APP | APPLOVIN CORP | $224.2M | 52.6% | 692,439 | Common | SOLE |
| 698884103 | PAR | PAR TECHNOLOGY CORP | $41.4M | 9.71% | 569,761 | Common | SOLE |
| 00508Y102 | AYI | ACUITY BRANDS INC | $32.2M | 7.54% | 110,075 | Common | SOLE |
| 40171V100 | GWRE | GUIDEWIRE SOFTWARE INC | $30.6M | 7.19% | 181,689 | Common | SOLE |
| 03783C100 | APPF | APPFOLIO INC | $27.9M | 6.55% | 113,067 | Common | SOLE |
| 74275K108 | PCOR | PROCORE TECHNOLOGIES INC | $24.4M | 5.72% | 325,558 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $16.2M | 3.80% | 218,842 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC | $14.8M | 3.47% | 43,175 | Common | SOLE |
| 58985J105 | — | MERIDIANLINK INC | $14.5M | 3.40% | 702,181 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.