13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001845565
Total reported value
$432.6M
$432.6M
10 檔
61.5%
According to the latest 13F quarterly dataset, Greenstone Partners & Co., LLC managed an equity portfolio of $432.6M at the end of Q1 2025, spanning 10 distinct U.S. exchange-listed positions.
In Q1 2025, Greenstone Partners & Co., LLC displayed an active expansion posture, initiating 10 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APP | Applovin Corp-class A | Stock-Tech | 28.44% | +3.58% | -41.61% | |
| 2 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 12.66% | -3.79% | +199.78% | |
| 3 | AYI | Acuity Inc | Stock-Industrials | 11.29% | +2.90% | +46.76% | |
| 4 | PAR | Par Technology Corp/del | Stock-Other | 9.17% | — | -1.17% | |
| 5 | SCHW | Schwab (charles) CORP | Stock-Financials | 9.07% | — | +99.36% | |
| 6 | GWRE | Guidewire Software Inc | Stock-Tech | 8.93% | -3.80% | -1.17% | |
| 7 | APPF | Appfolio Inc - A | Stock-Tech | 6.52% | -0.79% | -1.17% | |
| 8 | PCOR | Procore Technologies Inc | Stock-Tech | 5.64% | -3.38% | -1.17% | |
| 9 | XPO | Xpo Inc | Stock-Industrials | 4.86% | -1.36% | EXIT | |
| 10 | ✓ | Meridianlink Inc | Stock-Other | 3.41% | — | -1.17% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | APP | Applovin Corp-class A | — | NEW | New buy |
| 2 | CHTR | Charter Communications Inc-a | — | NEW | New buy |
| 3 | AYI | Acuity Inc | — | NEW | New buy |
| 4 | PAR | Par Technology Corp/del | — | NEW | New buy |
| 5 | SCHW | Schwab (charles) CORP | — | NEW | New buy |
| 6 | GWRE | Guidewire Software Inc | — | NEW | New buy |
| 7 | APPF | Appfolio Inc - A | — | NEW | New buy |
| 8 | PCOR | Procore Technologies Inc | — | NEW | New buy |
| 9 | XPO | Xpo Inc | — | NEW | New buy |
| 10 | ✓ | Meridianlink Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Greenstone Partners & Co., LLC reported a total U.S. public equity portfolio value of $432.6M across 10 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including APP, CHTR, AYI) accounted for 61.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
APP
市值: $107.1M
During Q1 2025, Greenstone Partners & Co., LLC's top holdings by market value included APP (28.4%)、CHTR (12.7%)、AYI (11.3%). The largest single position, APP, represented 28.4% of total portfolio value.
In Q1 2025, Greenstone Partners & Co., LLC made 10 total portfolio adjustments, initiating 10 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.