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| Name: |
Greenstone Partners & Co. LLC |
| City: |
LARKSPUR |
| State: |
CA |
| Zip: |
94939 |
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data |
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| Holdings
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9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
APP |
Applovin Corp |
1 |
- |
$83.23 |
$55,157,000 |
796,837 |
24.75% |
23,403,000 |
0 |
0.368 |
N/A |
|
|
AYI |
Acuity Brands Inc |
2 |
- |
$263.84 |
$29,580,000 |
110,075 |
13.28% |
7,033,000 |
0 |
0.278 |
Electronics Wholesale |
|
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APPF |
Appfolio Inc |
3 |
- |
$246.88 |
$27,898,000 |
113,067 |
12.52% |
8,310,000 |
0 |
0.625 |
N/A |
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PCOR |
Procore Technologies, Inc. |
4 |
- |
$69.23 |
$23,251,000 |
282,958 |
10.44% |
3,665,000 |
0 |
0.219 |
N/A |
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GWRE |
Guidewire Software, Inc. |
5 |
- |
$121.69 |
$21,205,000 |
181,689 |
9.52% |
3,362,000 |
18,050 |
0.217 |
Business Software & S... |
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PAR |
Par Technology Corp |
6 |
- |
$43.59 |
$20,632,000 |
454,849 |
9.26% |
1,300,000 |
10,846 |
1.434 |
Business Equipment |
|
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MLNK |
Meridianlink, Inc. |
7 |
- |
$0.00 |
$16,769,000 |
896,744 |
7.53% |
-5,443,000 |
0 |
1.114 |
N/A |
|
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SCHW |
Charles Schwab Corp |
8 |
- |
$78.04 |
$15,831,000 |
218,842 |
7.1% |
775,000 |
0 |
0.012 |
Investment Brokerage ... |
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CHTR |
Charter Communications Inc |
9 |
- |
$277.54 |
$12,493,000 |
42,985 |
5.61% |
1,421,000 |
14,500 |
0.022 |
CATV Systems |
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