Vault-13

Greenstone Partners & Co., LLC

LARKSPUR, CA · CIK 1845565 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2024 · limited liability company

As an employer

US visa salary filings

Job titleFilingsMedianRange
AssociateLarkspur, CA 1 $180,000

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: Greenstone Partners & Co LLC.

$432.6m reported value +9.5% vs Q1 2026
8positions
100.0%in top 10
0 new 5 added 0 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 APPLOVIN CORP COM CL A APP APP 195,251 $100.6m23.25% 23.25% UnchangedShares held: Q3 2025 344.3k, Q4 2025 195.3k, Q1 2026 195.3k, Q2 2026 195.3k
2 VESTIS CORPORATION COM SHS VSTS VSTS 5,094,356 $74.0m17.10% 17.10% UnchangedShares held: Q3 2025 3.1m, Q4 2025 5.1m, Q1 2026 5.1m, Q2 2026 5.1m
3 ACUITY INC COM AYI AYI 179,710 $67.7m15.65% 15.65% UnchangedShares held: Q3 2025 192.9k, Q4 2025 192.9k, Q1 2026 179.7k, Q2 2026 179.7k
4 GUIDEWIRE SOFTWARE INC COM GWRE GWRE 404,584 $49.8m11.51% 11.51% AddedShares held: Q3 2025 126.0k, Q4 2025 186.0k, Q1 2026 404.3k, Q2 2026 404.6k +265 +265 0.1%
5 SOMNIGROUP INTERNATIONAL INC COM SGI SGI 568,634 $44.6m10.31% 10.31% AddedShares held: Q3 2025 272.0k, Q4 2025 525.8k, Q1 2026 568.4k, Q2 2026 568.6k +280 +280 0.1%
6 APPFOLIO INC COM CL A APPF APPF 273,617 $43.9m10.14% 10.14% AddedShares held: Q3 2025 132.8k, Q4 2025 187.6k, Q1 2026 273.5k, Q2 2026 273.6k +120 +120 0.0%
7 PROCORE TECHNOLOGIES INC COM PCOR PCOR 672,813 $27.3m6.32% 6.32% AddedShares held: Q3 2025 522.8k, Q4 2025 522.8k, Q1 2026 672.4k, Q2 2026 672.8k +390 +390 0.1%
8 CHARTER COMMUNICATIONS INC N CL A CHTR CHTR 174,167 $24.8m5.73% 5.73% AddedShares held: Q3 2025 27.4k, Q4 2025 4.4k, Q1 2026 174.2k, Q2 2026 174.2k +9 +9 0.0%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
XPO INC XPO XPO 27,715 $5.4m27.7k shares