Freestone Grove Partners LP
San Francisco CA · SEC CIK 0002007591
$155.76亿2026Q2 申报市值
990持仓数
22.3%前十大占比 · 第一大 6.8%
320 / 407新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$3.20亿
SNOW 新建仓+$1.39亿
VOO 加仓+$1.25亿
ABT 新建仓+$1.25亿
KDP 新建仓+$1.23亿
2026Q2 卖出最多 按季末市值估算
GLW 重新持有-$1.52亿
DDOG 清仓-$1.28亿
TWLO 减仓-$1.28亿
ESTC 减仓-$1.17亿
PNFP 清仓-$1.11亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FANG | DIAMONDBACK ENERGY INC | $940.65万 | 0.06% | 53,513 | 0 | 0.0% | — | 不变 |
| QLYS | QUALYS INC | $945.30万 | 0.06% | 68,754 | 60,288 | 712.1% | $828.90万 | 加仓 |
| QNT | QUANTINUUM INC | $950.23万 | 0.06% | 116,250 | 116,250 | — | $950.23万 | 新建仓 |
| O | REALTY INCOME CORP | $955.45万 | 0.06% | 154,205 | 154,205 | — | $955.45万 | 新建仓 |
| HTH | HILLTOP HLDGS INC | $957.26万 | 0.06% | 246,843 | -148,360 | -37.5% | -$575.34万 | 减仓 |
| CYTK | CYTOKINETICS INC | $978.19万 | 0.06% | 114,824 | -101,945 | -47.0% | -$868.47万 | 减仓 |
| POR | PORTLAND GEN ELEC CO | $979.71万 | 0.06% | 189,023 | 189,023 | — | $979.71万 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $986.13万 | 0.06% | 223,917 | -1,042,472 | -82.3% | -$4,591.05万 | 减仓 |
| INTC | INTEL CORP | $994.61万 | 0.06% | 71,232 | 57,628 | 423.6% | $804.66万 | 重新持有 |
| DTM | DT MIDSTREAM INC | $997.38万 | 0.06% | 67,969 | -176,945 | -72.2% | -$2,596.49万 | 重新持有 |
| ATEC | ALPHATEC HLDGS INC | $1,014.70万 | 0.07% | 1,173,065 | 557,645 | 90.6% | $482.36万 | 重新持有 |
| SITM | SITIME CORP | $1,026.79万 | 0.07% | 13,772 | -12,139 | -46.8% | -$905.04万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $1,040.79万 | 0.07% | 53,470 | 53,470 | — | $1,040.79万 | 新建仓 |
| MAIR | MADISON AIR SOLUTIONS CORP | $1,057.49万 | 0.07% | 271,151 | 271,151 | — | $1,057.49万 | 新建仓 |
| RELY | REMITLY GLOBAL INC | $1,057.74万 | 0.07% | 471,995 | 471,995 | — | $1,057.74万 | 新建仓 |
| RACE | FERRARI N V | $1,060.32万 | 0.07% | 28,481 | 28,481 | — | $1,060.32万 | 新建仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $1,065.41万 | 0.07% | 113,101 | 113,101 | — | $1,065.41万 | 新建仓 |
| ADSK | AUTODESK INC | $1,074.23万 | 0.07% | 55,253 | -57,852 | -51.1% | -$1,124.76万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $1,075.69万 | 0.07% | 119,508 | 113,809 | 1,997.0% | $1,024.39万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,083.22万 | 0.07% | 18,647 | 3,856 | 26.1% | $224.00万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $1,103.82万 | 0.07% | 496,320 | 41,052 | 9.0% | $91.30万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $1,123.90万 | 0.07% | 276,687 | 276,687 | — | $1,123.90万 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1,148.56万 | 0.07% | 63,976 | -155,613 | -70.9% | -$2,793.72万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,155.17万 | 0.07% | 41,105 | 41,105 | — | $1,155.17万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,175.69万 | 0.08% | 15,406 | 15,406 | — | $1,175.69万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $1,187.02万 | 0.08% | 40,539 | 40,538 | 4,053,800.0% | $1,186.99万 | 加仓 |
| KRMN | KARMAN HLDGS INC | $1,198.09万 | 0.08% | 240,002 | 240,001 | 24,000,100.0% | $1,198.09万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $1,198.86万 | 0.08% | 682,336 | 682,336 | — | $1,198.86万 | 新建仓 |
| ESTC | ELASTIC N V | $1,206.39万 | 0.08% | 211,573 | -2,053,233 | -90.7% | -$1.17亿 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,213.82万 | 0.08% | 64,813 | 64,813 | — | $1,213.82万 | 新建仓 |
| TSLA | TESLA INC | $1,216.80万 | 0.08% | 28,930 | 28,930 | — | $1,216.80万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $1,220.90万 | 0.08% | 404,271 | 404,271 | — | $1,220.90万 | 新建仓 |
| ADC | AGREE RLTY CORP | $1,221.71万 | 0.08% | 161,303 | -474,433 | -74.6% | -$3,593.36万 | 重新持有 |
| LW | LAMB WESTON HLDGS INC | $1,226.48万 | 0.08% | 284,038 | 134,038 | 89.4% | $578.78万 | 加仓 |
| QCOM | QUALCOMM INC | $1,232.44万 | 0.08% | 66,694 | 55,495 | 495.5% | $1,025.49万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,235.39万 | 0.08% | 37,384 | -80,304 | -68.2% | -$2,653.73万 | 减仓 |
| OGS | ONE GAS INC | $1,244.69万 | 0.08% | 161,501 | 147,912 | 1,088.5% | $1,139.96万 | 加仓 |
| LKQ | LKQ CORP | $1,249.28万 | 0.08% | 474,471 | 474,471 | — | $1,249.28万 | 新建仓 |
| EVR | EVERCORE INC | $1,256.23万 | 0.08% | 36,792 | -12,030 | -24.6% | -$410.75万 | 减仓 |
| BRZE | BRAZE INC | $1,263.20万 | 0.08% | 582,390 | -170,357 | -22.6% | -$369.50万 | 减仓 |
| TRGP | TARGA RES CORP | $1,267.39万 | 0.08% | 47,266 | -187,131 | -79.8% | -$5,017.73万 | 重新持有 |
| DK | DELEK US HLDGS INC NEW | $1,289.90万 | 0.08% | 253,868 | 253,868 | — | $1,289.90万 | 新建仓 |
| RKT | ROCKET COS INC | $1,319.39万 | 0.08% | 837,705 | 837,705 | — | $1,319.39万 | 新建仓 |
| MMM | 3M CO | $1,375.17万 | 0.09% | 84,934 | 84,934 | — | $1,375.17万 | 新建仓 |
| PAYX | PAYCHEX INC | $1,380.75万 | 0.09% | 140,420 | 140,420 | — | $1,380.75万 | 新建仓 |
| SMTC | SEMTECH CORP | $1,400.20万 | 0.09% | 86,512 | 27,688 | 47.1% | $448.13万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,401.29万 | 0.09% | 41,852 | -294,199 | -87.5% | -$9,850.37万 | 重新持有 |
| STT | STATE STR CORP | $1,420.54万 | 0.09% | 83,758 | -187,710 | -69.1% | -$3,183.56万 | 减仓 |
| ARMK | ARAMARK | $1,425.95万 | 0.09% | 250,607 | 250,274 | 75,157.4% | $1,424.06万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $1,441.56万 | 0.09% | 103,013 | 95,629 | 1,295.1% | $1,338.23万 | 加仓 |
| CCJ | CAMECO CORP | $1,459.34万 | 0.09% | 143,269 | -114,713 | -44.5% | -$1,168.47万 | 减仓 |
| — | SUPERNUS PHARMACEUTICALS | $1,471.57万 | 0.09% | 316,398 | -324,921 | -50.7% | -$1,511.21万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $1,476.06万 | 0.09% | 1,607,903 | 1,222,978 | 317.7% | $1,122.69万 | 加仓 |
| BPOP | POPULAR INC | $1,476.65万 | 0.09% | 89,941 | 89,941 | — | $1,476.65万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $1,477.89万 | 0.09% | 197,342 | 197,342 | — | $1,477.89万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $1,485.93万 | 0.10% | 6,488,779 | -3,270,347 | -33.5% | -$748.91万 | 减仓 |
| FE | FIRSTENERGY CORP | $1,505.01万 | 0.10% | 316,577 | 316,577 | — | $1,505.01万 | 新建仓 |
| ITT | ITT INC | $1,506.00万 | 0.10% | 76,153 | 52,469 | 221.5% | $1,037.63万 | 加仓 |
| RAL | RALLIANT CORP | $1,521.12万 | 0.10% | 206,590 | -255,771 | -55.3% | -$1,883.24万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,547.60万 | 0.10% | 171,081 | 171,081 | — | $1,547.60万 | 新建仓 |
| ECL | ECOLAB INC | $1,548.21万 | 0.10% | 55,569 | 50,004 | 898.5% | $1,393.16万 | 加仓 |
| MAT | MATTEL INC | $1,555.13万 | 0.10% | 1,120,413 | 1,120,413 | — | $1,555.13万 | 新建仓 |
| APTV | APTIV PLC | $1,564.91万 | 0.10% | 254,954 | -89,799 | -26.0% | -$551.19万 | 重新持有 |
| OVV | OVINTIV INC | $1,572.41万 | 0.10% | 298,653 | -1,014,356 | -77.3% | -$5,340.58万 | 减仓 |
| KGS | KODIAK GAS SVCS INC | $1,574.12万 | 0.10% | 209,519 | 17,048 | 8.9% | $128.08万 | 加仓 |
| AM | ANTERO MIDSTREAM CORP | $1,589.53万 | 0.10% | 698,696 | 170,930 | 32.4% | $388.87万 | 加仓 |
| LLY | ELI LILLY & CO | $1,612.27万 | 0.10% | 13,442 | -40,151 | -74.9% | -$4,815.83万 | 重新持有 |
| RBA | RB GLOBAL INC | $1,625.44万 | 0.10% | 139,583 | 139,583 | — | $1,625.44万 | 新建仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $1,633.24万 | 0.10% | 187,255 | -48,771 | -20.7% | -$425.38万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $1,647.67万 | 0.11% | 334,620 | 334,620 | — | $1,647.67万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $1,678.59万 | 0.11% | 187,259 | 170,583 | 1,022.9% | $1,529.11万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $1,696.43万 | 0.11% | 187,389 | -185,288 | -49.7% | -$1,677.41万 | 减仓 |
| FTV | FORTIVE CORP | $1,707.26万 | 0.11% | 279,467 | 261,873 | 1,488.4% | $1,599.78万 | 加仓 |
| VCYT | VERACYTE INC | $1,761.38万 | 0.11% | 299,911 | 299,911 | — | $1,761.38万 | 新建仓 |
| AGCO | AGCO CORP | $1,762.77万 | 0.11% | 147,266 | 147,266 | — | $1,762.77万 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $1,763.76万 | 0.11% | 685,489 | -153,985 | -18.3% | -$396.20万 | 减仓 |
| TER | TERADYNE INC | $1,765.39万 | 0.11% | 36,487 | 36,487 | — | $1,765.39万 | 新建仓 |
| LEN | LENNAR CORP | $1,782.15万 | 0.11% | 196,944 | -736,334 | -78.9% | -$6,663.09万 | 重新持有 |
| RL | RALPH LAUREN CORP | $1,805.18万 | 0.12% | 44,971 | -111,100 | -71.2% | -$4,459.67万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,807.57万 | 0.12% | 198,198 | -224,661 | -53.1% | -$2,048.91万 | 减仓 |
| PCG | PG&E CORP | $1,809.48万 | 0.12% | 1,075,793 | -401,915 | -27.2% | -$676.02万 | 减仓 |
| BIIB | BIOGEN INC | $1,811.73万 | 0.12% | 83,853 | -103,755 | -55.3% | -$2,241.73万 | 重新持有 |
| DLR | DIGITAL RLTY TR INC | $1,847.82万 | 0.12% | 102,897 | 99,482 | 2,913.1% | $1,786.50万 | 重新持有 |
| HG | HAMILTON INSURANCE GROUP LTD | $1,862.15万 | 0.12% | 548,659 | 55,355 | 11.2% | $187.87万 | 加仓 |
| VSEC | VSE CORP | $1,872.12万 | 0.12% | 81,931 | 81,931 | — | $1,872.12万 | 新建仓 |
| EPAM | EPAM SYS INC | $1,881.63万 | 0.12% | 237,130 | 237,130 | — | $1,881.63万 | 新建仓 |
| CNM | CORE & MAIN INC | $1,890.27万 | 0.12% | 391,766 | 370,542 | 1,745.9% | $1,787.87万 | 重新持有 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $1,891.22万 | 0.12% | 881,688 | 881,688 | — | $1,891.22万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1,900.21万 | 0.12% | 643,486 | 7,370 | 1.2% | $21.76万 | 加仓 |
| RBRK | RUBRIK INC. | $1,956.66万 | 0.13% | 243,730 | 0 | 0.0% | — | 不变 |
| MKTX | MARKETAXESS HLDGS INC | $1,961.10万 | 0.13% | 172,799 | 172,799 | — | $1,961.10万 | 新建仓 |
| XYZ | BLOCK INC | $2,011.32万 | 0.13% | 264,648 | 54,863 | 26.2% | $416.96万 | 加仓 |
| SANM | SANMINA CORP | $2,031.57万 | 0.13% | 80,274 | 35,284 | 78.4% | $892.97万 | 加仓 |
| HUM | HUMANA INC | $2,041.31万 | 0.13% | 51,390 | 51,390 | — | $2,041.31万 | 新建仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $2,046.53万 | 0.13% | 604,053 | 69,643 | 13.0% | $235.95万 | 加仓 |
| BSY | BENTLEY SYS INC | $2,055.22万 | 0.13% | 687,595 | 675,142 | 5,421.5% | $2,018.00万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,063.55万 | 0.13% | 205,779 | 87,005 | 73.3% | $872.49万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,083.92万 | 0.13% | 364,194 | -241,993 | -39.9% | -$1,384.68万 | 减仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $2,114.21万 | 0.14% | 362,333 | -328,639 | -47.6% | -$1,917.61万 | 减仓 |
| SAIL | SAILPOINT INC | $2,126.63万 | 0.14% | 1,452,613 | 1,452,612 | 145,261,200.0% | $2,126.62万 | 加仓 |