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 |
|---|---|---|---|---|---|---|---|---|
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -416,481 | -100.0% | -$900.43万 | 清仓 |
| HTFL | HEARTFLOW INC | $0 | 0.00% | 0 | -362,094 | -100.0% | -$880.97万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -194,143 | -100.0% | -$878.11万 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -131,281 | -100.0% | -$857.26万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -559,641 | -100.0% | -$838.34万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -72,483 | -100.0% | -$790.79万 | 清仓 |
| TXNM | TXNM ENERGY INC | $0 | 0.00% | 0 | -131,813 | -100.0% | -$770.58万 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -109,259 | -100.0% | -$735.31万 | 清仓 |
| BLSH | BULLISH | $0 | 0.00% | 0 | -204,868 | -100.0% | -$731.99万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -17,844 | -100.0% | -$710.19万 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -234,953 | -100.0% | -$701.33万 | 清仓 |
| VNO | VORNADO RLTY TR | $0 | 0.00% | 0 | -255,951 | -100.0% | -$665.22万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -123,674 | -100.0% | -$660.54万 | 清仓 |
| VERA | VERA THERAPEUTICS INC | $0 | 0.00% | 0 | -146,097 | -100.0% | -$587.75万 | 清仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -60,694 | -100.0% | -$563.00万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -784,559 | -100.0% | -$516.24万 | 清仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -50,142 | -100.0% | -$493.30万 | 清仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -229,723 | -100.0% | -$476.90万 | 清仓 |
| ITRI | ITRON INC | $0 | 0.00% | 0 | -53,016 | -100.0% | -$475.18万 | 清仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -148,426 | -100.0% | -$467.54万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -21,167 | -100.0% | -$458.71万 | 清仓 |
| EEFT | EURONET WORLDWIDE INC | $0 | 0.00% | 0 | -67,323 | -100.0% | -$446.82万 | 清仓 |
| IRON | DISC MEDICINE INC | $0 | 0.00% | 0 | -68,687 | -100.0% | -$439.18万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -109,327 | -100.0% | -$434.25万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -16,610 | -100.0% | -$432.34万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -206,730 | -100.0% | -$402.30万 | 清仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $0 | 0.00% | 0 | -127,783 | -100.0% | -$399.83万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -8,448 | -100.0% | -$365.27万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -96,215 | -100.0% | -$326.65万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -316,966 | -100.0% | -$315.06万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -11,506 | -100.0% | -$305.08万 | 清仓 |
| CBT | CABOT CORP | $0 | 0.00% | 0 | -39,933 | -100.0% | -$300.74万 | 清仓 |
| HEI/A | HEICO CORP NEW | $0 | 0.00% | 0 | -14,178 | -100.0% | -$299.28万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -39,649 | -100.0% | -$284.56万 | 清仓 |
| INGR | INGREDION INC | $0 | 0.00% | 0 | -23,626 | -100.0% | -$266.17万 | 清仓 |
| EQPT | EQUIPMENTSHARE COM INC | $0 | 0.00% | 0 | -129,595 | -100.0% | -$263.99万 | 清仓 |
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -14,272 | -100.0% | -$260.22万 | 清仓 |
| COCO | VITA COCO CO INC | $0 | 0.00% | 0 | -48,480 | -100.0% | -$232.27万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -36,285 | -100.0% | -$219.05万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -26,606 | -100.0% | -$211.81万 | 清仓 |
| NVR | NVR INC | $0 | 0.00% | 0 | -286 | -100.0% | -$188.47万 | 清仓 |
| HIW | HIGHWOODS PPTYS INC | $0 | 0.00% | 0 | -85,855 | -100.0% | -$183.82万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -50,138 | -100.0% | -$183.45万 | 清仓 |
| ANDG | ANDERSEN GROUP INC | $0 | 0.00% | 0 | -66,795 | -100.0% | -$181.68万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -38,692 | -100.0% | -$177.29万 | 清仓 |
| — | CATALYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -70,568 | -100.0% | -$174.73万 | 清仓 |
| LGN | LEGENCE CORP | $0 | 0.00% | 0 | -30,470 | -100.0% | -$172.03万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -6,133 | -100.0% | -$171.86万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -14,136 | -100.0% | -$168.93万 | 清仓 |
| CHCO | CITY HLDG CO | $0 | 0.00% | 0 | -14,053 | -100.0% | -$167.96万 | 清仓 |
| WFRD | WEATHERFORD INTL PLC | $0 | 0.00% | 0 | -17,633 | -100.0% | -$166.77万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $0 | 0.00% | 0 | -11,997 | -100.0% | -$158.05万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -45,182 | -100.0% | -$150.00万 | 清仓 |
| VRRM | VERRA MOBILITY CORP | $0 | 0.00% | 0 | -104,485 | -100.0% | -$149.31万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -3,619 | -100.0% | -$144.60万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -18,434 | -100.0% | -$138.64万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -40,958 | -100.0% | -$138.19万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -5,675 | -100.0% | -$137.95万 | 清仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -12,584 | -100.0% | -$136.18万 | 清仓 |
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | -36,356 | -100.0% | -$132.44万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -20,114 | -100.0% | -$131.20万 | 清仓 |
| SSNC | SS&C TECH HLDGS | $0 | 0.00% | 0 | -17,689 | -100.0% | -$119.52万 | 清仓 |
| BOBS | BOBS DISC FURNITURE INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$117.50万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -7,904 | -100.0% | -$113.21万 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -7,208 | -100.0% | -$112.10万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -9,476 | -100.0% | -$112.02万 | 清仓 |
| DGX | QUEST DIAGNOSTICS INC | $0 | 0.00% | 0 | -5,690 | -100.0% | -$111.51万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -43,035 | -100.0% | -$111.37万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -18,068 | -100.0% | -$109.87万 | 清仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $0 | 0.00% | 0 | -19,171 | -100.0% | -$108.22万 | 清仓 |
| APLE | APPLE HOSPITALITY REIT INC | $0 | 0.00% | 0 | -91,610 | -100.0% | -$105.44万 | 清仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $0 | 0.00% | 0 | -11,184 | -100.0% | -$103.19万 | 清仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $0 | 0.00% | 0 | -3,823 | -100.0% | -$101.43万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -39,502 | -100.0% | -$100.34万 | 清仓 |
| MTDR | MATADOR RES CO | $0 | 0.00% | 0 | -15,856 | -100.0% | -$100.18万 | 清仓 |
| BJRI | BJS RESTAURANTS INC | $0 | 0.00% | 0 | -28,362 | -100.0% | -$99.55万 | 清仓 |
| WSC | WILLSCOT HLDGS CORP | $0 | 0.00% | 0 | -56,812 | -100.0% | -$98.63万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -5,267 | -100.0% | -$94.81万 | 清仓 |
| PHAT | PHATHOM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -84,573 | -100.0% | -$93.96万 | 清仓 |
| TDC | TERADATA CORP DEL | $0 | 0.00% | 0 | -35,924 | -100.0% | -$92.07万 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -72,844 | -100.0% | -$90.55万 | 清仓 |
| ESAB | ESAB CORPORATION | $0 | 0.00% | 0 | -9,176 | -100.0% | -$88.70万 | 清仓 |
| BDC | BELDEN INC | $0 | 0.00% | 0 | -7,684 | -100.0% | -$88.24万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -81,374 | -100.0% | -$86.74万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -3,883 | -100.0% | -$81.19万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -5,602 | -100.0% | -$81.02万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -24,379 | -100.0% | -$80.99万 | 清仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $0 | 0.00% | 0 | -22,354 | -100.0% | -$78.73万 | 清仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $0 | 0.00% | 0 | -12,157 | -100.0% | -$76.91万 | 清仓 |
| CATY | CATHAY GEN BANCORP | $0 | 0.00% | 0 | -15,008 | -100.0% | -$74.83万 | 清仓 |
| IPAR | INTERPARFUMS INC | $0 | 0.00% | 0 | -8,211 | -100.0% | -$74.59万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -24,792 | -100.0% | -$72.91万 | 清仓 |
| RES | RPC INC | $0 | 0.00% | 0 | -101,545 | -100.0% | -$71.89万 | 清仓 |
| CBZ | CBIZ INC | $0 | 0.00% | 0 | -26,652 | -100.0% | -$71.56万 | 清仓 |
| NSP | INSPERITY INC | $0 | 0.00% | 0 | -26,120 | -100.0% | -$70.63万 | 清仓 |
| EFC | ELLINGTON FINANCIAL INC | $0 | 0.00% | 0 | -58,743 | -100.0% | -$69.61万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -8,238 | -100.0% | -$68.96万 | 清仓 |
| CAKE | CHEESECAKE FACTORY INC | $0 | 0.00% | 0 | -12,466 | -100.0% | -$68.25万 | 清仓 |
| REAL | THE REALREAL INC | $0 | 0.00% | 0 | -74,512 | -100.0% | -$67.66万 | 清仓 |
| UVV | UNIVERSAL CORP VA MTNS BK EN | $0 | 0.00% | 0 | -12,836 | -100.0% | -$67.65万 | 清仓 |