Freestone Grove Partners LP
San Francisco CA · SEC CIK 0002007591
$141.58亿2026Q1 申报市值
962持仓数
19.0%前十大占比 · 第一大 5.6%
397 / 152新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
C 重新持有+$1.33亿
PNFP 新建仓+$1.11亿
JNJ 加仓+$9,956.11万
AXS 加仓+$9,588.58万
AIG 加仓+$9,394.69万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$2.90亿
COTERRA ENERGY I 重新持有-$1.24亿
CIEN 重新持有-$1.19亿
SNDK 重新持有-$1.09亿
OVV 减仓-$1.05亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CCS | CENTURY COMMUNITIES INC | $6.35万 | 0.00% | 1,106 | -6,159 | -84.8% | -$35.34万 | 减仓 |
| BL | BLACKLINE INC | $6.53万 | 0.00% | 1,765 | 1,765 | — | $6.53万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $6.55万 | 0.00% | 332 | -37,718 | -99.1% | -$744.02万 | 减仓 |
| AA | ALCOA CORP | $6.65万 | 0.00% | 1,003 | 1,003 | — | $6.65万 | 新建仓 |
| LBRT | LIBERTY ENERGY INC | $6.76万 | 0.00% | 2,346 | -345,879 | -99.3% | -$996.13万 | 减仓 |
| NWN | NORTHWEST NAT HLDG CO | $6.82万 | 0.00% | 1,282 | 1,282 | — | $6.82万 | 新建仓 |
| CRMD | CORMEDIX INC | $7.02万 | 0.00% | 10,332 | 10,332 | — | $7.02万 | 新建仓 |
| IMKTA | INGLES MKTS INC | $7.06万 | 0.00% | 785 | 785 | — | $7.06万 | 新建仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $7.23万 | 0.00% | 1,594 | 1,594 | — | $7.23万 | 新建仓 |
| XHR | XENIA HOTELS & RESORTS INC | $7.33万 | 0.00% | 4,941 | 4,941 | — | $7.33万 | 新建仓 |
| XPEL | XPEL INC | $7.45万 | 0.00% | 1,683 | 1,683 | — | $7.45万 | 新建仓 |
| CDNA | CAREDX INC | $7.67万 | 0.00% | 4,416 | -15,262 | -77.6% | -$26.49万 | 重新持有 |
| ABUS | ARBUTUS BIOPHARMA CORP | $8.10万 | 0.00% | 18,006 | 18,006 | — | $8.10万 | 新建仓 |
| KRUS | KURA SUSHI USA INC | $8.25万 | 0.00% | 1,182 | 1,182 | — | $8.25万 | 新建仓 |
| CHEF | CHEFS WHSE INC | $8.69万 | 0.00% | 1,461 | 1,461 | — | $8.69万 | 新建仓 |
| AMRC | AMERESCO INC | $8.77万 | 0.00% | 3,440 | -4,596 | -57.2% | -$11.72万 | 重新持有 |
| HLIT | HARMONIC INC | $8.88万 | 0.00% | 9,888 | 9,888 | — | $8.88万 | 新建仓 |
| WAFD | WAFD INC | $9.06万 | 0.00% | 2,886 | 2,886 | — | $9.06万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $9.09万 | 0.00% | 528 | -8,675 | -94.3% | -$149.31万 | 重新持有 |
| ARLO | ARLO TECHNOLOGIES INC | $9.25万 | 0.00% | 6,501 | -21,290 | -76.6% | -$30.30万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $9.54万 | 0.00% | 581 | 581 | — | $9.54万 | 新建仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $9.60万 | 0.00% | 3,000 | 3,000 | — | $9.60万 | 新建仓 |
| ADTN | ADTRAN HOLDINGS INC | $9.73万 | 0.00% | 7,731 | -2,291 | -22.9% | -$2.88万 | 减仓 |
| — | BIOLIFE SOLUTIONS INC | $9.85万 | 0.00% | 5,163 | 5,163 | — | $9.85万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $9.86万 | 0.00% | 13,989 | -679 | -4.6% | -$4,787 | 减仓 |
| CERT | CERTARA INC | $9.87万 | 0.00% | 17,312 | 17,312 | — | $9.87万 | 新建仓 |
| AZTA | AZENTA INC | $9.93万 | 0.00% | 4,698 | 4,698 | — | $9.93万 | 新建仓 |
| SSD | SIMPSON MFG INC | $10.19万 | 0.00% | 594 | 594 | — | $10.19万 | 新建仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $10.70万 | 0.00% | 4,543 | 4,543 | — | $10.70万 | 新建仓 |
| NEU | NEWMARKET CORP | $10.70万 | 0.00% | 167 | -1,389 | -89.3% | -$89.03万 | 减仓 |
| PRGS | PROGRESS SOFTWARE CORP | $10.74万 | 0.00% | 4,189 | -4,090 | -49.4% | -$10.49万 | 重新持有 |
| VTS | VITESSE ENERGY INC | $10.83万 | 0.00% | 5,965 | 5,965 | — | $10.83万 | 新建仓 |
| EGP | EASTGROUP PPTYS INC | $10.90万 | 0.00% | 589 | -1,850 | -75.9% | -$34.24万 | 重新持有 |
| TVTX | TRAVERE THERAPEUTICS INC | $11.06万 | 0.00% | 3,724 | 3,724 | — | $11.06万 | 新建仓 |
| PAY | PAYMENTUS HOLDINGS INC | $11.17万 | 0.00% | 4,399 | 4,399 | — | $11.17万 | 新建仓 |
| CBRE | CBRE GROUP INC | $11.22万 | 0.00% | 828 | -1,004 | -54.8% | -$13.60万 | 减仓 |
| LINE | LINEAGE INC | $11.52万 | 0.00% | 3,517 | 3,517 | — | $11.52万 | 新建仓 |
| CMP | COMPASS MINERALS INTL INC | $11.76万 | 0.00% | 5,036 | 5,036 | — | $11.76万 | 新建仓 |
| POWI | POWER INTEGRATIONS INC | $11.99万 | 0.00% | 2,342 | -10,246 | -81.4% | -$52.46万 | 重新持有 |
| EE | EXCELERATE ENERGY INC | $12.12万 | 0.00% | 3,628 | 3,628 | — | $12.12万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $12.21万 | 0.00% | 5,363 | -26,321 | -83.1% | -$59.93万 | 减仓 |
| DMC | FRESH DEL MONTE PRODUCE INC | $12.49万 | 0.00% | 3,103 | 3,103 | — | $12.49万 | 新建仓 |
| CVI | CVR ENERGY INC | $12.66万 | 0.00% | 3,763 | 3,763 | — | $12.66万 | 新建仓 |
| MXL | MAXLINEAR INC | $12.67万 | 0.00% | 7,288 | 7,288 | — | $12.67万 | 新建仓 |
| COHU | COHU INC | $12.78万 | 0.00% | 4,175 | 4,175 | — | $12.78万 | 新建仓 |
| CDRE | CADRE HLDGS INC | $12.81万 | 0.00% | 4,177 | 4,177 | — | $12.81万 | 新建仓 |
| NMRK | NEWMARK GROUP INC | $12.87万 | 0.00% | 8,583 | 8,583 | — | $12.87万 | 新建仓 |
| DFH | DREAM FINDERS HOMES INC | $12.88万 | 0.00% | 9,256 | 9,256 | — | $12.88万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $13.08万 | 0.00% | 2,323 | 2,323 | — | $13.08万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $13.27万 | 0.00% | 457 | -4,594 | -91.0% | -$133.36万 | 减仓 |
| SAIA | SAIA INC | $13.35万 | 0.00% | 380 | -187,703 | -99.8% | -$6,593.61万 | 重新持有 |
| FLGT | FULGENT GENETICS INC | $13.37万 | 0.00% | 8,406 | 8,406 | — | $13.37万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $13.48万 | 0.00% | 27,179 | 27,179 | — | $13.48万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $13.51万 | 0.00% | 1,445 | -3,188 | -68.8% | -$29.80万 | 减仓 |
| ILMN | ILLUMINA INC | $13.71万 | 0.00% | 1,112 | -213,464 | -99.5% | -$2,631.15万 | 重新持有 |
| TILE | INTERFACE INC | $14.09万 | 0.00% | 5,656 | 5,656 | — | $14.09万 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $14.37万 | 0.00% | 2,440 | 2,440 | — | $14.37万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $14.42万 | 0.00% | 1,818 | -1,976 | -52.1% | -$15.68万 | 重新持有 |
| WINA | WINMARK CORP | $14.49万 | 0.00% | 339 | 339 | — | $14.49万 | 新建仓 |
| MLKN | MILLERKNOLL INC | $14.74万 | 0.00% | 10,191 | 10,191 | — | $14.74万 | 新建仓 |
| BLBD | BLUE BIRD CORP | $14.74万 | 0.00% | 2,596 | -7,676 | -74.7% | -$43.59万 | 减仓 |
| ROG | ROGERS CORP | $14.85万 | 0.00% | 1,384 | 1,384 | — | $14.85万 | 新建仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $14.96万 | 0.00% | 5,128 | 5,128 | — | $14.96万 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC | $14.97万 | 0.00% | 3,555 | 3,555 | — | $14.97万 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $15.06万 | 0.00% | 6,920 | -11,595 | -62.6% | -$25.23万 | 重新持有 |
| — | GLOBAL BUSINESS TRAVEL GROUP | $15.25万 | 0.00% | 27,328 | 27,328 | — | $15.25万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $15.36万 | 0.00% | 29,825 | -72,567 | -70.9% | -$37.37万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $15.58万 | 0.00% | 3,021 | -5,655 | -65.2% | -$29.17万 | 重新持有 |
| — | ACV AUCTIONS INC | $16.03万 | 0.00% | 37,799 | -71,075 | -65.3% | -$30.14万 | 重新持有 |
| TDAY | USA TODAY CO INC | $16.14万 | 0.00% | 22,896 | 22,896 | — | $16.14万 | 新建仓 |
| SYK | STRYKER CORPORATION | $16.20万 | 0.00% | 493 | -98,655 | -99.5% | -$3,241.71万 | 重新持有 |
| ENVX | ENOVIX CORPORATION | $16.65万 | 0.00% | 32,136 | -11,955 | -27.1% | -$6.19万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $16.72万 | 0.00% | 592 | -1,927 | -76.5% | -$54.41万 | 重新持有 |
| NRDS | NERDWALLET INC | $16.75万 | 0.00% | 16,137 | 16,137 | — | $16.75万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $16.91万 | 0.00% | 6,017 | -20,062 | -76.9% | -$56.39万 | 减仓 |
| STBA | S & T BANCORP INC | $17.19万 | 0.00% | 4,110 | 4,110 | — | $17.19万 | 新建仓 |
| ENTG | ENTEGRIS INC | $17.20万 | 0.00% | 1,467 | -6,561 | -81.7% | -$76.92万 | 减仓 |
| LOAR | LOAR HOLDINGS INC | $17.32万 | 0.00% | 3,024 | 8 | 0.3% | $458 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $17.45万 | 0.00% | 2,360 | 2,360 | — | $17.45万 | 新建仓 |
| CALX | CALIX INC | $17.62万 | 0.00% | 3,596 | -10,157 | -73.9% | -$49.76万 | 减仓 |
| ATR | APTARGROUP INC | $17.72万 | 0.00% | 1,406 | -9,347 | -86.9% | -$117.79万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $17.76万 | 0.00% | 1,184 | 1,184 | — | $17.76万 | 新建仓 |
| OGN | ORGANON & CO | $18.43万 | 0.00% | 30,774 | -22,963 | -42.7% | -$13.75万 | 减仓 |
| — | ARCOSA INC | $18.64万 | 0.00% | 1,756 | 1,756 | — | $18.64万 | 新建仓 |
| HRL | HORMEL FOODS CORP | $18.94万 | 0.00% | 8,363 | -1,820,318 | -99.5% | -$4,123.02万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $19.00万 | 0.00% | 31,772 | 31,772 | — | $19.00万 | 新建仓 |
| LOPE | GRAND CANYON ED INC | $19.21万 | 0.00% | 1,130 | -2,049 | -64.5% | -$34.84万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $19.29万 | 0.00% | 1,449 | -4,725 | -76.5% | -$62.89万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $19.31万 | 0.00% | 1,674 | 1,674 | — | $19.31万 | 新建仓 |
| BMI | BADGER METER INC | $19.56万 | 0.00% | 1,284 | -32 | -2.4% | -$4,875 | 重新持有 |
| DNOW | DNOW INC | $19.60万 | 0.00% | 16,456 | -5,849 | -26.2% | -$6.97万 | 减仓 |
| NHC | NATIONAL HEALTHCARE CORP | $19.63万 | 0.00% | 1,229 | 1,229 | — | $19.63万 | 新建仓 |
| NBR | NABORS INDUSTRIES LTD | $20.04万 | 0.00% | 2,329 | 2,329 | — | $20.04万 | 新建仓 |
| VCEL | VERICEL CORP | $20.05万 | 0.00% | 6,233 | -12,149 | -66.1% | -$39.08万 | 重新持有 |
| HAYW | HAYWARD HLDGS INC | $20.09万 | 0.00% | 15,013 | 15,013 | — | $20.09万 | 新建仓 |
| MSA | MSA SAFETY INC | $20.12万 | 0.00% | 1,227 | -9,982 | -89.1% | -$163.66万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $20.28万 | 0.00% | 6,433 | 6,433 | — | $20.28万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $20.90万 | 0.00% | 11,486 | -1,314 | -10.3% | -$2.39万 | 重新持有 |
| FND | FLOOR & DECOR HLDGS INC | $21.09万 | 0.00% | 4,151 | -177,715 | -97.7% | -$902.79万 | 重新持有 |
| WMK | WEIS MKTS INC | $21.25万 | 0.00% | 3,107 | 3,107 | — | $21.25万 | 新建仓 |