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 |
|---|---|---|---|---|---|---|---|---|
| RSI | RUSH STREET INTERACTIVE INC | $21.30万 | 0.00% | 9,793 | 9,793 | — | $21.30万 | 新建仓 |
| LIND | LINDBLAD EXPEDITIONS HLDGS I | $21.56万 | 0.00% | 12,461 | 12,461 | — | $21.56万 | 新建仓 |
| HGV | HILTON GRAND VACATIONS INC | $22.27万 | 0.00% | 5,694 | 5,694 | — | $22.27万 | 新建仓 |
| COMP | COMPASS INC | $22.48万 | 0.00% | 30,754 | 30,754 | — | $22.48万 | 新建仓 |
| WWW | WOLVERINE WORLD WIDE INC | $22.53万 | 0.00% | 13,805 | -13,264 | -49.0% | -$21.65万 | 减仓 |
| DAKT | DAKTRONICS INC | $22.70万 | 0.00% | 11,610 | 11,610 | — | $22.70万 | 新建仓 |
| LION | LIONSGATE STUDIOS CORP | $22.86万 | 0.00% | 23,833 | -50,839 | -68.1% | -$48.75万 | 重新持有 |
| BLMN | BLOOMIN BRANDS INC | $22.89万 | 0.00% | 42,396 | -3,764 | -8.2% | -$2.03万 | 减仓 |
| NVAX | NOVAVAX INC | $22.94万 | 0.00% | 28,176 | -68,824 | -71.0% | -$56.02万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $23.18万 | 0.00% | 6,533 | -461,228 | -98.6% | -$1,636.44万 | 减仓 |
| ALH | ALLIANCE LAUNDRY HLDGS INC | $23.22万 | 0.00% | 11,198 | -238,802 | -95.5% | -$495.28万 | 减仓 |
| CRAI | CRA INTL INC | $23.23万 | 0.00% | 1,435 | 1,435 | — | $23.23万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $23.44万 | 0.00% | 1,005 | -142,972 | -99.3% | -$3,334.96万 | 减仓 |
| TRMK | TRUSTMARK CORP | $23.45万 | 0.00% | 5,564 | 5,564 | — | $23.45万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $23.61万 | 0.00% | 873 | 873 | — | $23.61万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $23.78万 | 0.00% | 560 | 560 | — | $23.78万 | 新建仓 |
| WRLD | WORLD ACCEP CORPORATION | $24.20万 | 0.00% | 1,792 | 1,792 | — | $24.20万 | 新建仓 |
| VYX | NCR VOYIX CORPORATION | $24.30万 | 0.00% | 38,383 | -39,362 | -50.6% | -$24.92万 | 减仓 |
| STRA | STRATEGIC ED INC | $25.08万 | 0.00% | 3,023 | -3,111 | -50.7% | -$25.81万 | 重新持有 |
| SYF | SYNCHRONY FINANCIAL | $25.19万 | 0.00% | 3,704 | -445,195 | -99.2% | -$3,028.22万 | 减仓 |
| REPX | RILEY EXPLORATION PERMIAN IN | $25.27万 | 0.00% | 6,932 | 6,932 | — | $25.27万 | 新建仓 |
| GPGI | GPGI INC | $25.39万 | 0.00% | 14,848 | 14,848 | — | $25.39万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $25.62万 | 0.00% | 4,090 | 4,090 | — | $25.62万 | 新建仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $26.21万 | 0.00% | 15,054 | 15,054 | — | $26.21万 | 新建仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $26.73万 | 0.00% | 3,670 | 3,670 | — | $26.73万 | 新建仓 |
| CGNX | COGNEX CORP | $26.77万 | 0.00% | 5,464 | -81,079 | -93.7% | -$397.21万 | 减仓 |
| ATEN | A10 NETWORKS INC | $26.80万 | 0.00% | 11,591 | 1,447 | 14.3% | $3.35万 | 重新持有 |
| CCB | COASTAL FINL CORP WA | $26.91万 | 0.00% | 3,536 | 3,536 | — | $26.91万 | 新建仓 |
| COUR | COURSERA INC | $27.14万 | 0.00% | 46,635 | 21,041 | 82.2% | $12.25万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $27.53万 | 0.00% | 3,629 | -22,904 | -86.3% | -$173.73万 | 重新持有 |
| DORM | DORMAN PRODS INC | $27.56万 | 0.00% | 2,641 | -2,404 | -47.7% | -$25.09万 | 减仓 |
| GOOG | ALPHABET INC | $28.08万 | 0.00% | 979 | 979 | — | $28.08万 | 新建仓 |
| WTTR | SELECT WATER SOLUTIONS INC | $28.49万 | 0.00% | 18,619 | 18,619 | — | $28.49万 | 新建仓 |
| KWR | QUAKER HOUGHTON | $28.52万 | 0.00% | 2,296 | -400 | -14.8% | -$4.97万 | 减仓 |
| FTDR | FRONTDOOR INC | $28.97万 | 0.00% | 5,480 | 5,480 | — | $28.97万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $29.00万 | 0.00% | 1,484 | -116,152 | -98.7% | -$2,269.61万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $29.08万 | 0.00% | 1,685 | -2,714 | -61.7% | -$46.84万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $29.44万 | 0.00% | 68,628 | 68,628 | — | $29.44万 | 新建仓 |
| YOU | CLEAR SECURE INC | $29.45万 | 0.00% | 6,083 | 6,083 | — | $29.45万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $29.52万 | 0.00% | 6,283 | -851,817 | -99.3% | -$4,002.69万 | 减仓 |
| TFSL | TFS FINL CORP | $29.97万 | 0.00% | 21,334 | 21,334 | — | $29.97万 | 新建仓 |
| HNI | HNI CORP | $30.43万 | 0.00% | 9,113 | -23,869 | -72.4% | -$79.70万 | 减仓 |
| NWBI | NORTHWEST BANCSHARES INC | $30.63万 | 0.00% | 24,134 | 24,134 | — | $30.63万 | 新建仓 |
| PLPC | PREFORMED LINE PRODS CO | $30.95万 | 0.00% | 1,143 | 1,143 | — | $30.95万 | 新建仓 |
| RH | RH | $31.07万 | 0.00% | 2,222 | -176,976 | -98.8% | -$2,474.48万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $31.14万 | 0.00% | 5,670 | -2,875 | -33.6% | -$15.79万 | 减仓 |
| DEA | EASTERLY GOVT PPTYS INC | $31.14万 | 0.00% | 14,533 | -7,319 | -33.5% | -$15.68万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $31.36万 | 0.00% | 4,322 | -24,730 | -85.1% | -$179.42万 | 重新持有 |
| TRN | TRINITY INDS INC | $31.46万 | 0.00% | 9,776 | -29,629 | -75.2% | -$95.35万 | 减仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $31.56万 | 0.00% | 1,615 | 595 | 58.3% | $11.63万 | 重新持有 |
| AXSM | AXSOME THERAPEUTICS INC. | $31.89万 | 0.00% | 1,887 | -607 | -24.3% | -$10.26万 | 重新持有 |
| PLAY | DAVE & BUSTERS ENTMT INC | $31.90万 | 0.00% | 29,455 | 10,938 | 59.1% | $11.85万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $31.95万 | 0.00% | 13,843 | -3,231 | -18.9% | -$7.46万 | 减仓 |
| TBBK | BANCORP INC DEL | $32.03万 | 0.00% | 5,962 | 5,962 | — | $32.03万 | 新建仓 |
| RPD | RAPID7 INC | $32.19万 | 0.00% | 58,421 | 35,122 | 150.7% | $19.35万 | 重新持有 |
| ZYME | ZYMEWORKS INC | $32.41万 | 0.00% | 12,945 | 12,945 | — | $32.41万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $32.42万 | 0.00% | 8,815 | -965,767 | -99.1% | -$3,552.09万 | 减仓 |
| LAZ | LAZARD INC | $32.47万 | 0.00% | 7,643 | 7,643 | — | $32.47万 | 新建仓 |
| GEF | GREIF INC | $32.48万 | 0.00% | 4,843 | 4,843 | — | $32.48万 | 新建仓 |
| MUR | MURPHY OIL CORP | $32.48万 | 0.00% | 7,875 | -734,683 | -98.9% | -$3,030.57万 | 重新持有 |
| APPF | APPFOLIO INC | $32.73万 | 0.00% | 2,074 | 944 | 83.5% | $14.90万 | 重新持有 |
| ROOT | ROOT INC | $32.75万 | 0.00% | 7,415 | 7,415 | — | $32.75万 | 新建仓 |
| LFUS | LITTELFUSE INC | $32.95万 | 0.00% | 971 | 188 | 24.0% | $6.38万 | 重新持有 |
| MGY | MAGNOLIA OIL & GAS CORP | $33.27万 | 0.00% | 10,538 | 10,538 | — | $33.27万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $33.37万 | 0.00% | 2,641 | -6,282 | -70.4% | -$79.39万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $33.53万 | 0.00% | 12,196 | -38,350 | -75.9% | -$105.42万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $33.59万 | 0.00% | 8,527 | 8,527 | — | $33.59万 | 新建仓 |
| ARHS | ARHAUS INC | $33.88万 | 0.00% | 49,966 | 49,966 | — | $33.88万 | 新建仓 |
| WING | WINGSTOP INC | $34.48万 | 0.00% | 2,225 | 2,225 | — | $34.48万 | 新建仓 |
| POST | POST HLDGS INC | $34.55万 | 0.00% | 3,495 | -8,987 | -72.0% | -$88.85万 | 重新持有 |
| FICO | FAIR ISAAC CORP | $34.91万 | 0.00% | 327 | -6,097 | -94.9% | -$650.88万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $34.93万 | 0.00% | 22,319 | -14,499 | -39.4% | -$22.69万 | 减仓 |
| STC | STEWART INFORMATION SVCS COR | $35.12万 | 0.00% | 5,703 | 5,703 | — | $35.12万 | 新建仓 |
| PLUS | EPLUS INC | $35.73万 | 0.00% | 4,748 | 4,748 | — | $35.73万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $35.84万 | 0.00% | 4,281 | 4,281 | — | $35.84万 | 新建仓 |
| KMPR | KEMPER CORP | $36.36万 | 0.00% | 11,897 | -10,089 | -45.9% | -$30.83万 | 减仓 |
| SLVM | SYLVAMO CORP | $36.85万 | 0.00% | 8,724 | -30,305 | -77.6% | -$128.01万 | 重新持有 |
| LKFN | LAKELAND FINL CORP | $36.99万 | 0.00% | 6,447 | 6,447 | — | $36.99万 | 新建仓 |
| COR | CENCORA INC | $37.23万 | 0.00% | 1,185 | -37,895 | -97.0% | -$1,190.43万 | 减仓 |
| MCRI | MONARCH CASINO & RESORT INC | $37.66万 | 0.00% | 3,939 | 3,939 | — | $37.66万 | 新建仓 |
| — | TOPBUILD COR | $37.73万 | 0.00% | 1,074 | 1,074 | — | $37.73万 | 新建仓 |
| TRUP | TRUPANION INC | $38.05万 | 0.00% | 14,859 | 8,807 | 145.5% | $22.55万 | 加仓 |
| EVTC | EVERTEC INC | $38.26万 | 0.00% | 13,556 | 5,021 | 58.8% | $14.17万 | 重新持有 |
| RAMP | LIVERAMP HLDGS INC | $38.60万 | 0.00% | 14,556 | 14,556 | — | $38.60万 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $38.86万 | 0.00% | 12,538 | -32,222 | -72.0% | -$99.86万 | 重新持有 |
| MHO | M/I HOMES INC | $38.94万 | 0.00% | 3,180 | -968 | -23.3% | -$11.85万 | 减仓 |
| ICFI | ICF INTL INC | $39.21万 | 0.00% | 6,005 | -10,185 | -62.9% | -$66.50万 | 减仓 |
| WEN | WENDYS CO | $39.44万 | 0.00% | 56,746 | 56,746 | — | $39.44万 | 新建仓 |
| COLD | AMERICOLD REALTY TRUST INC | $39.55万 | 0.00% | 34,514 | 13,697 | 65.8% | $15.70万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $39.73万 | 0.00% | 1,176 | -53,540 | -97.9% | -$1,808.80万 | 减仓 |
| SYNA | SYNAPTICS INC | $40.58万 | 0.00% | 5,794 | 5,794 | — | $40.58万 | 新建仓 |
| MD | PEDIATRIX MEDICAL GROUP INC | $40.79万 | 0.00% | 19,068 | 19,068 | — | $40.79万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $41.34万 | 0.00% | 2,765 | -1,180 | -29.9% | -$17.64万 | 重新持有 |
| ALRM | ALARM COM HLDGS INC | $41.71万 | 0.00% | 9,657 | 2,674 | 38.3% | $11.55万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $41.80万 | 0.00% | 9,282 | 9,282 | — | $41.80万 | 新建仓 |
| EYE | NATIONAL VISION HLDGS INC | $42.44万 | 0.00% | 16,388 | 16,388 | — | $42.44万 | 新建仓 |
| TMUS | T-MOBILE US INC | $43.06万 | 0.00% | 2,050 | 0 | 0.0% | — | 不变 |
| FRT | FEDERAL RLTY INVT TR NEW | $43.17万 | 0.00% | 4,065 | -258,792 | -98.5% | -$2,748.63万 | 减仓 |
| — | THERAVANCE BIOPHARMA INC | $43.25万 | 0.00% | 26,647 | 26,647 | — | $43.25万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $43.31万 | 0.00% | 1,491 | 1,491 | — | $43.31万 | 新建仓 |