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 |
|---|---|---|---|---|---|---|---|---|
| DCH | DAUCH CORP | $19.39万 | 0.00% | 35,784 | 35,784 | — | $19.39万 | 新建仓 |
| WINA | WINMARK CORP | $19.42万 | 0.00% | 459 | 120 | 35.4% | $5.08万 | 加仓 |
| AHCO | ADAPTHEALTH CORP | $19.64万 | 0.00% | 18,844 | 18,844 | — | $19.64万 | 新建仓 |
| BILI | BILIBILI INC | $19.78万 | 0.00% | 11,612 | 11,612 | — | $19.78万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $19.94万 | 0.00% | 4,420 | -709,162 | -99.4% | -$3,199.03万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $20.34万 | 0.00% | 1,080 | 1,067 | 8,207.7% | $20.10万 | 加仓 |
| UTZ | UTZ BRANDS INC | $20.71万 | 0.00% | 26,900 | -73,698 | -73.3% | -$56.75万 | 减仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $21.00万 | 0.00% | 12,388 | 12,388 | — | $21.00万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $21.13万 | 0.00% | 1,286 | -121,045 | -98.9% | -$1,988.40万 | 减仓 |
| SATL | SATELLOGIC INC | $21.39万 | 0.00% | 37,398 | 37,398 | — | $21.39万 | 新建仓 |
| NBTB | NBT BANCORP INC | $21.51万 | 0.00% | 4,357 | 4,357 | — | $21.51万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $23.26万 | 0.00% | 1,228 | -5,789 | -82.5% | -$109.67万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $23.49万 | 0.00% | 3,537 | 3,537 | — | $23.49万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $24.39万 | 0.00% | 4,294 | 570 | 15.3% | $3.24万 | 加仓 |
| NVAX | NOVAVAX INC | $24.70万 | 0.00% | 26,223 | -1,953 | -6.9% | -$1.84万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $24.79万 | 0.00% | 1,929 | 1,552 | 411.7% | $19.94万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $25.21万 | 0.00% | 4,067 | 3,419 | 527.6% | $21.19万 | 加仓 |
| BCC | BOISE CASCADE CO DEL | $25.70万 | 0.00% | 3,310 | -319 | -8.8% | -$2.48万 | 减仓 |
| CRMD | CORMEDIX INC | $26.17万 | 0.00% | 33,335 | 23,003 | 222.6% | $18.06万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $26.18万 | 0.00% | 4,670 | -611,707 | -99.2% | -$3,429.84万 | 减仓 |
| JOE | ST JOE CO | $26.64万 | 0.00% | 4,253 | 4,253 | — | $26.64万 | 新建仓 |
| MSTR | STRATEGY INC | $26.68万 | 0.00% | 3,069 | 3,069 | — | $26.68万 | 新建仓 |
| — | LXP INDUSTRIAL TRUST | $27.11万 | 0.00% | 5,032 | -17,118 | -77.3% | -$92.23万 | 减仓 |
| CNMD | CONMED CORP | $27.28万 | 0.00% | 8,336 | 7,309 | 711.7% | $23.92万 | 加仓 |
| XPRO | EXPRO GROUP HOLDINGS NV | $28.33万 | 0.00% | 19,184 | 4,130 | 27.4% | $6.10万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $28.41万 | 0.00% | 3,292 | -196,631 | -98.4% | -$1,697.13万 | 重新持有 |
| ROOT | ROOT INC | $28.80万 | 0.00% | 5,150 | -2,265 | -30.5% | -$12.67万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $28.80万 | 0.00% | 2,687 | -13,258 | -83.1% | -$142.11万 | 减仓 |
| PAY | PAYMENTUS HOLDINGS INC | $28.81万 | 0.00% | 11,925 | 7,526 | 171.1% | $18.18万 | 加仓 |
| APEI | AMERICAN PUB ED INC | $28.82万 | 0.00% | 5,366 | 5,366 | — | $28.82万 | 新建仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $28.92万 | 0.00% | 20,864 | 20,864 | — | $28.92万 | 新建仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $28.94万 | 0.00% | 5,015 | -23,118 | -82.2% | -$133.39万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $29.06万 | 0.00% | 11,084 | 6,541 | 144.0% | $17.15万 | 加仓 |
| FOX | FOX CORP | $29.15万 | 0.00% | 6,224 | -13,540 | -68.5% | -$63.42万 | 减仓 |
| ESRT | EMPIRE ST RLTY TR INC | $29.28万 | 0.00% | 54,124 | 54,124 | — | $29.28万 | 新建仓 |
| INSM | INSMED INC | $29.36万 | 0.00% | 2,754 | -33,446 | -92.4% | -$356.60万 | 重新持有 |
| BW | BABCOCK & WILCOX ENTERPRISES | $29.40万 | 0.00% | 20,852 | 20,852 | — | $29.40万 | 新建仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $29.51万 | 0.00% | 4,615 | -12,045 | -72.3% | -$77.03万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $29.59万 | 0.00% | 3,673 | -6,919 | -65.3% | -$55.74万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $29.62万 | 0.00% | 10,608 | 10,608 | — | $29.62万 | 新建仓 |
| TDW | TIDEWATER INC NEW | $29.66万 | 0.00% | 4,452 | -2,873 | -39.2% | -$19.14万 | 减仓 |
| SEB | SEABOARD CORP DEL | $29.91万 | 0.00% | 67 | 67 | — | $29.91万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $30.02万 | 0.00% | 8,473 | 8,473 | — | $30.02万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $30.07万 | 0.00% | 38,066 | -109,431 | -74.2% | -$86.45万 | 减仓 |
| ABNB | AIRBNB INC | $30.18万 | 0.00% | 2,109 | -119,449 | -98.3% | -$1,709.32万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $30.27万 | 0.00% | 40,849 | -806,776 | -95.2% | -$597.82万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $30.29万 | 0.00% | 3,571 | -5,732 | -61.6% | -$48.61万 | 减仓 |
| MRX | MAREX GROUP PLC | $30.37万 | 0.00% | 4,982 | 4,981 | 498,100.0% | $30.36万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $30.39万 | 0.00% | 2,309 | -1,630 | -41.4% | -$21.45万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $30.43万 | 0.00% | 10,231 | 438 | 4.5% | $1.30万 | 加仓 |
| EE | EXCELERATE ENERGY INC | $30.52万 | 0.00% | 8,035 | 4,407 | 121.5% | $16.74万 | 加仓 |
| IMAX | IMAX CORP | $30.82万 | 0.00% | 7,733 | 7,733 | — | $30.82万 | 新建仓 |
| TOWN | TOWNEBANK PORTSMOUTH VA | $31.00万 | 0.00% | 8,555 | -6,045 | -41.4% | -$21.91万 | 减仓 |
| SM | SM ENERGY COMPANY | $31.10万 | 0.00% | 11,914 | -156,930 | -92.9% | -$409.59万 | 重新持有 |
| LII | LENNOX INTL INC | $31.11万 | 0.00% | 543 | -5,577 | -91.1% | -$319.53万 | 减仓 |
| FLOC | FLOWCO HLDGS INC | $31.32万 | 0.00% | 14,676 | 14,676 | — | $31.32万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $31.43万 | 0.00% | 1,936 | -3,811 | -66.3% | -$61.87万 | 减仓 |
| CSIQ | CANADIAN SOLAR INC | $31.59万 | 0.00% | 19,721 | 19,721 | — | $31.59万 | 新建仓 |
| RVLV | REVOLVE GROUP INC | $31.95万 | 0.00% | 13,959 | -12,755 | -47.7% | -$29.20万 | 减仓 |
| CRK | COMSTOCK RES INC | $32.17万 | 0.00% | 21,562 | -359,640 | -94.3% | -$536.58万 | 重新持有 |
| AORT | ARTIVION INC | $32.82万 | 0.00% | 14,607 | 14,607 | — | $32.82万 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $33.18万 | 0.00% | 17,656 | 17,656 | — | $33.18万 | 新建仓 |
| RCAT | RED CAT HLDGS INC | $33.19万 | 0.00% | 31,166 | 31,166 | — | $33.19万 | 新建仓 |
| NPKI | NPK INTERNATIONAL INC | $33.22万 | 0.00% | 20,879 | 20,879 | — | $33.22万 | 新建仓 |
| FUL | FULLER H B CO | $33.31万 | 0.00% | 5,715 | -23,543 | -80.5% | -$137.23万 | 减仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $33.48万 | 0.00% | 8,814 | 287 | 3.4% | $1.09万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $33.83万 | 0.00% | 4,859 | -1,574 | -24.5% | -$10.96万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $34.19万 | 0.00% | 920 | -2,002 | -68.5% | -$74.41万 | 减仓 |
| YOU | CLEAR SECURE INC | $34.45万 | 0.00% | 6,181 | 98 | 1.6% | $5,462 | 加仓 |
| CUBE | CUBESMART | $34.77万 | 0.00% | 8,744 | -71,463 | -89.1% | -$284.21万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $34.84万 | 0.00% | 7,811 | 4,790 | 158.6% | $21.37万 | 加仓 |
| JD | JD.COM INC | $34.91万 | 0.00% | 13,700 | 13,700 | — | $34.91万 | 新建仓 |
| APPF | APPFOLIO INC | $34.94万 | 0.00% | 2,179 | 105 | 5.1% | $1.68万 | 加仓 |
| ARGX | ARGENX SE | $35.16万 | 0.00% | 379 | 379 | — | $35.16万 | 新建仓 |
| RHLD | RESOLUTE HLDGS MGMT INC | $35.19万 | 0.00% | 2,435 | 2,435 | — | $35.19万 | 新建仓 |
| DIOD | DIODES INC | $35.38万 | 0.00% | 3,233 | 3,233 | — | $35.38万 | 新建仓 |
| ECVT | ECOVYST INC | $35.48万 | 0.00% | 28,502 | 28,502 | — | $35.48万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $35.53万 | 0.00% | 4,737 | -4,235 | -47.2% | -$31.76万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $35.65万 | 0.00% | 7,750 | 7,750 | — | $35.65万 | 新建仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $36.41万 | 0.00% | 5,067 | 5,067 | — | $36.41万 | 新建仓 |
| SLVM | SYLVAMO CORP | $36.43万 | 0.00% | 9,638 | 914 | 10.5% | $3.45万 | 加仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $37.44万 | 0.00% | 11,521 | -136,811 | -92.2% | -$444.64万 | 重新持有 |
| KTB | KONTOOR BRANDS INC | $37.49万 | 0.00% | 4,499 | 4,499 | — | $37.49万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $37.50万 | 0.00% | 1,863 | 1,863 | — | $37.50万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $37.51万 | 0.00% | 817 | -72,188 | -98.9% | -$3,314.37万 | 减仓 |
| ETD | ETHAN ALLEN INTERIORS INC | $38.10万 | 0.00% | 17,056 | 17,056 | — | $38.10万 | 新建仓 |
| PTCT | PTC THERAPEUTICS INC | $38.15万 | 0.00% | 4,677 | -10,823 | -69.8% | -$88.28万 | 减仓 |
| CBL | CBL & ASSOC PPTYS INC | $38.28万 | 0.00% | 7,210 | 7,210 | — | $38.28万 | 新建仓 |
| ENR | ENERGIZER HLDGS INC | $39.17万 | 0.00% | 18,270 | -41,858 | -69.6% | -$89.74万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $39.25万 | 0.00% | 11,982 | 11,982 | — | $39.25万 | 新建仓 |
| PZZA | PAPA JOHNS INTL INC | $39.37万 | 0.00% | 10,708 | 10,707 | 1,070,700.0% | $39.37万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $39.57万 | 0.00% | 22,319 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $40.05万 | 0.00% | 7,925 | 7,925 | — | $40.05万 | 新建仓 |
| XPEL | XPEL INC | $40.33万 | 0.00% | 8,131 | 6,448 | 383.1% | $31.98万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $40.68万 | 0.00% | 5,988 | 5,988 | — | $40.68万 | 新建仓 |
| CXT | CRANE NXT CO | $40.83万 | 0.00% | 7,980 | -23,424 | -74.6% | -$119.84万 | 减仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $41.01万 | 0.00% | 5,070 | 2,630 | 107.8% | $21.27万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $41.15万 | 0.00% | 1,608 | 1,608 | — | $41.15万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $41.67万 | 0.00% | 2,874 | 2,874 | — | $41.67万 | 新建仓 |
| LFUS | LITTELFUSE INC | $42.07万 | 0.00% | 924 | -47 | -4.8% | -$2.14万 | 减仓 |