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 |
|---|---|---|---|---|---|---|---|---|
| VITL | VITAL FARMS INC | $129.56万 | 0.01% | 91,753 | 91,753 | — | $129.56万 | 新建仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $130.40万 | 0.01% | 87,989 | 74,367 | 545.9% | $110.21万 | 加仓 |
| TRMB | TRIMBLE INC | $131.20万 | 0.01% | 20,114 | 20,114 | — | $131.20万 | 新建仓 |
| TNET | TRINET GROUP INC | $132.44万 | 0.01% | 36,356 | 29,833 | 457.4% | $108.68万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $133.91万 | 0.01% | 20,719 | 5,183 | 33.4% | $33.50万 | 加仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $134.95万 | 0.01% | 15,529 | 15,529 | — | $134.95万 | 新建仓 |
| OC | OWENS CORNING NEW | $136.18万 | 0.01% | 12,584 | -421,435 | -97.1% | -$4,560.77万 | 减仓 |
| RYN | RAYONIER INC | $137.70万 | 0.01% | 66,779 | 55,238 | 478.6% | $113.90万 | 加仓 |
| ADBE | ADOBE INC | $137.95万 | 0.01% | 5,675 | 5,675 | — | $137.95万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $138.19万 | 0.01% | 40,958 | 25,572 | 166.2% | $86.28万 | 重新持有 |
| W | WAYFAIR INC | $138.64万 | 0.01% | 18,434 | 2,765 | 17.6% | $20.80万 | 加仓 |
| HRB | BLOCK H & R INC | $139.59万 | 0.01% | 43,978 | 18,743 | 74.3% | $59.49万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $141.71万 | 0.01% | 26,463 | -261 | -1.0% | -$1.40万 | 减仓 |
| RDN | RADIAN GROUP INC | $143.62万 | 0.01% | 43,416 | 43,416 | — | $143.62万 | 新建仓 |
| QCOM | QUALCOMM INC | $144.22万 | 0.01% | 11,199 | 11,199 | — | $144.22万 | 新建仓 |
| RITM | RITHM CAPITAL CORP | $144.49万 | 0.01% | 152,414 | 112,878 | 285.5% | $107.01万 | 加仓 |
| VMI | VALMONT INDS INC | $144.60万 | 0.01% | 3,619 | 3,018 | 502.2% | $120.59万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $145.16万 | 0.01% | 68,538 | 68,538 | — | $145.16万 | 新建仓 |
| SARO | STANDARDAERO INC | $146.52万 | 0.01% | 56,725 | -97,561 | -63.2% | -$252.00万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $146.97万 | 0.01% | 15,945 | 678 | 4.4% | $6.25万 | 加仓 |
| ECL | ECOLAB INC | $148.04万 | 0.01% | 5,565 | -199,488 | -97.3% | -$5,306.78万 | 重新持有 |
| VRRM | VERRA MOBILITY CORP | $149.31万 | 0.01% | 104,485 | 63,207 | 153.1% | $90.32万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC | $149.80万 | 0.01% | 16,676 | 11,117 | 200.0% | $99.86万 | 重新持有 |
| CPRT | COPART INC | $150.00万 | 0.01% | 45,182 | -18,482 | -29.0% | -$61.36万 | 减仓 |
| G | GENPACT LIMITED | $150.80万 | 0.01% | 40,482 | 40,482 | — | $150.80万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $154.68万 | 0.01% | 51,353 | 51,353 | — | $154.68万 | 新建仓 |
| NEM | NEWMONT CORP | $155.28万 | 0.01% | 14,345 | 10,160 | 242.8% | $109.98万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $156.78万 | 0.01% | 93,883 | 93,883 | — | $156.78万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $158.05万 | 0.01% | 11,997 | -128,532 | -91.5% | -$1,693.28万 | 减仓 |
| WD | WALKER & DUNLOP INC | $159.15万 | 0.01% | 35,860 | 30,948 | 630.0% | $137.35万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $164.02万 | 0.01% | 62,483 | 62,483 | — | $164.02万 | 新建仓 |
| NWSA | NEWS CORP NEW | $164.72万 | 0.01% | 66,075 | 33,928 | 105.5% | $84.58万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $166.77万 | 0.01% | 17,633 | 0 | 0.0% | — | 不变 |
| CHCO | CITY HLDG CO | $167.96万 | 0.01% | 14,053 | 14,053 | — | $167.96万 | 新建仓 |
| XYL | XYLEM INC | $168.93万 | 0.01% | 14,136 | -153,219 | -91.6% | -$1,830.97万 | 减仓 |
| AYI | ACUITY INC | $171.86万 | 0.01% | 6,133 | -56,675 | -90.2% | -$1,588.15万 | 减仓 |
| LGN | LEGENCE CORP | $172.03万 | 0.01% | 30,470 | -259,424 | -89.5% | -$1,464.71万 | 减仓 |
| THO | THOR INDS INC | $174.14万 | 0.01% | 21,798 | 21,798 | — | $174.14万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $174.73万 | 0.01% | 70,568 | 39,654 | 128.3% | $98.18万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $177.29万 | 0.01% | 38,692 | 38,692 | — | $177.29万 | 新建仓 |
| GPC | GENUINE PARTS CO | $177.41万 | 0.01% | 16,776 | -75,459 | -81.8% | -$797.98万 | 减仓 |
| ERIE | ERIE INDTY CO | $177.88万 | 0.01% | 7,078 | 7,078 | — | $177.88万 | 新建仓 |
| FUL | FULLER H B CO | $180.46万 | 0.01% | 29,258 | 6,034 | 26.0% | $37.22万 | 加仓 |
| ANDG | ANDERSEN GROUP INC | $181.68万 | 0.01% | 66,795 | 66,795 | — | $181.68万 | 新建仓 |
| BC | BRUNSWICK CORP | $181.89万 | 0.01% | 24,998 | 24,998 | — | $181.89万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $182.49万 | 0.01% | 26,375 | 21,874 | 486.0% | $151.35万 | 重新持有 |
| YELP | YELP INC | $183.15万 | 0.01% | 74,030 | 49,150 | 197.5% | $121.60万 | 加仓 |
| YETI | YETI HLDGS INC | $183.45万 | 0.01% | 50,138 | 50,138 | — | $183.45万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $183.82万 | 0.01% | 85,855 | 34,585 | 67.5% | $74.05万 | 加仓 |
| VNT | VONTIER CORPORATION | $187.03万 | 0.01% | 52,729 | 35,123 | 199.5% | $124.58万 | 加仓 |
| NVR | NVR INC | $188.47万 | 0.01% | 286 | 20 | 7.5% | $13.18万 | 重新持有 |
| EMN | EASTMAN CHEM CO | $189.65万 | 0.01% | 24,849 | 13,326 | 115.6% | $101.70万 | 加仓 |
| INVA | INNOVIVA INC | $190.70万 | 0.01% | 81,846 | -9,827 | -10.7% | -$22.90万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $191.56万 | 0.01% | 31,894 | 20,715 | 185.3% | $124.41万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $193.94万 | 0.01% | 58,646 | 46,735 | 392.4% | $154.55万 | 加仓 |
| KFY | KORN FERRY | $194.98万 | 0.01% | 30,974 | -8,274 | -21.1% | -$52.08万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $196.14万 | 0.01% | 6,119 | -139,411 | -95.8% | -$4,468.82万 | 重新持有 |
| EXLS | EXLSERVICE HLDGS INC | $198.88万 | 0.01% | 65,314 | 39,442 | 152.5% | $120.10万 | 加仓 |
| VRSN | VERISIGN INC | $207.21万 | 0.01% | 8,343 | 2,182 | 35.4% | $54.19万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $210.16万 | 0.01% | 56,632 | -87,002 | -60.6% | -$322.86万 | 减仓 |
| WFC | WELLS FARGO & CO | $211.81万 | 0.01% | 26,606 | -510,006 | -95.0% | -$4,060.16万 | 重新持有 |
| MZTI | MARZETTI COMPANY | $215.17万 | 0.02% | 15,555 | 15,555 | — | $215.17万 | 新建仓 |
| ACM | AECOM | $215.89万 | 0.02% | 25,453 | 25,453 | — | $215.89万 | 新建仓 |
| MAS | MASCO CORP | $219.05万 | 0.02% | 36,285 | 36,285 | — | $219.05万 | 新建仓 |
| BKE | BUCKLE INC | $219.86万 | 0.02% | 43,657 | 39,001 | 837.7% | $196.41万 | 加仓 |
| ADT | ADT INC DEL | $224.69万 | 0.02% | 341,991 | 300,138 | 717.1% | $197.19万 | 加仓 |
| PFE | PFIZER INC | $227.13万 | 0.02% | 80,886 | -968,995 | -92.3% | -$2,720.94万 | 减仓 |
| COCO | VITA COCO CO INC | $232.27万 | 0.02% | 48,480 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $244.63万 | 0.02% | 40,335 | 40,335 | — | $244.63万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $260.22万 | 0.02% | 14,272 | 14,272 | — | $260.22万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $263.73万 | 0.02% | 57,470 | 37,105 | 182.2% | $170.27万 | 加仓 |
| EQPT | EQUIPMENTSHARE COM INC | $263.99万 | 0.02% | 129,595 | 129,595 | — | $263.99万 | 新建仓 |
| INGR | INGREDION INC | $266.17万 | 0.02% | 23,626 | 18,131 | 330.0% | $204.26万 | 加仓 |
| OKLO | OKLO INC | $266.46万 | 0.02% | 53,732 | 53,732 | — | $266.46万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $266.85万 | 0.02% | 99,090 | 99,090 | — | $266.85万 | 新建仓 |
| LII | LENNOX INTL INC | $284.05万 | 0.02% | 6,120 | -86,052 | -93.4% | -$3,993.93万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $284.56万 | 0.02% | 39,649 | 20,547 | 107.6% | $147.47万 | 加仓 |
| SNDK | SANDISK CORP | $285.59万 | 0.02% | 4,495 | -171,054 | -97.4% | -$1.09亿 | 重新持有 |
| CUBE | CUBESMART | $293.96万 | 0.02% | 80,207 | 80,207 | — | $293.96万 | 新建仓 |
| HEI/A | HEICO CORP NEW | $299.28万 | 0.02% | 14,178 | 10,944 | 338.4% | $231.02万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $299.93万 | 0.02% | 20,458 | 20,458 | — | $299.93万 | 新建仓 |
| CBT | CABOT CORP | $300.74万 | 0.02% | 39,933 | 6,869 | 20.8% | $51.73万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $300.89万 | 0.02% | 14,791 | 14,791 | — | $300.89万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $305.08万 | 0.02% | 11,506 | 11,506 | — | $305.08万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $312.16万 | 0.02% | 108,729 | 83,845 | 336.9% | $240.72万 | 重新持有 |
| GPK | GRAPHIC PACKAGING HLDG CO | $315.06万 | 0.02% | 316,966 | 195,375 | 160.7% | $194.20万 | 重新持有 |
| MNST | MONSTER BEVERAGE CORP NEW | $316.99万 | 0.02% | 43,747 | -275,375 | -86.3% | -$1,995.37万 | 减仓 |
| FROG | JFROG LTD | $318.57万 | 0.02% | 67,882 | 67,882 | — | $318.57万 | 新建仓 |
| RUN | SUNRUN INC | $318.67万 | 0.02% | 235,006 | 84,237 | 55.9% | $114.23万 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $326.65万 | 0.02% | 96,215 | -303,785 | -75.9% | -$1,031.35万 | 减仓 |
| INTU | INTUIT | $365.27万 | 0.03% | 8,448 | 2,860 | 51.2% | $123.66万 | 加仓 |
| GGG | GRACO INC | $378.64万 | 0.03% | 44,730 | 25,710 | 135.2% | $217.64万 | 加仓 |
| RAPP | RAPPORT THERAPEUTICS INC | $399.83万 | 0.03% | 127,783 | 82,653 | 183.1% | $258.62万 | 重新持有 |
| KVYO | KLAVIYO INC | $402.30万 | 0.03% | 206,730 | -2,487 | -1.2% | -$4.84万 | 减仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $416.87万 | 0.03% | 384,925 | 384,925 | — | $416.87万 | 新建仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $417.00万 | 0.03% | 59,140 | 51,653 | 689.9% | $364.21万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $432.34万 | 0.03% | 16,610 | 16,610 | — | $432.34万 | 新建仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $434.25万 | 0.03% | 109,327 | 109,327 | — | $434.25万 | 新建仓 |
| IRON | DISC MEDICINE INC | $439.18万 | 0.03% | 68,687 | 68,687 | — | $439.18万 | 新建仓 |
| EEFT | EURONET WORLDWIDE INC | $446.82万 | 0.03% | 67,323 | 67,323 | — | $446.82万 | 新建仓 |