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 |
|---|---|---|---|---|---|---|---|---|
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $2,015 | 0.00% | 36 | 36 | — | $2,015 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $1,191 | 0.00% | 58 | -23,332 | -99.8% | -$47.91万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $874 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| UNF | UNIFIRST CORP MASS | $793 | 0.00% | 3 | -1 | -25.0% | -$264 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $629 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $476 | 0.00% | 2 | 2 | — | $476 | 新建仓 |
| XHB | SPDR SERIES TRUST | $462 | 0.00% | 4 | -94,598 | -100.0% | -$1,092.61万 | 重新持有 |
| WELL | WELLTOWER INC | $454 | 0.00% | 2 | 2 | — | $454 | 新建仓 |
| PEN | PENUMBRA INC | $316 | 0.00% | 1 | -96,888 | -100.0% | -$3,061.66万 | 重新持有 |
| — | NATIONAL STORAGE AFFILIATES | $267 | 0.00% | 6 | -1,000,085 | -100.0% | -$4,450.38万 | 重新持有 |
| FRHC | FREEDOM HOLDING CORP | $261 | 0.00% | 2 | 2 | — | $261 | 新建仓 |
| — | ELECTRONIC ARTS INC | $205 | 0.00% | 1 | -3 | -75.0% | -$615 | 减仓 |
| BXP | BXP INC | $199 | 0.00% | 3 | 3 | — | $199 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $178 | 0.00% | 1 | -8,601 | -100.0% | -$153.10万 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $159 | 0.00% | 1 | -20,457 | -100.0% | -$325.27万 | 减仓 |
| CRM | SALESFORCE INC | $157 | 0.00% | 1 | 1 | — | $157 | 新建仓 |
| OBK | ORIGIN BANCORP INC | $153 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $138 | 0.00% | 1 | -106,033 | -100.0% | -$1,463.26万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $133 | 0.00% | 1 | 1 | — | $133 | 新建仓 |
| PCRX | PACIRA BIOSCIENCES INC | $127 | 0.00% | 5 | -36,417 | -100.0% | -$92.50万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $127 | 0.00% | 2 | 2 | — | $127 | 新建仓 |
| SYNA | SYNAPTICS INC | $124 | 0.00% | 1 | -5,793 | -100.0% | -$71.83万 | 减仓 |
| HUT | HUT 8 CORP | $115 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $113 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $110 | 0.00% | 2 | 2 | — | $110 | 新建仓 |
| IYR | ISHARES TR | $102 | 0.00% | 1 | 1 | — | $102 | 新建仓 |
| KVUE | KENVUE INC | $96 | 0.00% | 5 | 5 | — | $96 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $92 | 0.00% | 1 | -680,817 | -100.0% | -$6,263.52万 | 减仓 |
| GRC | GORMAN RUPP CO | $92 | 0.00% | 1 | 1 | — | $92 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $88 | 0.00% | 2 | -56,630 | -100.0% | -$249.17万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $87 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| HELE | HELEN OF TROY LTD | $87 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| SRCE | 1ST SOURCE CORP | $82 | 0.00% | 1 | 1 | — | $82 | 新建仓 |
| — | SKYWATER TECHNOLOGY INC | $70 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY | $67 | 0.00% | 1 | -30,973 | -100.0% | -$207.52万 | 减仓 |
| AKTS | AKTIS ONCOLOGY INC | $64 | 0.00% | 2 | 2 | — | $64 | 新建仓 |
| BBNX | BETA BIONICS INC | $63 | 0.00% | 4 | -138,134 | -100.0% | -$217.56万 | 重新持有 |
| KIE | SPDR SERIES TRUST | $61 | 0.00% | 1 | 1 | — | $61 | 新建仓 |
| CSR | CENTERSPACE | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SCL | STEPAN CO | $56 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $54 | 0.00% | 1 | -1 | -50.0% | -$54 | 减仓 |
| CABO | CABLE ONE INC | $53 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC | $52 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| NVRI | ENVIRI CORP | $44 | 0.00% | 2 | 2 | — | $44 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $43 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| DCOM | DIME COML BANCSHARES INC | $41 | 0.00% | 1 | -1 | -50.0% | -$41 | 减仓 |
| ORRF | ORRSTOWN FINL SVCS INC | $41 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| OFRM | ONCE UPON A FARM PBC | $41 | 0.00% | 2 | 2 | — | $41 | 新建仓 |
| LADR | LADDER CAP CORP | $40 | 0.00% | 4 | 4 | — | $40 | 新建仓 |
| — | STELLAR BANCORP INC | $39 | 0.00% | 1 | 1 | — | $39 | 新建仓 |
| HMH | HMH HLDG INC | $37 | 0.00% | 2 | 2 | — | $37 | 新建仓 |
| EFOR | EVERFORTH INC | $36 | 0.00% | 2 | -101,407 | -100.0% | -$182.53万 | 重新持有 |
| FOXF | FOX FACTORY HLDG CORP | $34 | 0.00% | 2 | 2 | — | $34 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $33 | 0.00% | 1 | -4,868 | -100.0% | -$16.06万 | 重新持有 |
| MMI | MARCUS & MILLICHAP INC | $31 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| INGM | INGRAM MICRO HLDG CORP | $27 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | AVANOS MED INC | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| ZBIO | ZENAS BIOPHARMA INC | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| CSTL | CASTLE BIOSCIENCES INC | $24 | 0.00% | 1 | 1 | — | $24 | 新建仓 |
| LMRI | LUMEXA IMAGING HOLDINGS INC | $23 | 0.00% | 2 | 2 | — | $23 | 新建仓 |
| SPT | SPROUT SOCIAL INC | $23 | 0.00% | 3 | -329,380 | -100.0% | -$252.52万 | 重新持有 |
| HAPN | HAPPEN INC | $21 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| DFH | DREAM FINDERS HOMES INC | $17 | 0.00% | 1 | -9,255 | -100.0% | -$15.73万 | 减仓 |
| XERS | XERIS BIOPHARMA HOLDINGS INC | $16 | 0.00% | 2 | 2 | — | $16 | 新建仓 |
| BV | BRIGHTVIEW HLDGS INC | $14 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| PAYO | PAYONEER GLOBAL INC | $14 | 0.00% | 2 | -34,166 | -100.0% | -$23.92万 | 重新持有 |
| BMBL | BUMBLE INC | $13 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| — | GEMINI SPACE STA INC | $13 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| PLAY | DAVE & BUSTERS ENTMT INC | $11 | 0.00% | 1 | -29,454 | -100.0% | -$32.40万 | 减仓 |
| PMT | PENNYMAC MTG INVT TR | $11 | 0.00% | 1 | 1 | — | $11 | 新建仓 |
| MH | MCGRAW HILL INC | $9 | 0.00% | 1 | -519,999 | -100.0% | -$468.00万 | 重新持有 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $9 | 0.00% | 1 | 1 | — | $9 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $9 | 0.00% | 1 | 1 | — | $9 | 新建仓 |
| KODK | EASTMAN KODAK CO | $9 | 0.00% | 1 | 1 | — | $9 | 新建仓 |
| CWH | CAMPING WORLD HLDGS INC | $8 | 0.00% | 1 | -108,645 | -100.0% | -$86.92万 | 减仓 |
| WEN | WENDYS CO | $8 | 0.00% | 1 | -56,745 | -100.0% | -$45.40万 | 减仓 |
| UPB | UPSTREAM BIO INC | $7 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| ANGI | ANGI INC | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | WEAVE COMMUNICATIONS INC | $6 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| MYGN | MYRIAD GENETICS INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| SOUN | SOUNDHOUND AI INC | $6 | 0.00% | 1 | 1 | — | $6 | 新建仓 |
| TMQ | TRILOGY METALS INC NEW | $4 | 0.00% | 1 | 1 | — | $4 | 新建仓 |
| SLDP | SOLID POWER INC | $3 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| — | MICROVAST HOLDINGS INC | $2 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| CLVT | CLARIVATE PLC | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RC | READY CAPITAL CORP | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| RR | RICHTECH ROBOTICS INC | $2 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| CMPX | COMPASS THERAPEUTICS INC | $2 | 0.00% | 1 | 1 | — | $2 | 新建仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $2 | 0.00% | 1 | 1 | — | $2 | 新建仓 |
| — | ALIGHT INC | $1 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -562,700 | -100.0% | -$3.66亿 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -1,085,198 | -100.0% | -$1.28亿 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -1,287,874 | -100.0% | -$1.11亿 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -236,782 | -100.0% | -$1.09亿 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -290,178 | -100.0% | -$9,018.44万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -327,809 | -100.0% | -$8,926.24万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -152,276 | -100.0% | -$8,577.71万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -283,480 | -100.0% | -$8,201.93万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -363,898 | -100.0% | -$7,883.12万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -1,598,716 | -100.0% | -$7,793.74万 | 清仓 |