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 |
|---|---|---|---|---|---|---|---|---|
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -842,863 | -100.0% | -$3,468.38万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -294,119 | -100.0% | -$3,243.25万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -60,670 | -100.0% | -$3,232.56万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -685,927 | -100.0% | -$3,231.40万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -51,541 | -100.0% | -$2,693.48万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -105,196 | -100.0% | -$2,418.14万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -146,862 | -100.0% | -$2,340.39万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -145,637 | -100.0% | -$2,338.78万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -1,008,301 | -100.0% | -$2,249.52万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -264,425 | -100.0% | -$2,217.20万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRGY | CRESCENT ENERGY COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -15,407 | -100.0% | -$2,048.90万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -446,741 | -100.0% | -$1,918.75万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -212,109 | -100.0% | -$1,851.92万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -232,848 | -100.0% | -$1,846.48万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $0 | 0.00% | 0 | -78,156 | -100.0% | -$1,696.92万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKU | BANKUNITED INC | $0 | 0.00% | 0 | -351,974 | -100.0% | -$1,568.75万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | -137,932 | -100.0% | -$1,481.25万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -500,090 | -100.0% | -$1,445.76万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -521,324 | -100.0% | -$1,393.50万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -1,088,056 | -100.0% | -$1,354.63万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -201,205 | -100.0% | -$1,352.90万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -1,446,937 | -100.0% | -$1,334.08万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -311,017 | -100.0% | -$1,332.40万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -47,241 | -100.0% | -$1,328.23万 | 清仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ATEC | ALPHATEC HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NAVN | NAVAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -20,940 | -100.0% | -$1,194.02万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,118.00万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -157,654 | -100.0% | -$1,058.96万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -92,711 | -100.0% | -$1,032.89万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -231,206 | -100.0% | -$1,021.24万 | 清仓 |
| NP | NEPTUNE INS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -26,074 | -100.0% | -$898.51万 | 清仓 |
| CRK | COMSTOCK RES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -237,073 | -100.0% | -$877.17万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -78,314 | -100.0% | -$875.71万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MH | MCGRAW HILL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -42,516 | -100.0% | -$773.71万 | 清仓 |
| AMN | AMN HEALTHCARE SVCS INC | $0 | 0.00% | 0 | -473,381 | -100.0% | -$746.05万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -34,160 | -100.0% | -$666.43万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -176,079 | -100.0% | -$660.82万 | 清仓 |
| LEU | CENTRUS ENERGY CORP | $0 | 0.00% | 0 | -26,776 | -100.0% | -$650.01万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -35,413 | -100.0% | -$614.38万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -519,381 | -100.0% | -$606.64万 | 清仓 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -73,573 | -100.0% | -$573.65万 | 清仓 |
| FLY | FIREFLY AEROSPACE INC | $0 | 0.00% | 0 | -249,999 | -100.0% | -$559.25万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -25,333 | -100.0% | -$526.45万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -38,163 | -100.0% | -$506.50万 | 清仓 |
| EFOR | ASGN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -24,734 | -100.0% | -$480.68万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -250,147 | -100.0% | -$438.76万 | 清仓 |
| COLB | COLUMBIA BKG SYS INC | $0 | 0.00% | 0 | -155,371 | -100.0% | -$434.26万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBNX | BETA BIONICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -8,360 | -100.0% | -$420.22万 | 清仓 |
| EG | EVEREST GROUP LTD | $0 | 0.00% | 0 | -12,294 | -100.0% | -$417.20万 | 清仓 |
| STUB | STUBHUB HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VOYG | VOYAGER TECHNOLOGIES INC | $0 | 0.00% | 0 | -144,030 | -100.0% | -$376.49万 | 清仓 |
| SPT | SPROUT SOCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ULS | UL SOLUTIONS INC | $0 | 0.00% | 0 | -46,947 | -100.0% | -$370.22万 | 清仓 |
| JBLU | JETBLUE AWYS CORP | $0 | 0.00% | 0 | -783,465 | -100.0% | -$356.48万 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -132,164 | -100.0% | -$344.42万 | 清仓 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | -157,842 | -100.0% | -$338.89万 | 清仓 |