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 |
|---|---|---|---|---|---|---|---|---|
| SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | -148,861 | -100.0% | -$332.41万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -46,756 | -100.0% | -$319.02万 | 清仓 |
| SM | SM ENERGY CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -15,578 | -100.0% | -$298.15万 | 清仓 |
| HP | HELMERICH & PAYNE INC | $0 | 0.00% | 0 | -99,796 | -100.0% | -$286.21万 | 清仓 |
| DAL | DELTA AIR LINES INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -10,771 | -100.0% | -$240.44万 | 清仓 |
| MNTN | MNTN INC | $0 | 0.00% | 0 | -199,621 | -100.0% | -$238.35万 | 清仓 |
| ITGR | INTEGER HLDGS CORP | $0 | 0.00% | 0 | -27,670 | -100.0% | -$217.02万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -20,704 | -100.0% | -$213.02万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRNS | VARONIS SYS INC | $0 | 0.00% | 0 | -61,901 | -100.0% | -$203.04万 | 清仓 |
| TRU | TRANSUNION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ESE | ESCO TECHNOLOGIES INC | $0 | 0.00% | 0 | -8,771 | -100.0% | -$171.38万 | 清仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $0 | 0.00% | 0 | -180,554 | -100.0% | -$170.08万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -25,539 | -100.0% | -$165.82万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRS | LEONARDO DRS INC | $0 | 0.00% | 0 | -41,714 | -100.0% | -$142.20万 | 清仓 |
| NESR | NATIONAL ENERGY SERVICES REU | $0 | 0.00% | 0 | -87,891 | -100.0% | -$137.64万 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -9,438 | -100.0% | -$135.62万 | 清仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORC | ORCHID IS CAP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DX | DYNEX CAP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -24,277 | -100.0% | -$112.89万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -11,186 | -100.0% | -$112.60万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AGIO | AGIOS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -40,841 | -100.0% | -$111.17万 | 清仓 |
| CNM | CORE & MAIN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CF | CF INDS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -69,419 | -100.0% | -$96.28万 | 清仓 |
| CVLT | COMMVAULT SYS INC | $0 | 0.00% | 0 | -7,610 | -100.0% | -$95.40万 | 清仓 |
| CAR | AVIS BUDGET GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GVA | GRANITE CONSTR INC | $0 | 0.00% | 0 | -8,047 | -100.0% | -$92.82万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -20,768 | -100.0% | -$87.85万 | 清仓 |
| CVSA | ADTALEM GLOBAL ED INC | $0 | 0.00% | 0 | -8,156 | -100.0% | -$84.39万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTLA | INTELLIA THERAPEUTICS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| METC | RAMACO RES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACHR | ARCHER AVIATION INC | $0 | 0.00% | 0 | -89,969 | -100.0% | -$67.66万 | 清仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $0 | 0.00% | 0 | -7,087 | -100.0% | -$66.58万 | 清仓 |
| LTC | LTC PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -27,143 | -100.0% | -$65.47万 | 清仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMPL | SIMPLY GOOD FOODS CO | $0 | 0.00% | 0 | -31,829 | -100.0% | -$63.91万 | 清仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $0 | 0.00% | 0 | -11,572 | -100.0% | -$63.75万 | 清仓 |
| MRCY | MERCURY SYS INC | $0 | 0.00% | 0 | -8,605 | -100.0% | -$62.83万 | 清仓 |
| WT | WISDOMTREE INC | $0 | 0.00% | 0 | -51,034 | -100.0% | -$62.21万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -7,575 | -100.0% | -$61.71万 | 清仓 |
| VVV | VALVOLINE INC | $0 | 0.00% | 0 | -20,877 | -100.0% | -$60.67万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -2,881 | -100.0% | -$60.14万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JANX | JANUX THERAPEUTICS INC | $0 | 0.00% | 0 | -41,806 | -100.0% | -$57.69万 | 清仓 |
| ARCB | ARCBEST CORP | $0 | 0.00% | 0 | -7,768 | -100.0% | -$57.63万 | 清仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LIF | LIFE360 INC | $0 | 0.00% | 0 | -8,558 | -100.0% | -$54.89万 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -5,180 | -100.0% | -$53.70万 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RLJ | RLJ LODGING TR | $0 | 0.00% | 0 | -70,577 | -100.0% | -$52.58万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -2,967 | -100.0% | -$52.07万 | 清仓 |
| PSIX | POWER SOLUTIONS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EVH | EVOLENT HEALTH INC | $0 | 0.00% | 0 | -122,696 | -100.0% | -$49.08万 | 清仓 |
| WLTH | WEALTHFRONT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GBX | GREENBRIER COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OXM | OXFORD INDS INC | $0 | 0.00% | 0 | -14,060 | -100.0% | -$48.09万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -10,258 | -100.0% | -$47.49万 | 清仓 |
| RXO | RXO INC | $0 | 0.00% | 0 | -37,573 | -100.0% | -$47.49万 | 清仓 |
| PK | PARK HOTELS & RESORTS INC | $0 | 0.00% | 0 | -44,592 | -100.0% | -$46.64万 | 清仓 |
| AVT | AVNET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGNI | MAGNITE INC | $0 | 0.00% | 0 | -27,761 | -100.0% | -$45.06万 | 清仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -5,692 | -100.0% | -$44.96万 | 清仓 |
| USPH | U S PHYSICAL THERAPY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMR | ALPHA METALLURGICAL RESOUR I | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JOBY | JOBY AVIATION INC | $0 | 0.00% | 0 | -32,127 | -100.0% | -$42.41万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -15,988 | -100.0% | -$41.86万 | 清仓 |
| ACI | ALBERTSONS COS INC | $0 | 0.00% | 0 | -23,724 | -100.0% | -$40.73万 | 清仓 |
| CDE | COEUR MNG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ACMR | ACM RESH INC | $0 | 0.00% | 0 | -10,153 | -100.0% | -$40.05万 | 清仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -2,274 | -100.0% | -$39.61万 | 清仓 |
| UAA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -79,565 | -100.0% | -$39.54万 | 清仓 |
| CASH | PATHWARD FINANCIAL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BCPC | BALCHEM CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| REZI | RESIDEO TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -32,155 | -100.0% | -$37.91万 | 清仓 |
| UA | UNDER ARMOUR INC | $0 | 0.00% | 0 | -77,697 | -100.0% | -$37.29万 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -15,353 | -100.0% | -$35.68万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -10,696 | -100.0% | -$33.66万 | 清仓 |
| NTGR | NETGEAR INC | $0 | 0.00% | 0 | -13,616 | -100.0% | -$33.40万 | 清仓 |
| OUST | OUSTER INC | $0 | 0.00% | 0 | -15,422 | -100.0% | -$33.37万 | 清仓 |
| RMBS | RAMBUS INC DEL | $0 | 0.00% | 0 | -3,574 | -100.0% | -$32.84万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -2,263 | -100.0% | -$32.25万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -12,537 | -100.0% | -$31.49万 | 清仓 |