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 |
|---|---|---|---|---|---|---|---|---|
| TDY | TELEDYNE TECHNOLOGIES INC | $240.42万 | 0.02% | 3,605 | -4,709 | -56.6% | -$314.04万 | 重新持有 |
| NHI | NATIONAL HEALTH INVS INC | $233.91万 | 0.02% | 30,673 | -227,350 | -88.1% | -$1,733.77万 | 减仓 |
| FCN | FTI CONSULTING INC | $232.77万 | 0.01% | 15,621 | 15,621 | — | $232.77万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $232.30万 | 0.01% | 103,892 | 103,892 | — | $232.30万 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $231.93万 | 0.01% | 16,693 | -98,679 | -85.5% | -$1,371.05万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $230.05万 | 0.01% | 93,705 | -15,024 | -13.8% | -$36.88万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $228.94万 | 0.01% | 15,397 | -51,437 | -77.0% | -$764.82万 | 重新持有 |
| MMS | MAXIMUS INC | $222.20万 | 0.01% | 41,332 | 32,359 | 360.6% | $173.96万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $221.14万 | 0.01% | 28,987 | -135,610 | -82.4% | -$1,034.57万 | 减仓 |
| AGNC | AGNC INVT CORP | $219.56万 | 0.01% | 201,433 | 201,433 | — | $219.56万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $217.89万 | 0.01% | 9,470 | 9,470 | — | $217.89万 | 新建仓 |
| BC | BRUNSWICK CORP | $215.85万 | 0.01% | 25,623 | 625 | 2.5% | $5.27万 | 加仓 |
| CCI | CROWN CASTLE INC | $213.87万 | 0.01% | 28,241 | 12,759 | 82.4% | $96.62万 | 加仓 |
| MZTI | MARZETTI COMPANY | $213.40万 | 0.01% | 18,693 | 3,138 | 20.2% | $35.82万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $213.38万 | 0.01% | 22,421 | 22,421 | — | $213.38万 | 新建仓 |
| KEX | KIRBY CORP | $210.48万 | 0.01% | 15,480 | 15,458 | 70,263.6% | $210.18万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $207.88万 | 0.01% | 27,199 | 824 | 3.1% | $6.30万 | 加仓 |
| EXPO | EXPONENT INC | $207.69万 | 0.01% | 35,346 | 23,421 | 196.4% | $137.62万 | 加仓 |
| ARXS | ARXIS INC | $207.63万 | 0.01% | 45,000 | 45,000 | — | $207.63万 | 新建仓 |
| KLIC | KULICKE & SOFFA INDS INC | $203.33万 | 0.01% | 15,201 | 7,544 | 98.5% | $100.91万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $202.21万 | 0.01% | 22,777 | 22,777 | — | $202.21万 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $202.03万 | 0.01% | 64,671 | 52,133 | 415.8% | $162.86万 | 加仓 |
| RS | RELIANCE INC | $200.14万 | 0.01% | 5,357 | 1,574 | 41.6% | $58.80万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $199.96万 | 0.01% | 5,570 | 5,478 | 5,954.3% | $196.66万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $198.91万 | 0.01% | 27,248 | 27,248 | — | $198.91万 | 新建仓 |
| ORC | ORCHID IS CAP INC | $195.93万 | 0.01% | 281,102 | 101,954 | 56.9% | $71.06万 | 重新持有 |
| NE | NOBLE CORP PLC | $193.25万 | 0.01% | 51,811 | 40,770 | 369.3% | $152.07万 | 加仓 |
| DOW | DOW HLDGS INC | $192.56万 | 0.01% | 70,380 | 70,380 | — | $192.56万 | 新建仓 |
| PWP | PERELLA WEINBERG PARTNERS | $188.43万 | 0.01% | 118,061 | 118,061 | — | $188.43万 | 新建仓 |
| DAN | DANA INC | $187.39万 | 0.01% | 68,868 | 68,868 | — | $187.39万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $185.89万 | 0.01% | 11,588 | 8,124 | 234.5% | $130.33万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $185.48万 | 0.01% | 61,723 | 26,419 | 74.8% | $79.39万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $184.98万 | 0.01% | 29,479 | 29,479 | — | $184.98万 | 新建仓 |
| NEM | NEWMONT CORP | $183.14万 | 0.01% | 19,608 | 5,263 | 36.7% | $49.16万 | 加仓 |
| UPWK | UPWORK INC | $182.51万 | 0.01% | 218,317 | 152,016 | 229.3% | $127.09万 | 加仓 |
| KMPR | KEMPER CORP | $180.67万 | 0.01% | 67,015 | 55,118 | 463.3% | $148.60万 | 加仓 |
| KMT | KENNAMETAL INC | $176.47万 | 0.01% | 50,347 | 50,347 | — | $176.47万 | 新建仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $175.56万 | 0.01% | 69,393 | 22,950 | 49.4% | $58.06万 | 加仓 |
| GXO | GXO LOGISTICS INCORPORATED | $175.35万 | 0.01% | 34,585 | -5,867 | -14.5% | -$29.75万 | 重新持有 |
| MMED | MINIMED GROUP INC | $174.46万 | 0.01% | 116,694 | 116,694 | — | $174.46万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $171.96万 | 0.01% | 6,984 | -173,806 | -96.1% | -$4,279.45万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $171.81万 | 0.01% | 54,352 | -375,070 | -87.3% | -$1,185.60万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $170.16万 | 0.01% | 60,340 | -2,143 | -3.4% | -$6.04万 | 减仓 |
| RYN | RAYONIER INC | $166.53万 | 0.01% | 78,256 | 11,477 | 17.2% | $24.42万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $166.44万 | 0.01% | 48,104 | 48,104 | — | $166.44万 | 新建仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $165.53万 | 0.01% | 32,464 | 32,464 | — | $165.53万 | 新建仓 |
| GBX | GREENBRIER COS INC | $165.20万 | 0.01% | 33,707 | 23,371 | 226.1% | $114.54万 | 重新持有 |
| AROC | ARCHROCK INC | $164.73万 | 0.01% | 40,465 | 39,733 | 5,428.0% | $161.75万 | 加仓 |
| AVLN | AVALYN PHARMACEUTICALS INC | $164.60万 | 0.01% | 50,000 | 50,000 | — | $164.60万 | 新建仓 |
| HLNE | HAMILTON LANE INC | $162.82万 | 0.01% | 20,654 | 15,734 | 319.8% | $124.03万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $162.54万 | 0.01% | 55,025 | 41,182 | 297.5% | $121.65万 | 加仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $162.54万 | 0.01% | 60,000 | 60,000 | — | $162.54万 | 新建仓 |
| PD | PAGERDUTY INC | $161.71万 | 0.01% | 167,570 | 10,402 | 6.6% | $10.04万 | 加仓 |
| COLL | COLLEGIUM PHARMACEUTICAL INC | $161.06万 | 0.01% | 44,493 | -14,153 | -24.1% | -$51.23万 | 减仓 |
| Z | ZILLOW GROUP INC | $160.19万 | 0.01% | 50,821 | 33,600 | 195.1% | $105.91万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $158.28万 | 0.01% | 5,653 | 1,940 | 52.2% | $54.32万 | 加仓 |
| CTRE | CARETRUST REIT INC | $157.82万 | 0.01% | 39,113 | 39,113 | — | $157.82万 | 新建仓 |
| FRPT | FRESHPET INC | $157.67万 | 0.01% | 26,669 | -126,970 | -82.6% | -$750.65万 | 重新持有 |
| OLN | OLIN CORP | $156.21万 | 0.01% | 78,815 | -443 | -0.6% | -$8,780 | 重新持有 |
| CWT | CALIFORNIA WTR SVC GROUP | $155.44万 | 0.01% | 31,950 | 11,426 | 55.7% | $55.59万 | 加仓 |
| PODD | INSULET CORP | $154.38万 | 0.01% | 10,140 | -216,420 | -95.5% | -$3,294.99万 | 减仓 |
| GEF | GREIF INC | $153.47万 | 0.01% | 20,603 | 15,760 | 325.4% | $117.40万 | 加仓 |
| AEE | AMEREN CORP | $153.15万 | 0.01% | 13,548 | -185,151 | -93.2% | -$2,092.95万 | 减仓 |
| IT | GARTNER INC | $153.02万 | 0.01% | 11,805 | 11,805 | — | $153.02万 | 新建仓 |
| RMD | RESMED INC | $152.51万 | 0.01% | 7,826 | 7,826 | — | $152.51万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $152.41万 | 0.01% | 23,648 | -84,094 | -78.1% | -$541.99万 | 减仓 |
| GATX | GATX CORP | $151.04万 | 0.01% | 8,524 | 8,524 | — | $151.04万 | 新建仓 |
| STRA | STRATEGIC ED INC | $150.61万 | 0.01% | 19,657 | 16,634 | 550.2% | $127.45万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $148.94万 | 0.01% | 82,063 | 47,168 | 135.2% | $85.61万 | 加仓 |
| ALRM | ALARM COM HLDGS INC | $146.93万 | 0.01% | 31,450 | 21,793 | 225.7% | $101.82万 | 加仓 |
| WD | WALKER & DUNLOP INC | $146.18万 | 0.01% | 26,724 | -9,136 | -25.5% | -$49.97万 | 减仓 |
| CARG | CARGURUS INC | $145.87万 | 0.01% | 42,790 | 9,976 | 30.4% | $34.01万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $144.49万 | 0.01% | 74,058 | -1,393,635 | -95.0% | -$2,718.98万 | 减仓 |
| ALB | ALBEMARLE CORP | $143.32万 | 0.01% | 10,614 | 10,614 | — | $143.32万 | 新建仓 |
| HALO | HALOZYME THERAPEUTICS INC | $142.39万 | 0.01% | 18,192 | -2,527 | -12.2% | -$19.78万 | 减仓 |
| BRC | BRADY CORP | $141.95万 | 0.01% | 15,502 | 15,501 | 1,550,100.0% | $141.94万 | 加仓 |
| ALG | ALAMO GROUP INC | $141.91万 | 0.01% | 8,627 | 5,982 | 226.2% | $98.40万 | 加仓 |
| RITM | RITHM CAPITAL CORP | $140.61万 | 0.01% | 149,744 | -2,670 | -1.8% | -$2.51万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $139.38万 | 0.01% | 43,058 | -24,949 | -36.7% | -$80.76万 | 减仓 |
| WHK | WHITEHAWK MINERALS CORP | $139.10万 | 0.01% | 50,000 | 50,000 | — | $139.10万 | 新建仓 |
| ERIE | ERIE INDTY CO | $139.08万 | 0.01% | 5,801 | -1,277 | -18.0% | -$30.62万 | 减仓 |
| GLNG | GOLAR LNG LTD | $138.82万 | 0.01% | 27,853 | -311,055 | -91.8% | -$1,550.30万 | 减仓 |
| DMC | DEL MONTE CORP | $138.46万 | 0.01% | 49,608 | 46,505 | 1,498.7% | $129.80万 | 加仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $137.70万 | 0.01% | 76,629 | 69,709 | 1,007.4% | $125.27万 | 加仓 |
| BATRK | ATLANTA BRAVES HLDGS INC | $136.72万 | 0.01% | 26,342 | 18,797 | 249.1% | $97.56万 | 重新持有 |
| ABR | ARBOR REALTY TRUST INC | $134.90万 | 0.01% | 248,899 | 248,899 | — | $134.90万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $134.07万 | 0.01% | 51,843 | -13,471 | -20.6% | -$34.84万 | 减仓 |
| EVTC | EVERTEC INC | $133.99万 | 0.01% | 48,232 | 34,676 | 255.8% | $96.33万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $133.95万 | 0.01% | 54,562 | 54,562 | — | $133.95万 | 新建仓 |
| AVEX | AEVEX CORP | $132.84万 | 0.01% | 63,592 | 63,592 | — | $132.84万 | 新建仓 |
| REXR | REXFORD INDL RLTY INC | $132.63万 | 0.01% | 39,592 | -592,484 | -93.7% | -$1,984.82万 | 减仓 |
| YELP | YELP INC | $131.59万 | 0.01% | 53,665 | -20,365 | -27.5% | -$49.93万 | 减仓 |
| ADT | ADT INC DEL | $131.53万 | 0.01% | 202,349 | -139,642 | -40.8% | -$90.77万 | 减仓 |
| MPC | MARATHON PETE CORP | $130.72万 | 0.01% | 5,113 | 5,112 | 511,200.0% | $130.70万 | 加仓 |
| MOS | MOSAIC CO | $129.91万 | 0.01% | 61,309 | 28,344 | 86.0% | $60.06万 | 加仓 |
| HRB | BLOCK H & R INC | $129.88万 | 0.01% | 34,107 | -9,871 | -22.4% | -$37.59万 | 减仓 |
| DLB | DOLBY LABORATORIES INC | $129.55万 | 0.01% | 24,639 | -7,255 | -22.7% | -$38.15万 | 减仓 |
| ARDX | ARDELYX INC | $129.38万 | 0.01% | 253,692 | -1,626,091 | -86.5% | -$829.31万 | 减仓 |
| COO | COOPER COS INC | $129.17万 | 0.01% | 18,013 | 18,013 | — | $129.17万 | 新建仓 |
| LNN | LINDSAY CORP | $128.32万 | 0.01% | 10,365 | 9,887 | 2,068.4% | $122.40万 | 加仓 |