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 |
|---|---|---|---|---|---|---|---|---|
| ESNT | ESSENT GROUP LTD | $127.09万 | 0.01% | 19,772 | 919 | 4.9% | $5.91万 | 加仓 |
| VNOM | VIPER ENERGY INC | $126.91万 | 0.01% | 29,931 | 23,648 | 376.4% | $100.27万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $125.87万 | 0.01% | 28,902 | -10,065 | -25.8% | -$43.83万 | 减仓 |
| HURN | HURON CONSULTING GROUP INC | $125.39万 | 0.01% | 13,907 | 13,907 | — | $125.39万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $124.46万 | 0.01% | 29,416 | 29,416 | — | $124.46万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $122.58万 | 0.01% | 28,720 | -1,298,519 | -97.8% | -$5,542.08万 | 重新持有 |
| FG | F&G ANNUITIES & LIFE INC | $120.35万 | 0.01% | 45,260 | 8,134 | 21.9% | $21.63万 | 加仓 |
| GSHD | GOOSEHEAD INS INC | $118.26万 | 0.01% | 24,384 | 3,785 | 18.4% | $18.36万 | 加仓 |
| VRSN | VERISIGN INC | $117.10万 | 0.01% | 4,655 | -3,688 | -44.2% | -$92.78万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $116.76万 | 0.01% | 7,138 | 5,453 | 323.6% | $89.19万 | 加仓 |
| AVT | AVNET INC | $116.10万 | 0.01% | 13,071 | 3,688 | 39.3% | $32.76万 | 重新持有 |
| LOPE | GRAND CANYON ED INC | $115.65万 | 0.01% | 8,081 | 6,951 | 615.1% | $99.48万 | 加仓 |
| MMSI | MERIT MED SYS INC | $114.79万 | 0.01% | 16,554 | -366,311 | -95.7% | -$2,540.00万 | 减仓 |
| SYM | SYMBOTIC INC | $113.30万 | 0.01% | 25,205 | 25,205 | — | $113.30万 | 新建仓 |
| MSA | MSA SAFETY INC | $113.01万 | 0.01% | 6,473 | 5,246 | 427.5% | $91.58万 | 加仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $112.19万 | 0.01% | 30,813 | -9,791 | -24.1% | -$35.65万 | 减仓 |
| PRDO | PERDOCEO ED CORP | $112.15万 | 0.01% | 35,047 | 22,773 | 185.5% | $72.87万 | 加仓 |
| ETSY | ETSY INC | $111.56万 | 0.01% | 14,809 | 14,809 | — | $111.56万 | 新建仓 |
| BCO | BRINKS CO | $110.68万 | 0.01% | 11,713 | 5,661 | 93.5% | $53.49万 | 加仓 |
| LAUR | LAUREATE ED INC | $110.34万 | 0.01% | 30,380 | -2,155 | -6.6% | -$7.83万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $109.35万 | 0.01% | 12,331 | -3,198 | -20.6% | -$28.36万 | 减仓 |
| BFAM | BRIGHT HORIZONS FAM SOL IN D | $108.76万 | 0.01% | 15,344 | -393 | -2.5% | -$2.79万 | 重新持有 |
| INSW | INTERNATIONAL SEAWAYS INC | $108.57万 | 0.01% | 14,176 | 3,333 | 30.7% | $25.53万 | 加仓 |
| ZG | ZILLOW GROUP INC | $108.50万 | 0.01% | 34,586 | 34,586 | — | $108.50万 | 新建仓 |
| RDN | RADIAN GROUP INC | $108.48万 | 0.01% | 28,798 | -14,618 | -33.7% | -$55.07万 | 减仓 |
| MWH | SOLV ENERGY INC | $108.18万 | 0.01% | 31,772 | 31,772 | — | $108.18万 | 新建仓 |
| MGY | MAGNOLIA OIL & GAS CORP | $107.47万 | 0.01% | 42,013 | 31,475 | 298.7% | $80.51万 | 加仓 |
| CPT | CAMDEN PPTY TR | $105.51万 | 0.01% | 9,216 | -407,031 | -97.8% | -$4,660.10万 | 重新持有 |
| DEC | DIVERSIFIED ENERGY CO | $104.84万 | 0.01% | 75,645 | 46,325 | 158.0% | $64.21万 | 加仓 |
| ARW | ARROW ELECTRS INC | $103.93万 | 0.01% | 4,870 | -36,295 | -88.2% | -$774.57万 | 重新持有 |
| KRG | KITE REALTY GROUP TRUST | $103.28万 | 0.01% | 36,392 | 36,392 | — | $103.28万 | 新建仓 |
| NYT | NEW YORK TIMES CO MTN BE | $102.38万 | 0.01% | 14,630 | 10,349 | 241.7% | $72.42万 | 加仓 |
| SBCF | SEACOAST BKG CORP FLA | $102.36万 | 0.01% | 30,786 | 30,786 | — | $102.36万 | 新建仓 |
| CRVL | CORVEL CORP | $102.05万 | 0.01% | 16,322 | -1,694 | -9.4% | -$10.59万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $101.99万 | 0.01% | 15,933 | 15,933 | — | $101.99万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $101.72万 | 0.01% | 39,380 | 27,184 | 222.9% | $70.22万 | 加仓 |
| RNG | RINGCENTRAL INC | $100.42万 | 0.01% | 25,763 | -618 | -2.3% | -$2.41万 | 减仓 |
| ROG | ROGERS CORP | $99.99万 | 0.01% | 6,107 | 4,723 | 341.3% | $77.33万 | 加仓 |
| HLF | HERBALIFE LTD | $99.02万 | 0.01% | 75,300 | 38,278 | 103.4% | $50.34万 | 加仓 |
| TRN | TRINITY INDS INC | $98.85万 | 0.01% | 28,586 | 18,810 | 192.4% | $65.04万 | 加仓 |
| DX | DYNEX CAP INC | $98.71万 | 0.01% | 75,293 | -13,712 | -15.4% | -$17.98万 | 重新持有 |
| ATEN | A10 NETWORKS INC | $98.71万 | 0.01% | 26,420 | 14,829 | 127.9% | $55.40万 | 加仓 |
| IMKTA | INGLES MKTS INC | $98.42万 | 0.01% | 11,111 | 10,326 | 1,315.4% | $91.47万 | 加仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $97.95万 | 0.01% | 57,717 | -30,272 | -34.4% | -$51.37万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $97.70万 | 0.01% | 31,416 | 20,482 | 187.3% | $63.70万 | 重新持有 |
| REYN | REYNOLDS CONSUMER PRODS INC | $97.27万 | 0.01% | 36,226 | -32,312 | -47.1% | -$86.76万 | 减仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $96.83万 | 0.01% | 18,560 | -568,783 | -96.8% | -$2,967.34万 | 重新持有 |
| FRSH | FRESHWORKS INC | $96.21万 | 0.01% | 95,069 | 94,154 | 10,290.1% | $95.28万 | 加仓 |
| EMN | EASTMAN CHEM CO | $95.38万 | 0.01% | 14,240 | -10,609 | -42.7% | -$71.06万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $94.38万 | 0.01% | 13,921 | -12,542 | -47.4% | -$85.03万 | 减仓 |
| RGLD | ROYAL GOLD INC | $93.48万 | 0.01% | 4,683 | 4,683 | — | $93.48万 | 新建仓 |
| FRME | FIRST MERCHANTS CORP | $93.12万 | 0.01% | 21,313 | 7,548 | 54.8% | $32.98万 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $92.84万 | 0.01% | 7,428 | 7,428 | — | $92.84万 | 新建仓 |
| WSO | WATSCO INC | $91.47万 | 0.01% | 2,195 | -21,164 | -90.6% | -$881.97万 | 减仓 |
| KWR | QUAKER HOUGHTON | $91.10万 | 0.01% | 5,734 | 3,438 | 149.7% | $54.62万 | 加仓 |
| CASH | PATHWARD FINANCIAL INC | $90.93万 | 0.01% | 10,445 | 4,979 | 91.1% | $43.35万 | 重新持有 |
| MGRC | MCGRATH RENTCORP | $90.89万 | 0.01% | 7,510 | 7,510 | — | $90.89万 | 新建仓 |
| COKE | COCA COLA CONS INC | $90.21万 | 0.01% | 4,725 | 4,725 | — | $90.21万 | 新建仓 |
| SAM | BOSTON BEER INC | $89.59万 | 0.01% | 5,061 | 2,688 | 113.3% | $47.59万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $88.47万 | 0.01% | 16,197 | 16,197 | — | $88.47万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $87.74万 | 0.01% | 4,972 | 4,444 | 841.7% | $78.42万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $87.06万 | 0.01% | 61,570 | 19,029 | 44.7% | $26.91万 | 加仓 |
| NMIH | NMI HLDGS INC | $86.91万 | 0.01% | 21,150 | 21,046 | 20,236.5% | $86.48万 | 加仓 |
| CE | CELANESE CORP DEL | $85.88万 | 0.01% | 18,670 | 18,670 | — | $85.88万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $85.46万 | 0.01% | 18,079 | 5,715 | 46.2% | $27.01万 | 加仓 |
| OMC | OMNICOM GROUP INC | $84.86万 | 0.01% | 11,652 | 2,099 | 22.0% | $15.29万 | 重新持有 |
| NWSA | NEWS CORP NEW | $83.38万 | 0.01% | 33,579 | -32,496 | -49.2% | -$80.69万 | 减仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $83.33万 | 0.01% | 1,552 | 1,552 | — | $83.33万 | 新建仓 |
| COHU | COHU INC | $82.88万 | 0.01% | 11,214 | 7,039 | 168.6% | $52.03万 | 加仓 |
| HUBG | HUB GROUP INC | $82.61万 | 0.01% | 18,865 | -1,758 | -8.5% | -$7.70万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $81.26万 | 0.01% | 49,611 | 22,912 | 85.8% | $37.53万 | 加仓 |
| LXU | LSB INDS INC | $81.05万 | 0.01% | 74,977 | 74,977 | — | $81.05万 | 新建仓 |
| ROCK | GIBRALTAR INDS INC | $80.54万 | 0.01% | 17,859 | -6,233 | -25.9% | -$28.11万 | 减仓 |
| WHD | CACTUS INC | $79.19万 | 0.01% | 15,458 | -600,246 | -97.5% | -$3,075.06万 | 减仓 |
| PSIX | POWER SOLUTIONS INTL INC | $78.89万 | 0.01% | 20,286 | 11,483 | 130.4% | $44.66万 | 重新持有 |
| EPAC | ENERPAC TOOL GROUP CORP | $78.87万 | 0.01% | 21,994 | 8,413 | 61.9% | $30.17万 | 加仓 |
| TPC | TUTOR PERINI CORP | $78.18万 | 0.01% | 9,423 | 9,423 | — | $78.18万 | 新建仓 |
| FWRD | FORWARD AIR CORP | $76.72万 | 0.00% | 56,786 | 56,786 | — | $76.72万 | 新建仓 |
| EYE | NATIONAL VISION HLDGS INC | $76.64万 | 0.00% | 40,318 | 23,930 | 146.0% | $45.49万 | 加仓 |
| DAL | DELTA AIR LINES INC | $75.62万 | 0.00% | 8,074 | -27,274 | -77.2% | -$255.45万 | 重新持有 |
| VCEL | VERICEL CORP | $75.49万 | 0.00% | 16,968 | 10,735 | 172.2% | $47.76万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $74.94万 | 0.00% | 28,439 | -1,309,484 | -97.9% | -$3,450.49万 | 重新持有 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $74.50万 | 0.00% | 21,231 | 21,231 | — | $74.50万 | 新建仓 |
| BLKB | BLACKBAUD INC | $73.69万 | 0.00% | 24,878 | 13,156 | 112.2% | $38.97万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $73.14万 | 0.00% | 87,386 | 35,931 | 69.8% | $30.07万 | 加仓 |
| JJSF | J & J SNACK FOODS CORP | $72.89万 | 0.00% | 9,924 | -5,383 | -35.2% | -$39.54万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $72.85万 | 0.00% | 30,818 | 30,818 | — | $72.85万 | 新建仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $72.57万 | 0.00% | 22,964 | 21,370 | 1,340.7% | $67.53万 | 加仓 |
| PRG | PROG HOLDINGS INC | $72.55万 | 0.00% | 15,566 | -17,131 | -52.4% | -$79.85万 | 减仓 |
| CPA | COPA HOLDINGS SA | $72.25万 | 0.00% | 4,644 | 4,644 | — | $72.25万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $71.00万 | 0.00% | 9,196 | -3,362 | -26.8% | -$25.96万 | 减仓 |
| AVNT | AVIENT CORPORATION | $70.42万 | 0.00% | 19,053 | -7,951 | -29.4% | -$29.39万 | 减仓 |
| DBD | DIEBOLD NIXDORF INC | $70.35万 | 0.00% | 8,275 | 1,459 | 21.4% | $12.40万 | 加仓 |
| AMCR | AMCOR PLC | $70.04万 | 0.00% | 16,157 | 16,157 | — | $70.04万 | 新建仓 |
| FIVN | FIVE9 INC | $70.01万 | 0.00% | 32,840 | 29,430 | 863.0% | $62.74万 | 加仓 |
| WLY | WILEY JOHN & SONS INC | $69.70万 | 0.00% | 14,368 | 883 | 6.5% | $4.28万 | 加仓 |
| AA | ALCOA CORP | $69.11万 | 0.00% | 13,255 | 12,252 | 1,221.5% | $63.88万 | 加仓 |
| LTC | LTC PPTYS INC | $69.01万 | 0.00% | 17,948 | -1,387 | -7.2% | -$5.33万 | 重新持有 |
| APG | API GROUP CORP | $68.83万 | 0.00% | 16,253 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION | $68.74万 | 0.00% | 23,705 | -29,024 | -55.0% | -$84.17万 | 减仓 |