Freestone Grove Partners LP

CIK

2007591

Location

San Francisco, CA

Portfolio Value

Large $12,715,025,799

Diversification

Diversified

Filing Date

Global Rank

#365 / 8,623 ▲ 24 · as of Mar 2026

Top Industry

Software - Application 6.0%

3Y Alpha vs SPY

+2.1%

Period ended 4 months ago

Filed May 15, 2026 · 3mo

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jul 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+27.7%

SPY

+21.4%

Annualised alpha

+4.0%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.

Portfolio Concentration

948 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

2.9%

+1.6 pts

Top 5

7.0%

+1.7 pts

Top 10

11.6%

+2.1 pts

HHI

Diversified+7

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	18.9%	$2,404,206,337	132
Technology	16.0%	$2,037,817,867	158
Industrials	13.6%	$1,732,544,248	139
Healthcare	13.1%	$1,659,927,782	131
Consumer Cyclical	11.4%	$1,444,571,837	127
Energy	7.2%	$921,474,936	52
Real Estate	5.3%	$674,616,574	66
Consumer Defensive	4.5%	$571,343,780	47
Utilities	4.4%	$558,853,686	28
Unclassified	2.9%	$366,174,876	2
Communication Services	1.6%	$206,378,883	35
Basic Materials	1.1%	$137,114,993	31

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VLY	Valley National Bancorp	+4,798,011	5,448,809	$66,911,374
KEY	Keycorp /New/	+2,340,337	3,858,175	$77,356,408
DT	Dynatrace, Inc.	+1,778,807	2,822,808	$104,387,439
S	SentinelOne, Inc.	+1,739,176	2,254,932	$29,043,524
ESTC	Elastic N.V.	+1,549,494	2,264,806	$113,217,651
KIM	Kimco Realty Corp	+1,393,391	1,411,574	$31,718,067
BBWI	Bath & Body Works, Inc.	+1,392,328	1,429,972	$26,697,577
AIG	American International Group, Inc.	+1,248,464	1,270,915	$95,636,353
ARDX	Ardelyx, Inc.	+1,180,650	1,879,783	$11,259,900
IOT	Samsara Inc.	+1,119,594	2,157,361	$68,366,770
OSCR	Oscar Health, Inc.	+1,093,633	1,602,569	$18,381,466
AXS	Axis Capital Holdings Ltd	+945,526	1,299,649	$131,797,405
WMB	Williams Companies, Inc.	+841,429	1,127,736	$82,076,626
BROS	Dutch Bros Inc.	+822,589	1,504,392	$76,212,498
BAH	Booz Allen Hamilton Holding Corp	+811,065	1,605,671	$125,290,508
NTNX	Nutanix, Inc.	+743,670	1,105,821	$42,032,256
ALHC	Alignment Healthcare, Inc.	+717,567	1,337,777	$23,571,630
WH	Wyndham Hotels & Resorts, Inc.	+702,149	708,831	$57,578,342
SWK	Stanley Black & Decker, Inc.	+593,025	708,037	$50,313,109
MDLN	Medline Inc.	+582,514	1,089,014	$48,461,123
TEX	Terex Corp	+550,085	1,060,317	$62,664,734
DDOG	Datadog, Inc.	+548,796	1,085,198	$128,107,623
NOK	Nokia Corp	+535,695	6,312,578	$50,753,127
NOW	ServiceNow, Inc.	+500,317	801,689	$83,816,584
ALSN	Allison Transmission Holdings Inc	+456,246	512,186	$59,956,493
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
PCG	PG&E Corp	−3,272,338	1,477,708	$25,963,329
PR	Permian Resources Corp	−1,889,680	3,033,276	$64,669,444
HRL	Hormel Foods Corp /De/	−1,820,318	8,363	$189,421
OVV	Ovintiv Inc.	−1,761,916	1,313,009	$77,940,214
FHN	First Horizon Corp	−1,418,660	3,308,607	$75,303,895
FTV	Fortive Corp	−1,141,543	17,594	$972,596
AMH	American Homes 4 Rent	−1,114,126	36,195	$1,010,564
SLB	Slb Limited/Nv	−1,103,202	289,026	$14,853,046
ASB	Associated Banc-Corp	−1,063,095	16,835	$435,353
PFE	Pfizer Inc	−968,995	80,886	$2,271,278
ALK	Alaska Air Group, Inc.	−965,767	8,815	$324,215
INVH	Invitation Homes Inc.	−956,321	42,691	$1,060,871
WAY	Waystar Holding Corp.	−920,990	23,390	$563,932
VNOM	Viper Energy, Inc.	−851,817	6,283	$295,238
CNP	Centerpoint Energy Inc	−844,655	1,266,389	$54,657,349
T	At&T Inc.	−763,392	804,849	$23,332,572
OKTA	Okta, Inc.	−602,818	244,206	$19,221,454
FBIN	Fortune Brands Innovations, Inc.	−561,006	1,388,952	$54,127,459
AR	ANTERO RESOURCES Corp	−544,982	1,347,024	$57,167,698
SAIL	SailPoint, Inc.	−499,999	1	$13
MAN	ManpowerGroup Inc.	−483,750	1,286	$37,885
HRI	Herc Holdings Inc	−470,301	102,848	$10,238,518
CELH	Celsius Holdings, Inc.	−461,228	6,533	$231,790
SLDE	Slide Insurance Holdings, Inc.	−457,299	529,244	$9,526,392
SYF	Synchrony Financial	−445,195	3,704	$251,946
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
SPY	Spdr S&P 500 ETF Trust	562,700	$365,946,318
C	Citigroup Inc	1,180,436	$133,873,246
PNFP	Pinnacle Financial Partners, Inc.	1,287,874	$110,937,466
MDLZ	Mondelez International, Inc.	1,786,002	$102,945,155
KKR	KKR & Co. Inc.	1,075,483	$99,482,177
MCD	Mcdonalds Corp	290,178	$90,184,420
MA	Mastercard Inc	172,536	$86,209,337
DE	Deere & Co	152,276	$85,777,070
ATI	Ati Inc	575,873	$83,766,486
FFIV	F5, Inc.	283,480	$82,019,268
EAT	Brinker International, Inc	552,886	$78,935,534
GS	Goldman Sachs Group Inc	92,007	$77,837,001
OXY	Occidental Petroleum Corp /De/	1,149,223	$74,699,495
MO	Altria Group, Inc.	1,069,321	$70,564,492
LOGI	Logitech International S.A.	735,678	$67,034,979
MNDY	monday.com Ltd.	888,584	$61,410,040
ZION	Zions Bancorporation, National Association /Ut/	1,040,108	$59,931,022
CHKP	Check Point Software Technologies Ltd	388,273	$55,464,798
A	Agilent Technologies, Inc.	474,435	$54,076,101
RL	Ralph Lauren Corp	156,071	$53,686,863
CIEN	Ciena Corp	133,267	$51,738,247
ECHO	EchoStar CORP	441,418	$51,676,805
COST	Costco Wholesale Corp /New	51,481	$51,297,212
NDAQ	Nasdaq, Inc.	600,547	$50,980,434
IDXX	Idexx Laboratories Inc /De	90,516	$50,860,035
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BSX	Boston Scientific Corp	1,327,239	$126,552,238
LEN	Lennar Corp /New/	933,278	$95,940,978
MLM	Martin Marietta Materials Inc	151,872	$94,564,619
CL	Colgate Palmolive Co	1,164,038	$91,982,282
XOM	ExxonMobil Holdings Corp	755,658	$90,935,883
MS	Morgan Stanley	410,395	$72,857,424
ETR	Entergy Corp /De/	787,603	$72,798,145
BX	Blackstone Inc.	443,632	$68,381,436
WDAY	Workday, Inc.	312,301	$67,076,008
CSCO	Cisco Systems, Inc.	868,537	$66,903,405
AMRZ	Amrize Ltd	1,205,796	$65,209,447
CMS	Cms Energy Corp	926,977	$64,823,501
PLNT	Planet Fitness, Inc.	587,343	$63,709,095
ROK	Rockwell Automation, Inc	161,697	$62,911,451
LLY	ELI LILLY & Co	53,593	$57,595,330
KMI	Kinder Morgan, Inc.	2,025,696	$55,686,383
VRT	Vertiv Holdings Co	336,051	$54,443,622
GLW	Corning Inc /Ny	617,997	$54,111,817
CW	Curtiss Wright Corp	97,937	$53,989,729
EOG	Eog Resources Inc	500,806	$52,589,638
H	Hyatt Hotels Corp	322,222	$51,658,631
ANET	Arista Networks, Inc.	393,164	$51,516,278
GWRE	Guidewire Software, Inc.	250,570	$50,367,075
GBCI	Glacier Bancorp, Inc.	1,135,650	$50,025,382
V	Visa Inc.	135,811	$47,630,275
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

948 tracked positions · $12,715,025,799 total · filing declares 962 positions · $14,158,266,664 · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 948 positions by value · page 1 of 19

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust PUT	NEW	562,700	NEW	$365,946,318	NEW	2.88%
JNJ	Johnson & Johnson Healthcare	Added	554,373	+407,303	$135,510,936	+345.2%	1.07%
C	Citigroup Inc Financial Services	NEW	1,180,436	NEW	$133,873,246	NEW	1.05%
AXS	Axis Capital Holdings Ltd Financial Services	Added	1,299,649	+945,526	$131,797,405	+247.5%	1.04%
DDOG	Datadog, Inc. Technology	Added	1,085,198	+548,796	$128,107,623	+75.6%	1.01%
BAH	Booz Allen Hamilton Holding Corp Industrials	Added	1,605,671	+811,065	$125,290,508	+86.9%	0.99%
BP	Bp PLC Energy	Added	2,642,602	+166,184	$124,202,294	+44.4%	0.98%
ESTC	Elastic N.V. Technology	Added	2,264,806	+1,549,494	$113,217,651	+109.8%	0.89%
PNFP	Pinnacle Financial Partners, Inc. Financial Services	NEW	1,287,874	NEW	$110,937,466	NEW	0.87%
ISRG	Intuitive Surgical Inc Healthcare	Added	236,782	+181,594	$109,154,134	+249.2%	0.86%
DT	Dynatrace, Inc. Technology	Added	2,822,808	+1,778,807	$104,387,439	+130.7%	0.82%
XEL	Xcel Energy Inc Utilities	Reduced	1,299,463	-9,485	$103,229,340	+6.8%	0.81%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	1,786,002	NEW	$102,945,155	NEW	0.81%
WY	Weyerhaeuser Co Real Estate	Added	4,141,960	+330,093	$101,188,082	+12.1%	0.80%
GWW	W.W. Grainger, Inc. Industrials	Added	92,541	+19,478	$100,944,657	+36.9%	0.79%
KKR	KKR & Co. Inc. Financial Services	NEW	1,075,483	NEW	$99,482,177	NEW	0.78%
AIG	American International Group, Inc. Financial Services	Added	1,270,915	+1,248,464	$95,636,353	+4879.3%	0.75%
TWLO	Twilio Inc Technology	Added	751,687	+256,935	$94,577,258	+34.4%	0.74%
RTX	RTX Corp Industrials	Added	472,012	+203,213	$91,051,114	+84.7%	0.72%
PSX	Phillips 66 Energy	Added	498,027	+147,547	$90,730,558	+100.6%	0.71%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	290,178	NEW	$90,184,420	NEW	0.71%
VMC	Vulcan Materials CO Basic Materials	Added	327,809	+297,095	$89,262,390	+918.9%	0.70%
USB	US Bancorp De Financial Services	Reduced	1,661,642	-99,587	$86,422,000	−8.0%	0.68%
MA	Mastercard Inc Financial Services	NEW	172,536	NEW	$86,209,337	NEW	0.68%
DE	Deere & Co Industrials	NEW	152,276	NEW	$85,777,070	NEW	0.67%
NOW	ServiceNow, Inc. Technology	Added	801,689	+500,317	$83,816,584	+81.6%	0.66%
ATI	Ati Inc Industrials	NEW	575,873	NEW	$83,766,486	NEW	0.66%
WMB	Williams Companies, Inc. Energy	Added	1,127,736	+841,429	$82,076,626	+376.9%	0.65%
FFIV	F5, Inc. Technology	NEW	283,480	NEW	$82,019,268	NEW	0.65%
EAT	Brinker International, Inc Consumer Cyclical	NEW	552,886	NEW	$78,935,534	NEW	0.62%
ROST	Ross Stores, Inc. Consumer Cyclical	Added	363,898	+78,820	$78,831,223	+53.5%	0.62%
OVV	Ovintiv Inc. Energy	Reduced	1,313,009	-1,761,916	$77,940,214	−35.3%	0.61%
BAC	Bank Of America Corp /De/ Financial Services	Added	1,598,716	+326,056	$77,937,405	+11.3%	0.61%
GS	Goldman Sachs Group Inc Financial Services	NEW	92,007	NEW	$77,837,001	NEW	0.61%
KEY	Keycorp /New/ Financial Services	Added	3,858,175	+2,340,337	$77,356,408	+146.9%	0.61%
MSFT	Microsoft Corp Technology	Added	208,305	+44,039	$77,108,261	−2.9%	0.61%
BROS	Dutch Bros Inc. Consumer Cyclical	Added	1,504,392	+822,589	$76,212,498	+82.6%	0.60%
FHN	First Horizon Corp Financial Services	Reduced	3,308,607	-1,418,660	$75,303,895	−33.3%	0.59%
CDNS	Cadence Design Systems Inc Technology	Added	269,954	+251,115	$75,012,117	+1173.8%	0.59%
OXY	Occidental Petroleum Corp /De/ Energy	NEW	1,149,223	NEW	$74,699,495	NEW	0.59%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	356,730	-326,940	$74,296,157	−52.9%	0.58%
JBL	Jabil Inc Technology	Added	275,668	+176,411	$73,225,690	+223.5%	0.58%
MTZ	Mastec Inc Industrials	Reduced	220,400	-235,217	$70,911,496	−28.4%	0.56%
MO	Altria Group, Inc. Consumer Defensive	NEW	1,069,321	NEW	$70,564,492	NEW	0.55%
CAH	Cardinal Health Inc Healthcare	Added	329,210	+77,019	$69,565,365	+34.2%	0.55%
IOT	Samsara Inc. Technology	Added	2,157,361	+1,119,594	$68,366,770	+85.8%	0.54%
LOGI	Logitech International S.A. Technology	NEW	735,678	NEW	$67,034,979	NEW	0.53%
VLY	Valley National Bancorp Financial Services	Added	5,448,809	+4,798,011	$66,911,374	+780.3%	0.53%
CR	Crane Co Industrials	Reduced	381,873	-31,132	$65,300,283	−14.3%	0.51%
WWD	Woodward, Inc. Industrials	Added	182,112	+6,882	$65,181,527	+23.0%	0.51%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.