SEC 13F Intelligence

Managers / Q1 2026

Freestone Grove Partners LP

CIK 0002007591 · ONE MARKET PLAZA, STEUART TOWER, 9TH FLOOR, SAN FRANCISCO, CA, 94105 · (415) 907-4100

Reported Value
$14.2B
Q1 2026
Positions
962
Filings on Record
6
2019–present window
Filed
May 15, 2026
original filing

Summary

Freestone Grove Partners Lp reported $14.2B in U.S.-listed holdings across 962 positions for Q1 2026.

Its largest position, VOO, represents 5.6% of the portfolio.

Compared with Q4 2025, the fund opened 516 new positions and exited 267.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $8.2BQ4 ’24Q1 ’25: $9.7BQ1 ’25Q2 ’25: $13.2BQ2 ’25Q3 ’25: $13.4BQ3 ’25Q4 ’25: $13.8BQ4 ’25Q1 ’26: $14.2BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 75.8%ETP: 12.7%Other: 5.3%REIT: 4.7%ADR: 1.4%
  • Common Stock · 75.8% · $10.7B
  • ETP · 12.7% · $1.8B
  • Other · 5.3% · $756M
  • REIT · 4.7% · $667M
  • ADR · 1.4% · $195M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

Loading…
#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$14.2B962May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$13.8B713Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$13.4B678Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$13.2B646Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$9.7B568May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$8.2B569Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.