Freestone Grove Partners LP

CIK 0002007591 · Q1 2026

13F Equity AUM

$14.2B

+2.4% QoQ

Positions

874

+161 QoQ

AUM Rank

#521

Top 4%

Skill Alpha (FF)

—

Building track record (4q)

Quarters Tracked

~1 years

Portfolio Concentration

Top 5: 14.6%Top 10: 19.0%Top 20: 26.2%

VOO5.6%

IVV4.5%

SPY2.6%

JNJ1.0%

TRVC0.9%

AXS-PE0.9%

DDOG0.9%

BAH0.9%

BP0.9%

ESTC0.8%

Others (864)81.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services28.7%

Technology13.3%

Industrials11.8%

Healthcare11.5%

Consumer Cyclical10.1%

Energy6.6%

Real Estate4.7%

Consumer Defensive4.0%

Other9.2%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 874Median: 0.01%Avg: 0.11%

0–0.5%

829(59.5%)

0.5–1%

42(27.8%)

1–3%

1(2.6%)

3–5%

1(4.5%)

5%+

1(5.6%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Holdings

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