FREESTONE GROVE PARTNERS LP

PrivateCIK: 2007591
Location

SAN FRANCISCO, CA

962
Positions
$14.16B
Total AUM (reported)
210.46M
Total Shares

Allocation by class

TOTAL AUM$14.16B962 positions
COM$8.60B60.8%
CL A$1.02B7.2%
COM NEW$990.95M7.0%
S&P 500 ETF SHS$788.62M5.6%
CORE S&P500 ETF$644.07M4.5%
SHS$391.35M2.8%
TR UNIT$365.95M2.6%

Portfolio Concentration

Top 312.7%4–106.3%11–2510.4%Rest70.6%TOP 1019.0%0%100%
Top 3$1.80B12.7%
4–10$892.00M6.3%
11–25$1.47B10.4%
Rest$10.00B70.6%

Top 3 weight

12.7%

Top 10 weight

19.0%

Voting Authority Distribution

Total shares with voting rights: 210.46M

Sole

Full voting authority

210.46M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole962
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings962
Rows:

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares1.32M
TypeSH
Market value$788.62M
5.57%
Sole
1.32M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P500 ETF
Shares986K
TypeSH
Market value$644.07M
4.55%
Sole
986K
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares562.70K
TypeSH
Market value$365.95M
2.58%
Sole
562.70K
Shared
0.00
None
0.00

JOHNSON & JOHNSON

SOLE
COM
Shares554.37K
TypeSH
Market value$135.51M
0.96%
Sole
554.37K
Shared
0.00
None
0.00

CITIGROUP INC

SOLE
COM NEW
Shares1.18M
TypeSH
Market value$133.87M
0.95%
Sole
1.18M
Shared
0.00
None
0.00

AXIS CAP HLDGS LTD

SOLE
SHS
Shares1.30M
TypeSH
Market value$131.80M
0.93%
Sole
1.30M
Shared
0.00
None
0.00

DATADOG INC

SOLE
CL A COM
Shares1.09M
TypeSH
Market value$128.11M
0.90%
Sole
1.09M
Shared
0.00
None
0.00

BOOZ ALLEN HAMILTON HLDG COR

SOLE
CL A
Shares1.61M
TypeSH
Market value$125.29M
0.88%
Sole
1.61M
Shared
0.00
None
0.00

BP PLC

SOLE
SPONSORED ADR
Shares2.64M
TypeSH
Market value$124.20M
0.88%
Sole
2.64M
Shared
0.00
None
0.00

ELASTIC N V

SOLE
ORD SHS
Shares2.26M
TypeSH
Market value$113.22M
0.80%
Sole
2.26M
Shared
0.00
None
0.00

PINNACLE FINL PARTNERS INC

SOLE
COM
Shares1.29M
TypeSH
Market value$110.94M
0.78%
Sole
1.29M
Shared
0.00
None
0.00

INTUITIVE SURGICAL INC

SOLE
COM NEW
Shares236.78K
TypeSH
Market value$109.15M
0.77%
Sole
236.78K
Shared
0.00
None
0.00

DYNATRACE INC

SOLE
COM NEW
Shares2.82M
TypeSH
Market value$104.39M
0.74%
Sole
2.82M
Shared
0.00
None
0.00

XCEL ENERGY INC

SOLE
COM
Shares1.30M
TypeSH
Market value$103.23M
0.73%
Sole
1.30M
Shared
0.00
None
0.00

MONDELEZ INTL INC

SOLE
CL A
Shares1.79M
TypeSH
Market value$102.95M
0.73%
Sole
1.79M
Shared
0.00
None
0.00

WEYERHAEUSER CO

SOLE
COM NEW
Shares4.14M
TypeSH
Market value$101.19M
0.71%
Sole
4.14M
Shared
0.00
None
0.00

WW GRAINGER INC

SOLE
COM
Shares92.54K
TypeSH
Market value$100.94M
0.71%
Sole
92.54K
Shared
0.00
None
0.00

KKR & CO INC

SOLE
COM
Shares1.08M
TypeSH
Market value$99.48M
0.70%
Sole
1.08M
Shared
0.00
None
0.00

AMERICAN INTL GROUP INC

SOLE
COM NEW
Shares1.27M
TypeSH
Market value$95.64M
0.68%
Sole
1.27M
Shared
0.00
None
0.00

TWILIO INC

SOLE
CL A
Shares751.69K
TypeSH
Market value$94.58M
0.67%
Sole
751.69K
Shared
0.00
None
0.00

RTX CORPORATION

SOLE
COM
Shares472.01K
TypeSH
Market value$91.05M
0.64%
Sole
472.01K
Shared
0.00
None
0.00

PHILLIPS 66

SOLE
COM
Shares498.03K
TypeSH
Market value$90.73M
0.64%
Sole
498.03K
Shared
0.00
None
0.00

MCDONALDS CORP

SOLE
COM
Shares290.18K
TypeSH
Market value$90.18M
0.64%
Sole
290.18K
Shared
0.00
None
0.00

VULCAN MATLS CO

SOLE
COM
Shares327.81K
TypeSH
Market value$89.26M
0.63%
Sole
327.81K
Shared
0.00
None
0.00

US BANCORP

SOLE
COM NEW
Shares1.66M
TypeSH
Market value$86.42M
0.61%
Sole
1.66M
Shared
0.00
None
0.00
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