StockDrifts LogoStockDrifts

Limestone Investment Advisors LP

Portfolio Manager
Limestone Investment Advisors LP
Performance
-6.08% (2026 Q1)
AUM (13F)
$1.25B
# of Holdings
154
Performance Rank
Allocation (Top 20)
53.77%

Limestone Investment Advisors LP Holdings Map

Top 50 Limestone Investment Advisors LP Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
MSFT
MICROSOFT CORP
5.57%30.7K$11.4M
+384.92%(+24.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 940 shares2025-Q4: 6.3K shares2026-Q1: 30.7K shares
$442.34(-11.72%)
2026-03-31
GOOGL
ALPHABET INC
5.48%38.9K$11.2M
+81.13%(+17.41K)
2025-Q1: 0 shares2025-Q2: 5.6K shares2025-Q3: 7.8K shares2025-Q4: 21.5K shares2026-Q1: 38.9K shares
$267.91(+34.34%)
2026-03-31
META
META PLATFORMS INC
5.28%18.8K$10.8M
+578.92%(+16.07K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 2.2K shares2025-Q4: 2.8K shares2026-Q1: 18.8K shares
$632.57(-7.85%)
2026-03-31
AAPL
APPLE INC
3.58%28.8K$7.3M
+97.05%(+14.16K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 14.6K shares2026-Q1: 28.8K shares
$263.04(+17.33%)
2026-03-31
NXT
NEXTPOWER INC
3.34%56.5K$6.8M
+2.10%(+1.16K)
2025-Q1: 0 shares2025-Q2: 165.4K shares2025-Q3: 56.5K shares2025-Q4: 55.3K shares2026-Q1: 56.5K shares
$49.89(+126.17%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
3.12%9.8K$6.4M
-3.39%(-344)
2025-Q1: 0 shares2025-Q2: 168.6K shares2025-Q3: 100.3K shares2025-Q4: 10.1K shares2026-Q1: 9.8K shares
$586.75(+26.93%)
2026-03-31
MRP
MILLROSE PPTYS INC
2.8%203.8K$5.7M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 124.7K shares2025-Q3: 96.9K shares2025-Q4: 203.8K shares2026-Q1: 203.8K shares
$29.73(+0.13%)
2026-03-31
AER
AERCAP HOLDINGS NV
2.77%41.2K$5.7M
+0.00%(+0)
2025-Q1: 0 shares2025-Q2: 41.2K shares2025-Q3: 41.2K shares2025-Q4: 41.2K shares2026-Q1: 41.2K shares
$109.58(+34.92%)
2026-03-31
ASML
ASML HLDG NV
2.39%3.7K$4.9M
+120.00%(+2.02K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.7K shares2026-Q1: 3.7K shares
$1115.18(+58.66%)
2026-03-31
BABA
ALIBABA GROUP HLDG LTD
2.31%37.5K$4.7M
-4.71%(-1.85K)
2025-Q1: 0 shares2025-Q2: 38.5K shares2025-Q3: 39.4K shares2025-Q4: 39.4K shares2026-Q1: 37.5K shares
$123.47(-22.13%)
2026-03-31

Unlock alerts, watchlists & AI chat

Sign up free to track Limestone Investment Advisors LP, compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all