Limestone Investment Advisors LP

13F filer · CIK 0002075597

Reported Aug 14, 2026

Net seller this quarter

13F portfolio value$1.35BU.S. long equity reported on 13F

Positions15169 new · 70 closed

Net flow last quarter-$23MBuys minus sells

Top 10 positions weight8.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 2026151 positions
SPYSPDR S&P 500 ETF Trust	$54.5M	4.05%	Not reported	+645.2%	Q3 2025
NXTNextpower Inc.	$7.58M	0.56%	0.05%	+12.7%	Q3 2025
GOOGLAlphabet Inc.	$7.05M	0.52%	0.00%	-49.2%	Q3 2025
NKENIKE, Inc.	$6.81M	0.51%	0.01%	+424.4%	Q3 2025
AAPLApple Inc.	$6.33M	0.47%	0.00%	-23.9%	Q4 2025
MRPMillrose Properties, Inc.	$6.12M	0.45%	Not reported	Not reported	Q3 2025
AERAerCap Holdings N.V.	$6.01M	0.45%	0.02%	Not reported	Q3 2025
BABAAlibaba Group Holding Ltd	$5.33M	0.40%	0.00%	+47.8%	Q3 2025
BRK.ABerkshire Hathaway Inc	$5.24M	0.39%	Not reported	New	Q2 2026
VXXBarclays Bank PLC	$4.68M	0.35%	Not reported	+375.1%	Q1 2026
RIORio Tinto PLC	$3.59M	0.27%	0.00%	Not reported	Q3 2025
NFLXNetflix Inc	$3.54M	0.26%	0.00%	Not reported	Q3 2025
COINCoinbase Global, Inc.	$2.75M	0.20%	0.01%	Not reported	Q3 2025
PBRPetrobras - Petroleo Brasileiro SA	$2.61M	0.19%	0.00%	+82.7%	Q3 2025
DISWalt Disney Co	$2.34M	0.17%	0.00%	-26.3%	Q3 2025
FCXFreeport-Mcmoran Inc	$2.23M	0.17%	0.00%	+639.5%	Q3 2025
NEMNEWMONT Corp	$2.19M	0.16%	0.00%	+3842.6%	Q1 2026
SESea Ltd	$1.93M	0.14%	0.01%	-3.9%	Q4 2025
UBERUber Technologies, Inc	$1.93M	0.14%	0.00%	-35.7%	Q3 2025
JDJD.com, Inc.	$1.89M	0.14%	0.01%	Not reported	Q3 2025
DDOGDatadog, Inc.	$1.82M	0.14%	0.01%	Not reported	Q4 2025
BEKEKE Holdings Inc.	$1.77M	0.13%	Not reported	Not reported	Q3 2025
IBNIcici Bank Ltd	$1.66M	0.12%	Not reported	Not reported	Q4 2025
BNTXBioNTech SE	$1.6M	0.12%	0.01%	Not reported	Q3 2025
YMMFull Truck Alliance Co. Ltd.	$1.59M	0.12%	Not reported	Not reported	Q3 2025
ITUBItau Unibanco Holding S.A.	$1.56M	0.12%	0.00%	Not reported	Q3 2025
AMTAmerican Tower Corp	$1.56M	0.12%	0.00%	New	Q2 2026
CEGConstellation Energy Corp	$1.54M	0.11%	0.00%	+39.7%	Q3 2025
MELIMercadolibre Inc	$1.53M	0.11%	0.00%	Not reported	Q4 2025
DMIIDrugs Made In America Acquisition II Corp.	$1.52M	0.11%	1.10%	+1168.9%	Q1 2026
SONYSony Group Corp	$1.5M	0.11%	0.00%	Not reported	Q1 2026
VVisa Inc.	$1.48M	0.11%	0.00%	-68.9%	Q3 2025
CCLCarnival Corp Ltd.	$1.46M	0.11%	0.00%	+132.5%	Q3 2025
TRADAPEX Tech Acquisition Inc.	$1.43M	0.11%	4.57%	New	Q2 2026
MSFTMicrosoft Corp	$1.42M	0.11%	0.00%	-87.6%	Q3 2025
METAMeta Platforms, Inc.	$1.42M	0.11%	Not reported	-86.6%	Q3 2025
NVONovo Nordisk A S	$1.4M	0.10%	Not reported	-48.5%	Q3 2025
CHKPCheck Point Software Technologies Ltd	$1.33M	0.10%	0.01%	-29.2%	Q3 2025
MUFGMitsubishi Ufj Financial Group Inc	$1.18M	0.09%	0.00%	Not reported	Q4 2025
SMFGSumitomo Mitsui Financial Group, Inc.	$1.13M	0.08%	0.00%	Not reported	Q4 2025
MSCIMSCI Inc.	$1.12M	0.08%	0.00%	Not reported	Q4 2025
TXNTexas Instruments Inc	$1.03M	0.08%	0.00%	+100.1%	Q3 2025
GIWGigCapital8 Corp.	$1.02M	0.08%	Not reported	New	Q2 2026
RFAMRF Acquisition Corp III	$990K	0.07%	2.54%	+41.4%	Q1 2026
PDDPDD Holdings Inc.	$956K	0.07%	0.00%	-42.2%	Q1 2026
TCOMTrip.com Group Ltd	$935K	0.07%	0.00%	-47.4%	Q3 2025
SPGIS&P Global Inc.	$933K	0.07%	0.00%	+1.8%	Q4 2025
XFLHXFLH Capital Corp	$909K	0.07%	2.35%	+54.2%	Q1 2026
ULUnilever PLC	$902K	0.07%	0.00%	Not reported	Q1 2026
SLBSLB Limited	$891K	0.07%	0.00%	Not reported	Q3 2025

Q1 2026Reported May 15, 2026152 positions
MSFTMicrosoft Corp	$11.4M	0.91%	0.00%	+384.9%	Q3 2025
GOOGLAlphabet Inc.	$11.2M	0.89%	0.00%	+81.1%	Q3 2025
METAMeta Platforms, Inc.	$10.8M	0.86%	Not reported	+578.9%	Q3 2025
AAPLApple Inc.	$7.3M	0.58%	0.00%	+97.1%	Q4 2025
NXTNextpower Inc.	$6.81M	0.54%	0.04%	+2.1%	Q3 2025
SPYSPDR S&P 500 ETF Trust	$6.37M	0.51%	Not reported	-3.4%	Q3 2025
MRPMillrose Properties, Inc.	$5.71M	0.46%	Not reported	Not reported	Q3 2025
AERAerCap Holdings N.V.	$5.65M	0.45%	0.02%	Not reported	Q3 2025
ASMLAsml Holding NV	$4.88M	0.39%	0.00%	+120.0%	Q4 2025
BABAAlibaba Group Holding Ltd	$4.71M	0.38%	0.00%	-4.7%	Q3 2025
HSBCHSBC Holdings PLC	$4.62M	0.37%	0.00%	Not reported	Q3 2025
VVisa Inc.	$4.19M	0.34%	0.00%	+410.7%	Q3 2025
WFCWells Fargo & Company	$3.58M	0.29%	0.00%	New	Q1 2026
RIORio Tinto PLC	$3.53M	0.28%	0.00%	Not reported	Q3 2025
SHELShell plc	$3.35M	0.27%	0.00%	Not reported	Q3 2025
COINCoinbase Global, Inc.	$3.28M	0.26%	0.01%	Not reported	Q3 2025
MSMorgan Stanley	$3.26M	0.26%	0.00%	New	Q1 2026
DISWalt Disney Co	$3.17M	0.25%	0.00%	+196.0%	Q3 2025
UBERUber Technologies, Inc	$2.99M	0.24%	0.00%	-15.6%	Q3 2025
NTESNetEase, Inc.	$2.96M	0.24%	0.00%	Not reported	Q3 2025
BCSBarclays PLC	$2.94M	0.24%	0.00%	Not reported	Q3 2025
BACBank of America Corp	$2.74M	0.22%	0.00%	New	Q1 2026
AMDAdvanced Micro Devices Inc	$2.52M	0.20%	0.00%	+2646.6%	Q3 2025
BABoeing Co	$2.36M	0.19%	0.00%	Not reported	Q3 2025
TCOMTrip.com Group Ltd	$2.22M	0.18%	0.01%	Not reported	Q3 2025
PDDPDD Holdings Inc.	$2.22M	0.18%	0.00%	New	Q1 2026
AMZNAmazon Com Inc	$2.19M	0.18%	0.00%	Not reported	Q3 2025
JDJD.com, Inc.	$2.19M	0.18%	0.01%	Not reported	Q3 2025
NVONovo Nordisk A S	$2.08M	0.17%	Not reported	+119.2%	Q3 2025
CHKPCheck Point Software Technologies Ltd	$2.04M	0.16%	0.01%	Not reported	Q3 2025
JPMJPMorgan Chase & Co	$1.96M	0.16%	0.00%	New	Q1 2026
MAMastercard Inc	$1.84M	0.15%	0.00%	+211.7%	Q3 2025
PBRPetrobras - Petroleo Brasileiro SA	$1.84M	0.15%	0.00%	Not reported	Q3 2025
BEKEKE Holdings Inc.	$1.82M	0.15%	Not reported	Not reported	Q3 2025
NEXTNextDecade Corp	$1.8M	0.14%	0.09%	Not reported	Q3 2025
SESea Ltd	$1.74M	0.14%	0.01%	+200.0%	Q4 2025
NKENIKE, Inc.	$1.67M	0.13%	0.00%	Not reported	Q3 2025
YMMFull Truck Alliance Co. Ltd.	$1.62M	0.13%	Not reported	Not reported	Q3 2025
ITUBItau Unibanco Holding S.A.	$1.6M	0.13%	0.00%	Not reported	Q3 2025
VXXBarclays Bank PLC	$1.59M	0.13%	Not reported	New	Q1 2026
MELIMercadolibre Inc	$1.56M	0.12%	0.00%	+12.5%	Q4 2025
SONYSony Group Corp	$1.55M	0.12%	0.00%	New	Q1 2026
JANJanus Living, Inc.	$1.53M	0.12%	Not reported	New	Q1 2026
BNTXBioNTech SE	$1.53M	0.12%	0.01%	Not reported	Q3 2025
IBNIcici Bank Ltd	$1.48M	0.12%	Not reported	Not reported	Q4 2025
UNHUnitedhealth Group Inc	$1.45M	0.12%	0.00%	Not reported	Q3 2025
CATCaterpillar Inc	$1.45M	0.12%	0.00%	New	Q1 2026
MWHSOLV Energy, Inc.	$1.43M	0.11%	Not reported	New	Q1 2026
GEGeneral Electric Co	$1.42M	0.11%	0.00%	New	Q1 2026
CEGConstellation Energy Corp	$1.24M	0.10%	0.00%	-1.1%	Q3 2025

Q4 2025Reported Feb 17, 2026123 positions
SPYSPDR S&P 500 ETF Trust	$6.92M	0.66%	Not reported	-89.9%	Q3 2025
GOOGLAlphabet Inc.	$6.72M	0.64%	0.00%	+176.7%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$6.14M	0.59%	Not reported	New	Q4 2025
MRPMillrose Properties, Inc.	$6.09M	0.58%	Not reported	+110.3%	Q3 2025
AERAerCap Holdings N.V.	$5.92M	0.57%	0.02%	Not reported	Q3 2025
BABAAlibaba Group Holding Ltd	$5.78M	0.55%	0.00%	Not reported	Q3 2025
NXTNextpower Inc.	$4.82M	0.46%	0.04%	-2.1%	Q3 2025
HSBCHSBC Holdings PLC	$4.41M	0.42%	0.00%	-18.8%	Q3 2025
COINCoinbase Global, Inc.	$4.25M	0.41%	0.01%	+74.1%	Q3 2025
UBERUber Technologies, Inc	$4.02M	0.38%	0.00%	+129.6%	Q3 2025
AAPLApple Inc.	$3.97M	0.38%	0.00%	New	Q4 2025
NTESNetEase, Inc.	$3.64M	0.35%	0.00%	Not reported	Q3 2025
BCSBarclays PLC	$3.54M	0.34%	0.00%	Not reported	Q3 2025
TCOMTrip.com Group Ltd	$3.21M	0.31%	0.01%	Not reported	Q3 2025
MSFTMicrosoft Corp	$3.06M	0.29%	0.00%	+573.7%	Q3 2025
RIORio Tinto PLC	$3.03M	0.29%	0.00%	Not reported	Q3 2025
CHKPCheck Point Software Technologies Ltd	$2.65M	0.25%	0.01%	Not reported	Q3 2025
SHELShell plc	$2.65M	0.25%	0.00%	Not reported	Q3 2025
JDJD.com, Inc.	$2.13M	0.20%	0.01%	Not reported	Q3 2025
YMMFull Truck Alliance Co. Ltd.	$2.1M	0.20%	Not reported	Not reported	Q3 2025
BEKEKE Holdings Inc.	$1.92M	0.18%	Not reported	Not reported	Q3 2025
METAMeta Platforms, Inc.	$1.83M	0.18%	Not reported	+27.2%	Q3 2025
ASMLAsml Holding NV	$1.8M	0.17%	0.00%	New	Q4 2025
LRCXLam Research Corp	$1.78M	0.17%	0.00%	New	Q4 2025
NFLXNetflix Inc	$1.72M	0.16%	0.00%	+23.0%	Q3 2025
IBNIcici Bank Ltd	$1.71M	0.16%	Not reported	New	Q4 2025
BNTXBioNTech SE	$1.64M	0.16%	0.01%	Not reported	Q3 2025
MELIMercadolibre Inc	$1.61M	0.15%	0.00%	New	Q4 2025
CEGConstellation Energy Corp	$1.59M	0.15%	0.00%	-27.4%	Q3 2025
VSTVistra Corp.	$1.54M	0.15%	0.00%	-39.6%	Q3 2025
VKTXViking Therapeutics, Inc.	$1.52M	0.15%	0.04%	Not reported	Q3 2025
RGTIWRigetti Computing, Inc.	$1.45M	0.14%	Not reported	Not reported	Q3 2025
ITUBItau Unibanco Holding S.A.	$1.37M	0.13%	0.00%	0.0%	Q3 2025
AMATApplied Materials Inc	$1.35M	0.13%	0.00%	-67.5%	Q3 2025
NVONovo Nordisk A S	$1.31M	0.13%	Not reported	-31.8%	Q3 2025
ANDGAndersen Group Inc.	$1.3M	0.12%	Not reported	New	Q4 2025
DISWalt Disney Co	$1.27M	0.12%	0.00%	-60.5%	Q3 2025
NEXTNextDecade Corp	$1.24M	0.12%	0.09%	Not reported	Q3 2025
MSCIMSCI Inc.	$1.15M	0.11%	0.00%	New	Q4 2025
PBRPetrobras - Petroleo Brasileiro SA	$1.05M	0.10%	0.00%	+24.6%	Q3 2025
VVisa Inc.	$953K	0.09%	0.00%	-72.2%	Q3 2025
SPGIS&P Global Inc.	$941K	0.09%	0.00%	New	Q4 2025
MUFGMitsubishi Ufj Financial Group Inc	$939K	0.09%	0.00%	New	Q4 2025
SMFGSumitomo Mitsui Financial Group, Inc.	$926K	0.09%	0.00%	New	Q4 2025
SESea Ltd	$893K	0.09%	0.00%	New	Q4 2025
POOLPool Corp	$795K	0.08%	0.01%	New	Q4 2025
VLOValero Energy Corp	$790K	0.08%	0.00%	New	Q4 2025
LZBLa-Z-Boy Inc	$789K	0.08%	0.05%	New	Q4 2025
BBYBest Buy Co Inc	$789K	0.08%	0.01%	New	Q4 2025
ASOAcademy Sports & Outdoors, Inc.	$785K	0.08%	0.02%	+4.9%	Q3 2025

Q3 2025Reported Nov 13, 2025159 positions
SPYSPDR S&P 500 ETF Trust	$66.8M	5.29%	Not reported	New	Q3 2025
BABAAlibaba Group Holding Ltd	$7.04M	0.56%	0.00%	New	Q3 2025
AERAerCap Holdings N.V.	$4.99M	0.39%	0.02%	New	Q3 2025
HSBCHSBC Holdings PLC	$4.9M	0.39%	0.00%	New	Q3 2025
NXTNextpower Inc.	$4.18M	0.33%	0.04%	New	Q3 2025
NTESNetEase, Inc.	$4.02M	0.32%	0.00%	New	Q3 2025
COINCoinbase Global, Inc.	$3.64M	0.29%	0.00%	New	Q3 2025
AMZNAmazon Com Inc	$3.42M	0.27%	0.00%	New	Q3 2025
TCOMTrip.com Group Ltd	$3.35M	0.27%	0.01%	New	Q3 2025
VVisa Inc.	$3.34M	0.26%	0.00%	New	Q3 2025
AMATApplied Materials Inc	$3.31M	0.26%	0.00%	New	Q3 2025
MRPMillrose Properties, Inc.	$3.26M	0.26%	Not reported	New	Q3 2025
DISWalt Disney Co	$3.22M	0.26%	0.00%	New	Q3 2025
VSTVistra Corp.	$3.1M	0.25%	0.00%	New	Q3 2025
CHKPCheck Point Software Technologies Ltd	$2.96M	0.23%	0.01%	New	Q3 2025
BCSBarclays PLC	$2.87M	0.23%	0.00%	New	Q3 2025
JDJD.com, Inc.	$2.59M	0.21%	0.01%	New	Q3 2025
SHELShell plc	$2.58M	0.20%	0.00%	New	Q3 2025
YMMFull Truck Alliance Co. Ltd.	$2.53M	0.20%	Not reported	New	Q3 2025
RIORio Tinto PLC	$2.5M	0.20%	0.00%	New	Q3 2025
RGTIWRigetti Computing, Inc.	$2.38M	0.19%	Not reported	New	Q3 2025
BEKEKE Holdings Inc.	$2.31M	0.18%	Not reported	New	Q3 2025
NKENIKE, Inc.	$2.3M	0.18%	0.00%	New	Q3 2025
NBISNebius Group N.V.	$2.18M	0.17%	0.01%	New	Q3 2025
UBERUber Technologies, Inc	$2.1M	0.17%	0.00%	New	Q3 2025
NVONovo Nordisk A S	$2.1M	0.17%	Not reported	New	Q3 2025
CEGConstellation Energy Corp	$2.04M	0.16%	0.00%	New	Q3 2025
VIPSVipshop Holdings Ltd	$1.94M	0.15%	0.01%	New	Q3 2025
GOOGLAlphabet Inc.	$1.88M	0.15%	0.00%	New	Q3 2025
DALDelta Air Lines, Inc.	$1.86M	0.15%	0.01%	New	Q3 2025
NFLXNetflix Inc	$1.79M	0.14%	0.00%	New	Q3 2025
BNTXBioNTech SE	$1.7M	0.13%	0.01%	New	Q3 2025
QBTSD-Wave Quantum Inc.	$1.68M	0.13%	0.02%	New	Q3 2025
MAMastercard Inc	$1.62M	0.13%	0.00%	New	Q3 2025
METAMeta Platforms, Inc.	$1.6M	0.13%	Not reported	New	Q3 2025
NEXTNextDecade Corp	$1.6M	0.13%	0.09%	New	Q3 2025
CROXCrocs, Inc.	$1.46M	0.12%	0.03%	New	Q3 2025
ITUBItau Unibanco Holding S.A.	$1.36M	0.11%	0.00%	New	Q3 2025
HTFLHeartflow, Inc.	$1.28M	0.10%	0.05%	New	Q3 2025
VKTXViking Therapeutics, Inc.	$1.14M	0.09%	0.04%	New	Q3 2025
CRHCRH Public Ltd Co	$995K	0.08%	0.00%	New	Q3 2025
WWayfair Inc.	$953K	0.08%	Not reported	New	Q3 2025
TXNTexas Instruments Inc	$948K	0.08%	0.00%	New	Q3 2025
COSTCostco Wholesale Corp	$904K	0.07%	0.00%	New	Q3 2025
CRMSalesforce, Inc.	$902K	0.07%	0.00%	New	Q3 2025
PBRPetrobras - Petroleo Brasileiro SA	$899K	0.07%	0.00%	New	Q3 2025
AAPAdvance Auto Parts Inc	$851K	0.07%	0.02%	New	Q3 2025
ASTSAST SpaceMobile, Inc.	$822K	0.07%	Not reported	New	Q3 2025
CCLCarnival Corp Ltd.	$788K	0.06%	0.00%	New	Q3 2025
ETSYEtsy Inc	$771K	0.06%	0.01%	New	Q3 2025

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