Limestone Investment Advisors LP
SEC Form 13F institutional filer · CIK 0002075597
13F-HR · 79 reported holdings · 2026-03-31
Reported long-US-equity value
$0.11B
Top-10 concentration
59.3%
Limestone Investment Advisors LP — $109M AUM allocation strategy
Limestone Investment Advisors LP files SEC Form 13F and reports $109M of long US equity value across 79 reported holdings for 2026-03-31.
Its largest sector bet is Communication Services 23.1%, followed by Information Technology 19.4% and Financials 19.2%.
The top 10 holdings account for 59% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Limestone Investment Advisors LP — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$109M
total across 79 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
59% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$MSFT +24.4K sh · +$8.31M+$DIS +21.8K sh · +$1.91M+$GOOG +17.4K sh · +$4.46M
Biggest trims (shares)
−$AMAT −23.4K sh · −$1.36M−$UBER −7.66K sh · −$1.03M−$LOW −2.42K sh · −$583K
Exited to nil (held last quarter, gone now)
$QQQ ($6.14M last qtr)$LRCX ($1.78M last qtr)$NFLX ($1.72M last qtr)$VST ($1.54M last qtr)$VLO ($790K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Interactive Media & Services20.1%—
- Systems Software10.5%—
- Diversified Banks7.6%—
- Technology Hardware, Storage & Peripherals6.7%—
- Transaction & Payment Processing Services5.5%—
- Financial Exchanges & Data3.0%—
- Investment Banking & Brokerage3.0%—
- Movies & Entertainment2.9%—
- Other holdings40.7%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
9 of 9 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $MSFT | Microsoft Corporation | 30.7K | $11.4M | +24.4K | 10.4% |
| $GOOG | Alphabet Inc. Class C Capital Stock | 38.9K | $11.2M | +17.4K | 10.3% |
| $META | Meta Platforms Inc | 18.8K | $10.8M | +16.1K | 9.9% |
| $AAPL | Apple Inc | 28.8K | $7.3M | +14.2K | 6.7% |
| $V | Visa Inc | 13.9K | $4.19M | +11.2K | 3.9% |
| $WFC | Wells Fargo & Company | 45K | $3.58M | — | 3.3% |
| $COIN | Coinbase Global Inc | 18.8K | $3.28M | +0 | 3.0% |
| $MS | Morgan Stanley | 19.8K | $3.26M | — | 3.0% |
| $DIS | Walt Disney Company | 32.9K | $3.17M | +21.8K | 2.9% |
…and 70 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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