Greenvale Capital LLP 13F Holdings
CIK 0001768041 · LONDON, X0
As of Sep 30, 2025, Greenvale Capital LLP reported 15 positions worth
CIK 0001768041 · LONDON, X0
As of Sep 30, 2025, Greenvale Capital LLP reported 15 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| SUNRUN INC | RUN | Technology | 14,596,662 | $252.4M | 19.86% |
| ROBLOX CORP | RBLX | Communication Services | 1,075,000 | 48.9M | 11.72% |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 7,250,000 | 44.1M | 11.34% |
| SHARKNINJA INC | SN | Consumer Cyclical | 1,259,500 | 29.9M | 10.22% |
| VARONIS SYSTEMS INC | VRNS | Technology | 1,725,000 | $99.1M | 7.80% |
| FTI CONSULTING INC | FCN | Industrials | 498,000 | $80.5M | 6.33% |
| JOINT STOCK CO KASPIKZ | KSPI | Technology | 980,000 | $80.0M | 6.30% |
| OKTA INC | OKTA | Technology | 740,000 | $67.9M | 5.34% |
| ACCEL ENTERTAINMENT INC | ACEL | Consumer Cyclical | 6,059,407 | $67.1M | 5.28% |
| BOEING CO | BA | Industrials | 300,000 | $64.7M | 5.09% |
| CAPRI HOLDINGS LTD | CPRI | Consumer Cyclical | 2,200,000 | $43.8M | 3.45% |
| PAYONEER GLOBAL INC | PAYO | Technology | 7,084,000 | $42.9M | 3.37% |
| AUTODESK INC | ADSK | Technology | 105,000 | $33.4M | 2.62% |
| SPDR S&P 500 ETF TRUST | SPY | — | 15,000 | 0.0M | 0.79% |
| PLANET FITNESS INC | PLNT | Consumer Cyclical | 60,000 | $6.2M | 0.49% |