13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001703658-23-000002
Total Value
$1.12B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TENABLE HLDGS INC | 88025T102 | 5,247,108 | $200.2M | 17.81% |
| 2 | FTI CONSULTING INC | FCN | 710,000 | $112.7M | 10.03% |
| 3 | QUALTRICS INTL INC | 747601201 | 9,300,000 | $96.5M | 8.59% |
| 4 | KROGER CO | KR | 2,150,000 | $95.8M | 8.53% |
| 5 | SUNRUN INC | RUN | 3,900,000 | $93.7M | 8.33% |
| 6 | PVH CORPORATION | PVH | 1,150,000 | $81.2M | 7.22% |
| 7 | CARS COM INC | CARS | 5,428,353 | $74.7M | 6.65% |
| 8 | UDEMY INC | UDMY | 5,950,000 | $62.8M | 5.58% |
| 9 | ZIM INTEGRATED SHIPPING SERV | ZIM | 3,300,000 | $56.7M | 5.05% |
| 10 | PAYPAL HLDGS | PYPL | 625,000 | $44.5M | 3.96% |
| 11 | ACCEL ENTERTAINMENT INC | ACEL | 5,450,000 | $42.0M | 3.73% |
| 12 | BEYOND MEAT INC | BYND | 3,000,000 | $36.9M | 3.28% |
| 13 | 2U INC | 90214JAB7 | 55,000,000 | $35.3M | 3.14% |
| 14 | ADIENT PLC | ADNT | 1,000,000 | $34.7M | 3.09% |
| 15 | 2U INC | 90214J101 | 4,847,164 | $30.4M | 2.70% |
| 16 | NERDY INC | NRDY | 8,035,800 | $18.1M | 1.61% |
| 17 | CAZOO GROUP LTD | G2007L105 | 50,456,400 | $7.9M | 0.70% |