13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001768041-23-000001
Total Value
$1.59B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TENABLE HLDGS INC | 88025T102 | 4,264,501 | $202.6M | 12.77% |
| 2 | FTI CONSULTING INC | FCN | 684,048 | $135.0M | 8.51% |
| 3 | 2U INC | 90214JAC5 | 132,500,000 | $130.6M | 8.23% |
| 4 | KROGER CO | KR | 2,600,000 | $128.4M | 8.09% |
| 5 | PVH CORPORATION | PVH | 1,325,000 | $118.1M | 7.45% |
| 6 | SUNRUN INC | RUN | 5,850,000 | $117.9M | 7.43% |
| 7 | ZIM INTEGRATED SHIPPING SERV | ZIM | 4,719,000 | $111.3M | 7.01% |
| 8 | CARS COM INC | CARS | 5,000,000 | $96.5M | 6.08% |
| 9 | SCOTTS MIRACLE-GRO CO | SMG | 1,378,300 | $96.1M | 6.06% |
| 10 | COINBASE GLOBAL INC | COIN | 1,149,500 | $77.7M | 4.90% |
| 11 | PAYPAL HLDGS | PYPL | 1,000,000 | $75.9M | 4.79% |
| 12 | UDEMY INC | UDMY | 6,450,000 | $57.0M | 3.59% |
| 13 | ACCEL ENTERTAINMENT INC | ACEL | 5,450,000 | $49.6M | 3.13% |
| 14 | SOLAREDGE TECHNOLOGIES INC | SEDG | 150,000 | $45.6M | 2.87% |
| 15 | 2U INC | 90214JAB7 | 57,500,000 | $44.8M | 2.82% |
| 16 | 2U INC | 90214J101 | 5,303,819 | $36.3M | 2.29% |
| 17 | NERDY INC | NRDY | 8,031,700 | $33.6M | 2.12% |
| 18 | BEYOND MEAT INC | BYND | 1,000,000 | $16.2M | 1.02% |
| 19 | AMERICAN AIRLS GROUP INC | 02376R102 | 500,000 | $7.4M | 0.46% |
| 20 | CAZOO GROUP LTD | G2007L204 | 2,416,559 | $6.0M | 0.38% |