13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001768041-23-000002
Total Value
$1.46B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 830,000 | $129.8M | 8.89% |
| 2 | PVH CORPORATION | PVH | 1,525,000 | $129.6M | 8.88% |
| 3 | FTI CONSULTING INC | FCN | 665,000 | $126.5M | 8.67% |
| 4 | SCOTTS MIRACLE-GRO CO | SMG | 1,798,900 | $112.8M | 7.73% |
| 5 | SUNRUN INC | RUN | 6,250,000 | $111.6M | 7.65% |
| 6 | KROGER CO | KR | 2,350,000 | $110.5M | 7.57% |
| 7 | ENPHASE ENERGY INC | ENPH | 600,000 | $100.5M | 6.89% |
| 8 | PAYPAL HLDGS INC | PYPL | 1,500,000 | $100.1M | 6.86% |
| 9 | CARS COM INC | CARS | 4,755,101 | $94.2M | 6.46% |
| 10 | 2U INC | 90214JAC5 | 132,500,000 | $90.9M | 6.23% |
| 11 | SOLAREDGE TECHNOLOGIES INC | SEDG | 275,000 | $74.0M | 5.07% |
| 12 | UDEMY INC | UDMY | 6,450,000 | $69.2M | 4.74% |
| 13 | ACCEL ENTERTAINMENT INC | ACEL | 5,450,000 | $57.6M | 3.94% |
| 14 | 2U INC | 90214JAB7 | 57,500,000 | $37.8M | 2.59% |
| 15 | NERDY INC | NRDY | 8,250,000 | $34.4M | 2.36% |
| 16 | TENABLE HLDGS INC | 88025T102 | 641,900 | $28.0M | 1.92% |
| 17 | TRUPANION INC | TRUP | 1,325,000 | $26.1M | 1.79% |
| 18 | 2U INC | 90214J101 | 5,746,319 | $23.2M | 1.59% |
| 19 | CAZOO GROUP LTD | G2007L204 | 2,416,559 | $2.9M | 0.20% |