13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001768041-23-000003
Total Value
$1.14B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 733,084 | $120.1M | 10.54% |
| 2 | ENPHASE ENERGY INC | ENPH | 975,000 | $117.1M | 10.28% |
| 3 | KROGER CO | KR | 2,600,000 | $116.4M | 10.21% |
| 4 | PVH CORPORATION | PVH | 1,425,000 | $109.0M | 9.57% |
| 5 | FTI CONSULTING INC | FCN | 567,104 | $101.2M | 8.88% |
| 6 | SUNRUN INC | RUN | 7,200,000 | $90.4M | 7.94% |
| 7 | CARS COM INC | CARS | 4,538,181 | $76.5M | 6.72% |
| 8 | 2U INC | 90214JAC5 | 132,500,000 | $68.1M | 5.98% |
| 9 | PAYPAL HLDGS INC | PYPL | 1,100,000 | $64.3M | 5.65% |
| 10 | UDEMY INC | UDMY | 6,450,000 | $61.3M | 5.38% |
| 11 | ACCEL ENTERTAINMENT INC | ACEL | 5,450,000 | $59.7M | 5.24% |
| 12 | 2U INC | 90214JAB7 | 57,500,000 | $33.9M | 2.98% |
| 13 | NERDY INC | NRDY | 8,250,000 | $30.5M | 2.68% |
| 14 | RESMED INC | RSMDF | 185,000 | $27.4M | 2.40% |
| 15 | PLANET FITNESS INC | PLNT | 445,000 | $21.9M | 1.92% |
| 16 | 2U INC | 90214J101 | 5,846,319 | $14.4M | 1.27% |
| 17 | ZIM INTEGRATED SHIPPING SERV | ZIM | 1,334,800 | $13.9M | 1.22% |
| 18 | SCOTTS MIRACLE-GRO CO | SMG | 224,600 | $11.6M | 1.02% |
| 19 | CAZOO GROUP LTD | G2007L204 | 2,416,559 | $1.3M | 0.12% |