13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001768041-24-000002
Total Value
$1.30B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 741,694 | $197.0M | 15.12% |
| 2 | PLANET FITNESS INC | PLNT | 2,535,307 | $158.8M | 12.18% |
| 3 | PAYPAL HLDGS INC | PYPL | 2,150,000 | $144.0M | 11.05% |
| 4 | SUNRUN INC | RUN | 9,750,000 | $128.5M | 9.86% |
| 5 | RESMED INC | RSMDF | 450,000 | $89.1M | 6.84% |
| 6 | PTC INC | PTC | 425,000 | $80.3M | 6.16% |
| 7 | CARS COM INC | CARS | 4,651,753 | $79.9M | 6.13% |
| 8 | UDEMY INC | UDMY | 6,600,000 | $72.5M | 5.56% |
| 9 | PVH CORPORATION | PVH | 500,000 | $70.3M | 5.39% |
| 10 | ACCEL ENTERTAINMENT INC | ACEL | 5,450,000 | $64.3M | 4.93% |
| 11 | ON HLDG AG | H5919C104 | 1,750,000 | $61.9M | 4.75% |
| 12 | FTI CONSULTING INC | FCN | 275,000 | $57.8M | 4.44% |
| 13 | 2U INC | 90214JAD3 | 132,500,000 | $46.1M | 3.54% |
| 14 | 2U INC | 90214JAB7 | 57,500,000 | $26.8M | 2.06% |
| 15 | NERDY INC | NRDY | 8,490,996 | $24.7M | 1.90% |
| 16 | 2U INC | 90214J101 | 3,452,353 | $1.3M | 0.10% |