13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001768041-24-000006
Total Value
$1.75B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 740,000 | $215.8M | 12.32% |
| 2 | ROBLOX CORP | RBLX | 3,900,000 | $172.6M | 9.86% |
| 3 | PAYPAL HLDGS INC | PYPL | 2,200,000 | $171.7M | 9.80% |
| 4 | RESMED INC | RSMDF | 700,000 | $170.9M | 9.76% |
| 5 | SUNRUN INC | RUN | 8,983,207 | $162.2M | 9.27% |
| 6 | PLANET FITNESS INC | PLNT | 1,900,000 | $154.3M | 8.81% |
| 7 | KASPI KZ JSC | 48581R205 | 1,100,000 | $116.6M | 6.66% |
| 8 | ZIM INTEGRATED SHIPPING SERV | ZIM | 4,536,200 | $116.4M | 6.65% |
| 9 | BIRKENSTOCK HOLDING PLC | BIRK | 2,200,000 | $108.4M | 6.19% |
| 10 | PTC INC | PTC | 510,000 | $92.1M | 5.26% |
| 11 | VARONIS SYS INC | VRNS | 1,400,000 | $79.1M | 4.52% |
| 12 | ACCEL ENTERTAINMENT INC | ACEL | 5,848,302 | $68.0M | 3.88% |
| 13 | UDEMY INC | UDMY | 6,455,069 | $48.0M | 2.74% |
| 14 | AUTODESK INC | ADSK | 165,000 | $45.5M | 2.60% |
| 15 | CARS COM INC | CARS | 1,747,000 | $29.3M | 1.67% |