13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001768041-25-000001
Total Value
$1.35B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ROBLOX CORP | RBLX | 2,650,000 | $153.3M | 11.35% |
| 2 | CYBERARK SOFTWARE LTD | M2682V108 | 452,385 | $150.7M | 11.16% |
| 3 | ZIM INTEGRATED SHIPPING SERV | ZIM | 6,000,000 | $128.8M | 9.54% |
| 4 | SUNRUN INC | RUN | 13,500,000 | $124.9M | 9.25% |
| 5 | PLANET FITNESS INC | PLNT | 1,200,000 | $118.6M | 8.78% |
| 6 | KASPI KZ JSC | 48581R205 | 1,200,000 | $113.7M | 8.41% |
| 7 | PTC INC | PTC | 575,000 | $105.7M | 7.83% |
| 8 | BIRKENSTOCK HOLDING PLC | BIRK | 1,500,000 | $85.0M | 6.29% |
| 9 | SHARKNINJA INC | SN | 750,000 | $73.0M | 5.41% |
| 10 | ZSCALER INC | ZS | 400,000 | $72.2M | 5.34% |
| 11 | ACCEL ENTERTAINMENT INC | ACEL | 5,848,302 | $62.5M | 4.62% |
| 12 | QUANTA SVCS INC | 74762E102 | 160,000 | $50.6M | 3.74% |
| 13 | BOEING CO | BA-PA | 210,000 | $37.2M | 2.75% |
| 14 | AUTODESK INC | ADSK | 125,000 | $36.9M | 2.74% |
| 15 | UDEMY INC | UDMY | 3,741,394 | $30.8M | 2.28% |
| 16 | GOODYEAR TIRE & RUBR CO | 382550101 | 750,000 | $6.8M | 0.50% |