13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001768041-25-000002
Total Value
$1.03B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CYBERARK SOFTWARE LTD | M2682V108 | 355,000 | $120.0M | 11.68% |
| 2 | KASPI KZ JSC | 48581R205 | 1,150,000 | $106.8M | 10.40% |
| 3 | BIRKENSTOCK HOLDING PLC | BIRK | 2,125,783 | $97.5M | 9.49% |
| 4 | SHARKNINJA INC | SN | 1,070,000 | $89.2M | 8.69% |
| 5 | SUNRUN INC | RUN | 15,150,116 | $88.8M | 8.64% |
| 6 | ROBLOX CORP | RBLX | 1,450,000 | $84.5M | 8.23% |
| 7 | PLANET FITNESS INC | PLNT | 800,000 | $77.3M | 7.52% |
| 8 | QUANTA SVCS INC | 74762E102 | 300,000 | $76.3M | 7.42% |
| 9 | ZSCALER INC | ZS | 300,000 | $59.5M | 5.80% |
| 10 | FTI CONSULTING INC | FCN | 360,220 | $59.1M | 5.75% |
| 11 | ACCEL ENTERTAINMENT INC | ACEL | 5,548,302 | $55.0M | 5.36% |
| 12 | BOEING CO | BA-PA | 250,000 | $42.6M | 4.15% |
| 13 | ZETA GLOBAL HOLDINGS CORP | ZETA | 2,500,000 | $33.9M | 3.30% |
| 14 | UDEMY INC | UDMY | 3,549,830 | $27.5M | 2.68% |
| 15 | SPDR S&P 500 ETF TR | SPY | 16,150 | $9.0M | 0.88% |