13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001768041-25-000004
Total Value
$1.18B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SHARKNINJA INC | SN | 1,350,000 | $133.6M | 11.37% |
| 2 | ROBLOX CORP | RBLX | 1,125,000 | $118.3M | 10.07% |
| 3 | SUNRUN INC | RUN | 13,700,000 | $112.1M | 9.53% |
| 4 | ZETA GLOBAL HOLDINGS CORP | ZETA | 6,951,181 | $107.7M | 9.16% |
| 5 | GOODYEAR TIRE & RUBR CO | 382550101 | 10,250,000 | $106.3M | 9.04% |
| 6 | KASPI KZ JSC | 48581R205 | 1,150,000 | $97.6M | 8.30% |
| 7 | BOEING CO | BA-PA | 425,000 | $89.1M | 7.58% |
| 8 | CYBERARK SOFTWARE LTD | M2682V108 | 185,000 | $75.3M | 6.40% |
| 9 | BIRKENSTOCK HOLDING PLC | BIRK | 1,350,000 | $66.4M | 5.65% |
| 10 | ACCEL ENTERTAINMENT INC | ACEL | 5,548,302 | $65.3M | 5.56% |
| 11 | FTI CONSULTING INC | FCN | 400,000 | $64.6M | 5.50% |
| 12 | SUNRUN INC | RUN | 7,000,000 | $57.3M | 4.87% |
| 13 | FEDERAL SIGNAL CORP | FSS | 239,536 | $25.5M | 2.17% |
| 14 | VARONIS SYS INC | VRNS | 450,000 | $22.8M | 1.94% |
| 15 | PAYONEER GLOBAL INC | PAYO | 2,112,765 | $14.5M | 1.23% |
| 16 | SPDR S&P 500 ETF TR | SPY | 21,500 | $13.3M | 1.13% |
| 17 | UDEMY INC | UDMY | 838,897 | $5.9M | 0.50% |