13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001768041-25-000005
Total Value
$1.27B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUNRUN INC | RUN | 13,408,562 | $231.8M | 18.24% |
| 2 | ROBLOX CORP | RBLX | 1,075,000 | $148.9M | 11.72% |
| 3 | ZETA GLOBAL HOLDINGS CORP | ZETA | 7,250,000 | $144.1M | 11.34% |
| 4 | SHARKNINJA INC | SN | 1,259,500 | $129.9M | 10.22% |
| 5 | VARONIS SYS INC | VRNS | 1,725,000 | $99.1M | 7.80% |
| 6 | FTI CONSULTING INC | FCN | 498,000 | $80.5M | 6.33% |
| 7 | KASPI KZ JSC | 48581R205 | 980,000 | $80.0M | 6.30% |
| 8 | OKTA INC | OKTA | 740,000 | $67.9M | 5.34% |
| 9 | ACCEL ENTERTAINMENT INC | ACEL | 6,059,407 | $67.1M | 5.28% |
| 10 | BOEING CO | BA-PA | 300,000 | $64.7M | 5.09% |
| 11 | CAPRI HOLDINGS LIMITED | CPRI | 2,200,000 | $43.8M | 3.45% |
| 12 | PAYONEER GLOBAL INC | PAYO | 7,084,000 | $42.9M | 3.37% |
| 13 | AUTODESK INC | ADSK | 105,000 | $33.4M | 2.62% |
| 14 | SUNRUN INC | RUN | 1,188,100 | $20.5M | 1.62% |
| 15 | SPDR S&P 500 ETF TR | SPY | 15,000 | $10.0M | 0.79% |
| 16 | PLANET FITNESS INC - CL A | PLNT | 60,000 | $6.2M | 0.49% |