13F HOLDINGS REPORT
Greenvale Capital LLP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001768041-26-000001
Total Value
$1.10B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SUNRUN INC | RUN | 10,718,963 | $197.2M | 17.95% |
| 2 | ZETA GLOBAL HOLDINGS CORP | ZETA | 7,022,666 | $142.9M | 13.00% |
| 3 | SHARKNINJA INC | SN | 1,041,755 | $116.6M | 10.61% |
| 4 | OKTA INC | OKTA | 945,000 | $81.7M | 7.43% |
| 5 | ENPHASE ENERGY INC | ENPH | 2,350,000 | $75.3M | 6.85% |
| 6 | ACCEL ENTERTAINMENT INC | ACEL | 6,059,407 | $69.1M | 6.29% |
| 7 | TOAST INC | TOST | 1,900,000 | $67.5M | 6.14% |
| 8 | CAPRI HOLDINGS LIMITED | CPRI | 2,620,000 | $63.9M | 5.82% |
| 9 | FTI CONSULTING INC | FCN | 360,000 | $61.5M | 5.60% |
| 10 | AUTODESK INC | ADSK | 185,000 | $54.8M | 4.98% |
| 11 | KASPI KZ JSC | 48581R205 | 650,000 | $50.8M | 4.62% |
| 12 | PAYONEER GLOBAL INC | PAYO | 7,084,000 | $39.8M | 3.62% |
| 13 | ZSCALER INC | ZS | 175,000 | $39.4M | 3.58% |
| 14 | ZIM INTEGRATED SHIPPING SERV | ZIM | 1,500,000 | $31.8M | 2.90% |
| 15 | COSTAR GROUP INC | CSGP | 100,000 | $6.7M | 0.61% |