Greenvale Capital LLP

CIK 1768041 · View on SEC EDGAR ↗

Portfolio value
$915.6M
#2,595 of 9,443 by 13F value · top 27.5%
Positions
11
As of
June 30, 2026

Portfolio value QoQ: +0.4% 13F does not disclose cash

Top 10 holdings weight
99.29%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
7.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 17.74% Est. buys $162,164,419 · sells $307,759,495

Median holding: 3.0 quarters Tracked Q4 2024–Q2 2026 · 33.3% still held

New positions
4
Increased
3
Decreased
4
Closed
5
On this page

Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+29.9%
S&P 500 total return (same window)
+28.1%
Excess return
+1.9%

Annualized: +19.1% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 3.5%

Sector breakdown

Industrials
35.5%
Technology
31.8%
Consumer Discretionary
12.0%
Consumer products
11.1%
Financial Services
6.3%
Health Care
3.4%

Full portfolio 11 positions

Type Streak 8Q trend
ZETA Zeta Global Holdings Corp. Class A Common Stock $182,138,400 19.89% 9,255,000 $16,570,400 Down ×1
RUN Sunrun Inc. - Common Stock $178,009,942 19.44% 13,304,181 $15,289,942 Up ×2
OKTA Okta, Inc. - Class A Common Stock $109,160,001 11.92% 800,000 $22,579,001 Down ×1
SN SharkNinja, Inc. Ordinary Shares $101,259,550 11.06% 665,000 $654,550 Down ×4
FCN FTI Consulting, Inc. Common Stock $98,346,600 10.74% 660,000 $11,729,300 Up ×2
ACEL Accel Entertainment, Inc. $71,023,303 7.76% 5,632,300 $7,095,590 Down ×2
KSPI Joint Stock Company Kaspi.kz - American Depository Shares $57,666,718 6.30% 665,590 $9,521,218 Up ×1
SHLS Shoals Technologies Group, Inc. - Class A Common Stock $42,075,000 4.60% 4,250,000 Up ×1
TXRH Texas Roadhouse, Inc. - Common Stock $38,646,000 4.22% 200,000 Up ×1
WAY Waystar Holding Corp. - Common Stock $30,795,000 3.36% 1,500,000 Up ×1
RUN Sunrun Inc. - Common Stock $6,516,060 0.71% 487,000 Call option

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
SHLS $42,075,000 4,250,000 4.60%
TXRH $38,646,000 200,000 4.22%
WAY $30,795,000 1,500,000 3.36%
RUN $6,516,060 487,000 0.71%

Top movers (QoQ)

Security Action Shares Δ Value Δ
OKTA Trimmed -300K +$22.6M
ZETA Trimmed -1.1M +$16.6M
RUN Bought more +1.3M +$15.3M
FCN Bought more +170K +$11.7M
KSPI Bought more +16K +$9.5M
ACEL Trimmed -227K +$7.1M
SN Trimmed -285K +$655K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
RBLX Dec. 31, 2025 1,075,000 $148,909,000 -53.3%
ZIM March 31, 2025 6,000,000 $128,820,000 85.5%
GT Sept. 30, 2025 10,250,000 $106,292,500 -21.4%
PTC March 31, 2025 575,000 $105,725,250 -0.8%
VRNS Dec. 31, 2025 1,725,000 $99,135,750 27.5%
PLNT June 30, 2025 800,000 $77,288,000 -51.1%
PWR June 30, 2025 300,000 $76,254,000 77.4%
ENPH March 31, 2026 2,350,000 $75,317,501 1.5%
CYBR Sept. 30, 2025 185,000 $75,272,800 No longer tracked
BIRK Sept. 30, 2025 1,350,000 $66,393,000 -21.6%
BA Dec. 31, 2025 300,000 $64,749,000 1.0%
ZS June 30, 2025 300,000 $59,526,000 -41.8%
ADSK March 31, 2026 185,000 $54,761,850 5.9%
CPRI June 30, 2026 3,100,000 $54,622,000 -24.4%
TOST June 30, 2026 2,000,000 $53,020,000 27.3%
RBRK June 30, 2026 1,020,000 $49,949,400 24.6%
PAYO March 31, 2026 7,084,000 $39,812,080 47.4%
ZS March 31, 2026 175,000 $39,361,000 30.3%
ADSK March 31, 2025 125,000 $36,946,251 -3.2%
ZIM March 31, 2026 1,500,000 $31,845,000 2.7%
FSS June 30, 2026 254,588 $27,531,147 -5.3%
FSS Sept. 30, 2025 239,536 $25,491,421 2.2%
FROG June 30, 2026 275,000 $12,905,750 -0.1%
SPY Dec. 31, 2025 15,000 $9,992,700 No longer tracked
GT March 31, 2025 750,000 $6,750,000 -36.4%
CSGP March 31, 2026 100,000 $6,724,000 -17.0%
PLNT Dec. 31, 2025 60,000 $6,228,000 -50.8%
UDMY Sept. 30, 2025 838,897 $5,897,446 No longer tracked