StockDriftsStockDriftsTop 10 Greenvale Capital LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ZETA | ZETA GLOBAL HOLDINGS CORP | 20.03% | 9.26M | $182.1M | -11.01%(-1.15M) | $16.12(+80.24%) | 2026-06-30 | |
| RUN | SUNRUN INC | 19.58% | 13.30M | $178.0M | +10.87%(+1.30M) | $16.64(-38.77%) | 2026-06-30 | |
| OKTA | OKTA INC | 12.01% | 800.0K | $109.2M | -27.27%(-300.00K) | $92.71(+59.02%) | 2026-06-30 | |
| SN | SHARKNINJA INC | 11.14% | 665.0K | $101.3M | -30.00%(-285.00K) | $97.65(+89.56%) | 2026-06-30 | |
| FCN | FTI CONSULTING INC | 10.82% | 660.0K | $98.3M | +34.69%(+170.00K) | $164.36(-6.66%) | 2026-06-30 | |
| ACEL | ACCEL ENTERTAINMENT INC | 7.81% | 5.63M | $71.0M | -3.88%(-227.25K) | $10.41(+19.32%) | 2026-06-30 | |
| KSPI | KASPI KZ JSC | 6.34% | 665.6K | $57.7M | +2.40%(+15.59K) | $121.89(-19.03%) | 2026-06-30 | |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | 4.63% | 4.25M | $42.1M | new | $8.07(+4.64%) | 2026-06-30 | |
| TXRH | TEXAS ROADHOUSE INC | 4.25% | 200.0K | $38.6M | new | $177.78(+16.50%) | 2026-06-30 | |
| WAY | WAYSTAR HLDG CORP | 3.39% | 1.50M | $30.8M | new | $21.99(+12.66%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.35% | +41.82% | +9.20% | +55.26% |
| Top 20 Holdings Unweighted | +11.39% | +38.21% | +7.86% | +45.95% |
Greenvale Capital LLP reports $915.64M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are ZETA (20.0%), RUN (19.6%) and OKTA (12.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +41.82% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Greenvale Capital LLP, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Greenvale Capital LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1768041). View Greenvale Capital LLP’s 13F filings on SEC