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Greenvale Capital Llp

Portfolio Manager
Greenvale Capital LLP
Performance
-14.52% (2026 Q1)
AUM (13F)
$912.19M
# of Holdings
12
Performance Rank
Allocation (Top 20)
100.01%

Greenvale Capital Llp Holdings Map

Top 12 Greenvale Capital Llp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ZETA
ZETA GLOBAL HOLDINGS CORP
18.15%10.40M$165.6M
+48.09%(+3.38M)
2025-Q1: 2.50M shares2025-Q2: 6.95M shares2025-Q3: 7.25M shares2025-Q4: 7.02M shares2026-Q1: 10.40M shares
$16.12(+6.65%)
2026-03-31
RUN
SUNRUN INC
17.84%12.00M$162.7M
+11.95%(+1.28M)
2025-Q1: 15.15M shares2025-Q2: 13.70M shares2025-Q3: 13.41M shares2025-Q4: 10.72M shares2026-Q1: 12.00M shares
$17.06(-18.01%)
2026-03-31
SN
SHARKNINJA INC
11.03%950.0K$100.6M
-8.81%(-91.75K)
2025-Q1: 1.07M shares2025-Q2: 1.35M shares2025-Q3: 1.26M shares2025-Q4: 1.04M shares2026-Q1: 950.0K shares
$97.65(+8.18%)
2026-03-31
FCN
FTI CONSULTING INC
9.5%490.0K$86.6M
+36.11%(+130.00K)
2025-Q1: 360.2K shares2025-Q2: 400.0K shares2025-Q3: 498.0K shares2025-Q4: 360.0K shares2026-Q1: 490.0K shares
$758.58(-81.05%)
2026-03-31
OKTA
OKTA INC
9.49%1.10M$86.6M
+16.40%(+155.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 740.0K shares2025-Q4: 945.0K shares2026-Q1: 1.10M shares
$92.71(-10.72%)
2026-03-31
ACEL
ACCEL ENTERTAINMENT INC
7.01%5.86M$63.9M
-3.30%(-199.85K)
2025-Q1: 5.55M shares2025-Q2: 5.55M shares2025-Q3: 6.06M shares2025-Q4: 6.06M shares2026-Q1: 5.86M shares
$10.41(+11.54%)
2026-03-31
CPRI
CAPRI HOLDINGS LIMITED
5.99%3.10M$54.6M
+18.32%(+480.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 2.20M shares2025-Q4: 2.62M shares2026-Q1: 3.10M shares
$19.60(-11.96%)
2026-03-31
TOST
TOAST INC
5.81%2.00M$53.0M
+5.26%(+100.00K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 1.90M shares2026-Q1: 2.00M shares
$35.76(-35.54%)
2026-03-31
RBRK
RUBRIK INC.
5.48%1.02M$49.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 1.02M shares
$62.73(+1.67%)
2026-03-31
KSPI
KASPI KZ JSC
5.28%650.0K$48.1M
+0.00%(+0)
2025-Q1: 1.15M shares2025-Q2: 1.15M shares2025-Q3: 980.0K shares2025-Q4: 650.0K shares2026-Q1: 650.0K shares
$122.91(-28.80%)
2026-03-31

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