Greenvale Capital LLP Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$380.4T

Holdings

11

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (11 positions)

#StockSharesValue% PortfolioType
1
DBXDROPBOX INC
3,693,490$66.9T17.57%
2
TENBTENABLE HLDGS INC
3,036,376$66.4T17.45%
3
ZNGAEURZYNGA INC
7,000,000$48.0T12.60%
4
FCNFTI CONSULTING INC
400,000$47.9T12.59%
5
BABOEING CO
250,000$37.3T9.80%Put
6
AMCAMC ENTMT HLDGS INC
8,656,254$27.4T7.19%
7
PLCECHILDRENS PL INC
1,308,391$25.6T6.73%
8
DRIDARDEN RESTAURANTS INC
425,000$23.1T6.08%
9
CARSCARS COM INC
4,250,000$18.3T4.80%
10
GRMNGARMIN LTD
200,000$15.0T3.94%
11
FASTFASTENAL CO
150,000$4.7T1.23%Put