Greenvale Capital LLP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1.6T
Holdings
20
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TENBTENABLE HLDGS INC | 4,264,501 | $202.6B | 12.77% | |
| 2 | FCNFTI CONSULTING INC | 684,048 | $135.0B | 8.51% | |
| 3 | —2U INC | 132,500,000 | $130.6B | 8.23% | |
| 4 | KRKROGER CO | 2,600,000 | $128.4B | 8.09% | |
| 5 | PVHPVH CORPORATION | 1,325,000 | $118.1B | 7.45% | |
| 6 | RUNSUNRUN INC | 5,850,000 | $117.9B | 7.43% | |
| 7 | ZIMZIM INTEGRATED SHIPPING SERV | 4,719,000 | $111.3B | 7.01% | Put |
| 8 | CARSCARS COM INC | 5,000,000 | $96.5B | 6.08% | |
| 9 | SMGSCOTTS MIRACLE-GRO CO | 1,378,300 | $96.1B | 6.06% | Put |
| 10 | COINCOINBASE GLOBAL INC | 1,149,500 | $77.7B | 4.90% | Put |
| 11 | PYPLPAYPAL HLDGS | 1,000,000 | $75.9B | 4.79% | |
| 12 | UDMYUDEMY INC | 6,450,000 | $57.0B | 3.59% | |
| 13 | ACELACCEL ENTERTAINMENT INC | 5,450,000 | $49.6B | 3.13% | |
| 14 | SEDGSOLAREDGE TECHNOLOGIES INC | 150,000 | $45.6B | 2.87% | |
| 15 | TWOU2U INC | 57,500,000 | $44.8B | 2.82% | |
| 16 | —2U INC | 5,303,819 | $36.3B | 2.29% | |
| 17 | NRDYNERDY INC | 8,031,700 | $33.6B | 2.12% | |
| 18 | BYNDBEYOND MEAT INC | 1,000,000 | $16.2B | 1.02% | Put |
| 19 | AALAMERICAN AIRLS GROUP INC | 500,000 | $7.4B | 0.46% | Put |
| 20 | —CAZOO GROUP LTD | 2,416,559 | $6.0B | 0.38% |