Greenvale Capital LLP Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$1.1T
Holdings
19
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 733,084 | $120.1B | 10.54% | |
| 2 | ENPHENPHASE ENERGY INC | 975,000 | $117.1B | 10.28% | |
| 3 | KRKROGER CO | 2,600,000 | $116.4B | 10.21% | |
| 4 | PVHPVH CORPORATION | 1,425,000 | $109.0B | 9.57% | |
| 5 | FCNFTI CONSULTING INC | 567,104 | $101.2B | 8.88% | |
| 6 | RUNSUNRUN INC | 7,200,000 | $90.4B | 7.94% | |
| 7 | CARSCARS COM INC | 4,538,181 | $76.5B | 6.72% | |
| 8 | —2U INC | 132,500,000 | $68.1B | 5.98% | |
| 9 | PYPLPAYPAL HLDGS INC | 1,100,000 | $64.3B | 5.65% | |
| 10 | UDMYUDEMY INC | 6,450,000 | $61.3B | 5.38% | |
| 11 | ACELACCEL ENTERTAINMENT INC | 5,450,000 | $59.7B | 5.24% | |
| 12 | TWOU2U INC | 57,500,000 | $33.9B | 2.98% | |
| 13 | NRDYNERDY INC | 8,250,000 | $30.5B | 2.68% | |
| 14 | RMERESMED INC | 185,000 | $27.4B | 2.40% | |
| 15 | PLNTPLANET FITNESS INC | 445,000 | $21.9B | 1.92% | |
| 16 | —2U INC | 5,846,319 | $14.4B | 1.27% | |
| 17 | ZIMZIM INTEGRATED SHIPPING SERV | 1,334,800 | $13.9B | 1.22% | Put |
| 18 | SMGSCOTTS MIRACLE-GRO CO | 224,600 | $11.6B | 1.02% | Put |
| 19 | —CAZOO GROUP LTD | 2,416,559 | $1.3B | 0.12% |