Greenvale Capital LLP Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$1.8T
Holdings
15
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 740,000 | $215.8B | 12.32% | |
| 2 | RBLXROBLOX CORP | 3,900,000 | $172.6B | 9.86% | |
| 3 | PYPLPAYPAL HLDGS INC | 2,200,000 | $171.7B | 9.80% | |
| 4 | RMERESMED INC | 700,000 | $170.9B | 9.76% | |
| 5 | RUNSUNRUN INC | 8,983,207 | $162.2B | 9.27% | |
| 6 | PLNTPLANET FITNESS INC | 1,900,000 | $154.3B | 8.81% | |
| 7 | KSPIKASPI KZ JSC | 1,100,000 | $116.6B | 6.66% | |
| 8 | ZIMZIM INTEGRATED SHIPPING SERV | 4,536,200 | $116.4B | 6.65% | Put |
| 9 | BIRKBIRKENSTOCK HOLDING PLC | 2,200,000 | $108.4B | 6.19% | |
| 10 | PTCPTC INC | 510,000 | $92.1B | 5.26% | |
| 11 | VRNSVARONIS SYS INC | 1,400,000 | $79.1B | 4.52% | |
| 12 | ACELACCEL ENTERTAINMENT INC | 5,848,302 | $68.0B | 3.88% | |
| 13 | UDMYUDEMY INC | 6,455,069 | $48.0B | 2.74% | |
| 14 | ADSKAUTODESK INC | 165,000 | $45.5B | 2.60% | |
| 15 | CARSCARS COM INC | 1,747,000 | $29.3B | 1.67% |