Greenvale Capital LLP Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$405.6T
Holdings
12
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TENBTENABLE HLDGS INC | 2,000,000 | $47.9T | 11.82% | |
| 2 | ENPHENPHASE ENERGY INC | 1,775,000 | $46.4T | 11.44% | |
| 3 | PLCECHILDRENS PL INC | 740,000 | $46.3T | 11.41% | |
| 4 | CVNACARVANA CO | 490,000 | $45.1T | 11.12% | |
| 5 | FCNFTI CONSULTING INC | 335,550 | $37.1T | 9.16% | |
| 6 | BABOEING CO | 100,000 | $32.6T | 8.03% | Put |
| 7 | ALRMALARM COM HLDS INC | 750,000 | $32.2T | 7.95% | |
| 8 | ZNGAEURZYNGA INC | 5,000,000 | $30.6T | 7.54% | |
| 9 | SDCCQSMILEDIRECTCLUB INC | 3,150,000 | $27.5T | 6.79% | |
| 10 | CARSCARS COM INC | 1,988,100 | $24.3T | 5.99% | |
| 11 | AMCAMC ENTMT HLDGS INC | 3,300,000 | $23.9T | 5.89% | |
| 12 | DBXDROPBOX INC | 650,000 | $11.6T | 2.87% |