Greenvale Capital Llp Portfolio Stock Holdings
Greenvale Capital Llp disclosed 12 stock positions valued at approximately $912.2 million in its latest SEC 13F filing. The largest holdings include ZETA GLOBAL HOLDINGS CORP, SUNRUN INC, and SHARKNINJA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 12
- Portfolio Value
- $912.2M
Holdings by Sector
Greenvale Capital Llp Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 18.15% | 10,400,000 | +3,377,334 | +48.09% | $165,568,000 |
| SUNRUN INC | RUN | Technology | 17.84% | 12,000,000 | +1,281,037 | +11.95% | $162,720,000 |
| SHARKNINJA INC | SN | Other | 11.03% | 950,000 | -91,755 | -8.81% | $100,605,000 |
| FTI CONSULTING INC | FCN | Industrials | 9.50% | 490,000 | +130,000 | +36.11% | $86,617,300 |
| OKTA INC | OKTA | Technology | 9.49% | 1,100,000 | +155,000 | +16.40% | $86,581,000 |
| ACCEL ENTERTAINMENT INC | ACEL | Consumer Cyclical | 7.01% | 5,859,552 | -199,855 | -3.30% | $63,927,713 |
| CAPRI HOLDINGS LIMITED | CPRI | Other | 5.99% | 3,100,000 | +480,000 | +18.32% | $54,622,000 |
| TOAST INC | TOST | Technology | 5.81% | 2,000,000 | +100,000 | +5.26% | $53,020,000 |
| RUBRIK INC. | RBRK | Technology | 5.48% | 1,020,000 | +1,020,000 | +100.00% | $49,949,400 |
| KASPI KZ JSC | KSPI | Technology | 5.28% | 650,000 | - | - | $48,145,500 |
| FEDERAL SIGNAL CORP | FSS | Industrials | 3.02% | 254,588 | +254,588 | +100.00% | $27,531,147 |