Greenvale Capital LLP Top Holdings and 13F Report (2025) About Greenvale Capital LLPInvestment ActivityGreenvale Capital LLP has $1.18 billion in total holdings as of June 30, 2025.Greenvale Capital LLP owns shares of 16 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 30.42% of the portfolio was purchased this quarter.About 31.79% of the portfolio was sold this quarter.This quarter, Greenvale Capital LLP has purchased 15 new stocks and bought additional shares in 6 stocks.Greenvale Capital LLP sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Sunrun $169,326,000SharkNinja $133,636,500Roblox $118,350,000ZETA GLOBAL HOLDINGS CORP $107,673,793Goodyear Tire & Rubber $106,292,500 Largest New Holdings this Quarter 382550101 - Goodyear Tire & Rubber $106,292,500 Holding313855108 - Federal Signal $25,491,421 Holding922280102 - Varonis Systems $22,837,501 Holding70451X104 - Payoneer Global $14,472,441 Holding Largest Purchases this Quarter Goodyear Tire & Rubber 10,250,000 shares (about $106.29M)ZETA GLOBAL HOLDINGS CORP 4,451,181 shares (about $68.95M)Sunrun 5,549,884 shares (about $45.40M)Boeing 175,000 shares (about $36.67M)SharkNinja 280,000 shares (about $27.72M) Largest Sales this Quarter CyberArk Software 170,000 shares (about $69.17M)BIRKENSTOCK HOLDING PLC 775,783 shares (about $38.15M)Roblox 325,000 shares (about $34.19M)Udemy 2,710,933 shares (about $19.06M) Sector Allocation Over TimeMap of 500 Largest Holdings ofGreenvale Capital LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRUNSunrun$169,326,000$45,398,051 ▲36.6%20,700,00014.4%EnergySNSharkNinja$133,636,500$27,717,200 ▲26.2%1,350,00011.4%Retail/WholesaleRBLXRoblox$118,350,000$34,190,000 ▼-22.4%1,125,00010.1%Consumer DiscretionaryZETA GLOBAL HOLDINGS CORP$107,673,793$68,948,793 ▲178.0%6,951,1819.2%CL AGTGoodyear Tire & Rubber$106,292,500$106,292,500 ▲New Holding10,250,0009.0%Auto/Tires/TrucksKASPI KZ JSC$97,623,5000.0%1,150,0008.3%SPONSORED ADSBABoeing$89,050,250$36,667,750 ▲70.0%425,0007.6%AerospaceCYBRCyberArk Software$75,272,800$69,169,600 ▼-47.9%185,0006.4%Computer and TechnologyBIRKENSTOCK HOLDING PLC$66,393,000$38,153,008 ▼-36.5%1,350,0005.6%COM SHSACELAccel Entertainment$65,303,5150.0%5,548,3025.6%Consumer DiscretionaryFCNFTI Consulting$64,600,000$6,424,470 ▲11.0%400,0005.5%Business ServicesFSSFederal Signal$25,491,421$25,491,421 ▲New Holding239,5362.2%Multi-Sector ConglomeratesVRNSVaronis Systems$22,837,501$22,837,501 ▲New Holding450,0001.9%Computer and TechnologyPAYOPayoneer Global$14,472,441$14,472,441 ▲New Holding2,112,7651.2%Business ServicesSPYSPDR S&P 500 ETF Trust$13,283,775$3,305,498 ▲33.1%21,5001.1%FinanceUDMYUdemy$5,897,446$19,057,859 ▼-76.4%838,8970.5%Computer and TechnologyPLNTPlanet Fitness$0$77,288,000 ▼-100.0%00.0%Consumer DiscretionaryPWRQuanta Services$0$76,254,000 ▼-100.0%00.0%ConstructionZSZscaler$0$59,526,000 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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