Greenvale Capital LLP Top Holdings and 13F Report (2025) About Greenvale Capital LLPInvestment ActivityGreenvale Capital LLP has $1.03 billion in total holdings as of March 31, 2025.Greenvale Capital LLP owns shares of 15 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 20.40% of the portfolio was purchased this quarter.About 43.69% of the portfolio was sold this quarter.This quarter, Greenvale Capital LLP has purchased 16 new stocks and bought additional shares in 5 stocks.Greenvale Capital LLP sold shares of 7 stocks and completely divested from 4 stocks this quarter.Largest Holdings CyberArk Software $119,990,000KASPI KZ JSC $106,777,500BIRKENSTOCK HOLDING PLC $97,467,151SharkNinja $89,248,700Sunrun $88,779,680 Largest New Holdings this Quarter 302941109 - FTI Consulting $59,104,897 Holding98956A105 - ZETA GLOBAL HOLDINGS CORP $33,900,000 Holding78462F103 - SPDR S&P 500 ETF Trust $9,034,149 Holding Largest Purchases this Quarter FTI Consulting 360,220 shares (about $59.10M)Quanta Services 140,000 shares (about $35.59M)ZETA GLOBAL HOLDINGS CORP 2,500,000 shares (about $33.90M)BIRKENSTOCK HOLDING PLC 625,783 shares (about $28.69M)SharkNinja 320,000 shares (about $26.69M) Largest Sales this Quarter Roblox 1,200,000 shares (about $69.95M)Planet Fitness 400,000 shares (about $38.64M)CyberArk Software 97,385 shares (about $32.92M)Zscaler 100,000 shares (about $19.84M)KASPI KZ JSC 50,000 shares (about $4.64M) 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 PortfolioSectorCYBRCyberArk Software$119,990,000$32,916,130 ▼-21.5%355,00011.7%Computer and TechnologyKASPI KZ JSC$106,777,500$4,642,500 ▼-4.2%1,150,00010.4%SPONSORED ADSBIRKENSTOCK HOLDING PLC$97,467,151$28,692,151 ▲41.7%2,125,7839.5%COM SHSSNSharkNinja$89,248,700$26,691,200 ▲42.7%1,070,0008.7%Retail/WholesaleRUNSunrun$88,779,680$9,669,680 ▲12.2%15,150,1168.6%EnergyRBLXRoblox$84,520,500$69,948,000 ▼-45.3%1,450,0008.2%Consumer DiscretionaryPLNTPlanet Fitness$77,288,000$38,644,000 ▼-33.3%800,0007.5%Consumer DiscretionaryPWRQuanta Services$76,254,000$35,585,200 ▲87.5%300,0007.4%ConstructionZSZscaler$59,526,000$19,842,000 ▼-25.0%300,0005.8%Computer and TechnologyFCNFTI Consulting$59,104,897$59,104,897 ▲New Holding360,2205.8%Business ServicesACELAccel Entertainment$55,039,156$2,976,000 ▼-5.1%5,548,3025.4%Consumer DiscretionaryBABoeing$42,637,500$6,822,000 ▲19.0%250,0004.2%AerospaceZETA GLOBAL HOLDINGS CORP$33,900,000$33,900,000 ▲New Holding2,500,0003.3%CL AUDMYUdemy$27,546,681$1,486,537 ▼-5.1%3,549,8302.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$9,034,149$9,034,149 ▲New Holding16,1500.9%FinanceZIMZIM Integrated Shipping Services$0$128,820,000 ▼-100.0%00.0%TransportationPTCPTC$0$105,725,250 ▼-100.0%00.0%Computer and TechnologyADSKAutodesk$0$36,946,251 ▼-100.0%00.0%Computer and TechnologyGTGoodyear Tire & Rubber$0$6,750,000 ▼-100.0%00.0%Auto/Tires/TrucksShowing 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.
