Institutional Fund
Greenvale Capital LLP
London, United KingdomCIK 17680415 filings on record
Portfolio Value
$912.19M
Q1 2026
Holdings
12
Reported positions
New Buys
3
Opened this quarter
QoQ Change
-14.5%
from $1.07B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Zeta Global Holdings Corp18.2%
- Sunrun Inc17.8%
- Sharkninja Inc11.0%
- Fti Consulting Inc9.5%
- Okta Inc9.5%
- Accel Entertainment Inc7.0%
- Other27.0%
Portfolio Holdings
12 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Zeta Global Holdings Corp | 10.40M | $165.57M | 18.2% | +3.38M | Added |
| 2 | Sunrun Inc | 12.00M | $162.72M | 17.8% | +1.28M | Added |
| 3 | Sharkninja Inc | 950.0K | $100.61M | 11.0% | −91.8K | Reduced |
| 4 | Fti Consulting Inc | 490.0K | $86.62M | 9.5% | +130.0K | Added |
| 5 | Okta Inc | 1.10M | $86.58M | 9.5% | +155.0K | Added |
| 6 | Accel Entertainment Inc | 5.86M | $63.93M | 7.0% | −199.9K | Reduced |
| 7 | Capri Holdings Limited | 3.10M | $54.62M | 6.0% | +480.0K | Added |
| 8 | Toast Inc | 2.00M | $53.02M | 5.8% | +100.0K | Added |
| 9 | Rubrik Inc. | 1.02M | $49.95M | 5.5% | +1.02M | New |
| 10 | Kaspi Kz Jsc | 650.0K | $48.15M | 5.3% | 0 | Held |
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