Greenvale Capital LLP
Top Portfolio Positions
12 positions ·
$912,192,808 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ZETA |
Zeta Global Holdings Corp.
Technology
|
10,400,000 | $165,568,000 | 18.15% | |
| RUN |
Sunrun Inc.
Technology
|
12,000,000 | $162,720,000 | 17.84% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
950,000 | $100,605,000 | 11.03% | |
| FCN |
Fti Consulting, Inc
Industrials
|
490,000 | $86,617,300 | 9.50% | |
| OKTA |
Okta, Inc.
Technology
|
1,100,000 | $86,581,000 | 9.49% | |
| ACEL |
Accel Entertainment, Inc.
Consumer Cyclical
|
5,859,552 | $63,927,712 | 7.01% | |
| CPRI |
Capri Holdings Ltd
Consumer Cyclical
|
3,100,000 | $54,622,000 | 5.99% | |
| TOST |
Toast, Inc.
Technology
|
2,000,000 | $53,020,000 | 5.81% | |
| RBRK |
Rubrik, Inc.
Technology
|
1,020,000 | $49,949,400 | 5.48% | |
| KSPI |
Joint Stock Co Kaspi.kz
Technology
|
650,000 | $48,145,500 | 5.28% |
Portfolio Trend
25 quarters · across all stocks
Holdings in KSPI
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $48,145,500 | 650,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $50,784,500 | 650,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $80,046,400 | 980,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $97,623,500 | 1,150,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $106,777,500 | 1,150,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $113,652,000 | 1,200,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $116,589,000 | 1,100,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $93,532,250 | 725,000 | Shares | Sole | 2024-08-21 | |
| No 13F history on record for this holder in this stock. | ||||||