Greenvale Capital LLP 13F holdings
Greenvale Capital LLP reported 10 positions with a total reported value of $909.1M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: ZETA ZETA GLOBAL HOLDINGS CORP (20.0%), RUN SUNRUN INC (19.6%), OKTA OKTA INC (12.0%), SN SHARKNINJA INC (11.1%), FCN FTI CONSULTING INC (10.8%). Against 2026-03-31 it opened 3 new positions and exited 5. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
10 largest of 10 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ZETA ZETA GLOBAL HOLDINGS CORP | 9,255,000 | $182.1M | 20.0% |
| RUN SUNRUN INC | 13,304,181 | $178.0M | 19.6% |
| OKTA OKTA INC | 800,000 | $109.2M | 12.0% |
| SN SHARKNINJA INC | 665,000 | $101.3M | 11.1% |
| FCN FTI CONSULTING INC | 660,000 | $98.3M | 10.8% |
| ACEL ACCEL ENTERTAINMENT INC | 5,632,300 | $71.0M | 7.8% |
| KASPI KZ JSC | 665,590 | $57.7M | 6.3% |
| SHLS SHOALS TECHNOLOGIES GROUP IN | 4,250,000 | $42.1M | 4.6% |
| TXRH TEXAS ROADHOUSE INC | 200,000 | $38.6M | 4.3% |
| WAY WAYSTAR HLDG CORP | 1,500,000 | $30.8M | 3.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 5 in all · reported value as of 2026-03-31
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| FCN FTI CONSULTING INC | 490,000 | 660,000 | +34.7% | $98.3M |
| RUN SUNRUN INC | 12,000,000 | 13,304,181 | +10.9% | $178.0M |
| KASPI KZ JSC | 650,000 | 665,590 | +2.4% | $57.7M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| SN SHARKNINJA INC | 950,000 | 665,000 | -30.0% | $101.3M |
| OKTA OKTA INC | 1,100,000 | 800,000 | -27.3% | $109.2M |
| ZETA ZETA GLOBAL HOLDINGS CORP | 10,400,000 | 9,255,000 | -11.0% | $182.1M |
| ACEL ACCEL ENTERTAINMENT INC | 5,859,552 | 5,632,300 | -3.9% | $71.0M |
CIK 1768041 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
