Greenvale Capital LLP Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$918.6B
Holdings
14
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PTONPELOTON INTERACTIVE INC | 1,550,000 | $174.3B | 18.97% | Put |
| 2 | FCNFTI CONSULTING INC | 760,000 | $106.5B | 11.59% | |
| 3 | —2U INC | 2,650,000 | $101.3B | 11.03% | |
| 4 | TENBTENABLE HLDGS INC | 2,485,100 | $89.9B | 9.79% | |
| 5 | CARSCARS COM INC | 5,693,830 | $73.8B | 8.03% | |
| 6 | ADTADT INC DEL | 8,708,628 | $73.5B | 8.00% | |
| 7 | ACELACCEL ENTERTAINMENT INC | 5,179,051 | $56.6B | 6.16% | |
| 8 | —MEDALLIA INC | 1,800,000 | $50.2B | 5.46% | |
| 9 | —DATTO HLDG CORP | 2,159,765 | $49.5B | 5.39% | |
| 10 | LYFTLYFT INC | 600,000 | $37.9B | 4.13% | |
| 11 | CPACOPA HOLDINGS SA | 380,000 | $30.7B | 3.34% | |
| 12 | AMCAMC ENTMT HLDGS INC | 3,000,000 | $30.6B | 3.33% | Put |
| 13 | —MIMECAST LTD | 650,000 | $26.1B | 2.85% | |
| 14 | ADNTADIENT PLC | 400,000 | $17.7B | 1.92% |