Greenvale Capital LLP Q1 2022 Filing

Filed May 16, 2022

Portfolio Value

$886.3B

Holdings

14

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (14 positions)

#StockSharesValue% PortfolioType
1
TENBTENABLE HLDGS INC
1,900,000$109.8B12.39%
2
ENPHENPHASE ENERGY INC
500,000$100.9B11.38%
3
2U INC
6,838,269$90.8B10.25%Call
4
DATTO HLDG CORP
3,250,000$86.8B9.80%
5
SAILEURSAILPOINT TECHNOLOGIES HLDGS
1,550,000$79.3B8.95%
6
CARSCARS COM INC
5,147,948$74.3B8.38%
7
ACELACCEL ENTERTAINMENT INC
5,350,000$65.2B7.35%
8
RUNSUNRUN INC
2,100,000$63.8B7.20%
9
ZIMZIM INTEGRATED SHIPPING SERV
850,000$61.8B6.97%Put
10
UDMYUDEMY INC
4,354,514$54.3B6.12%
11
NRDYNERDY INC
7,700,000$39.2B4.42%
12
ADNTADIENT PLC
650,000$26.5B2.99%
13
AERAERCAP
450,000$22.6B2.55%Put
14
CAZOO GROUP LTD
3,993,734$11.0B1.24%