Greenvale Capital LLP Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$1.6B
Holdings
20
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TENBTENABLE HLDGS INC | 4,264,501 | $202.6T | 12770035.24% | |
| 2 | FCNFTI CONSULTING INC | 684,048 | $135.0T | 8508687.19% | |
| 3 | —2U INC | 132,500,000 | $130.6T | 8228548.00% | |
| 4 | KRKROGER CO | 2,600,000 | $128.4T | 8090499.23% | |
| 5 | PVHPVH CORPORATION | 1,325,000 | $118.1T | 7446030.04% | |
| 6 | RUNSUNRUN INC | 5,850,000 | $117.9T | 7429674.01% | |
| 7 | ZIMZIM INTEGRATED SHIPPING SERV | 4,719,000 | $111.3T | 7013464.84% | Put |
| 8 | CARSCARS COM INC | 5,000,000 | $96.5T | 6082276.56% | |
| 9 | SMGSCOTTS MIRACLE-GRO CO | 1,378,300 | $96.1T | 6058492.09% | Put |
| 10 | COINCOINBASE GLOBAL INC | 1,149,500 | $77.7T | 4895552.82% | Put |
| 11 | PYPLPAYPAL HLDGS | 1,000,000 | $75.9T | 4786404.95% | |
| 12 | UDMYUDEMY INC | 6,450,000 | $57.0T | 3589709.23% | |
| 13 | ACELACCEL ENTERTAINMENT INC | 5,450,000 | $49.6T | 3129346.95% | |
| 14 | SEDGSOLAREDGE TECHNOLOGIES INC | 150,000 | $45.6T | 2873639.35% | |
| 15 | TWOU2U INC | 57,500,000 | $44.8T | 2824665.93% | |
| 16 | —2U INC | 5,303,819 | $36.3T | 2289908.46% | |
| 17 | NRDYNERDY INC | 8,031,700 | $33.6T | 2116033.89% | |
| 18 | BYNDBEYOND MEAT INC | 1,000,000 | $16.2T | 1022956.97% | Put |
| 19 | AALAMERICAN AIRLS GROUP INC | 500,000 | $7.4T | 464837.19% | Put |
| 20 | —CAZOO GROUP LTD | 2,416,559 | $6.0T | 379258.87% |