Greenvale Capital LLP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.3T
Holdings
16
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 741,694 | $197.0B | 15.12% | |
| 2 | PLNTPLANET FITNESS INC | 2,535,307 | $158.8B | 12.18% | |
| 3 | PYPLPAYPAL HLDGS INC | 2,150,000 | $144.0B | 11.05% | |
| 4 | RUNSUNRUN INC | 9,750,000 | $128.5B | 9.86% | |
| 5 | RMERESMED INC | 450,000 | $89.1B | 6.84% | |
| 6 | PTCPTC INC | 425,000 | $80.3B | 6.16% | |
| 7 | CARSCARS COM INC | 4,651,753 | $79.9B | 6.13% | |
| 8 | UDMYUDEMY INC | 6,600,000 | $72.5B | 5.56% | |
| 9 | PVHPVH CORPORATION | 500,000 | $70.3B | 5.39% | |
| 10 | ACELACCEL ENTERTAINMENT INC | 5,450,000 | $64.3B | 4.93% | |
| 11 | ONONON HLDG AG | 1,750,000 | $61.9B | 4.75% | |
| 12 | FCNFTI CONSULTING INC | 275,000 | $57.8B | 4.44% | |
| 13 | —2U INC | 132,500,000 | $46.1B | 3.54% | |
| 14 | TWOU2U INC | 57,500,000 | $26.8B | 2.06% | |
| 15 | NRDYNERDY INC | 8,490,996 | $24.7B | 1.90% | |
| 16 | —2U INC | 3,452,353 | $1.3B | 0.10% |