Greenvale Capital LLP Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$906.6B
Holdings
12
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —2U INC | 3,450,000 | $143.8B | 15.86% | |
| 2 | TENBTENABLE HLDGS INC | 2,575,000 | $106.5B | 11.74% | |
| 3 | —MEDALLIA INC | 3,100,000 | $104.6B | 11.54% | |
| 4 | FCNFTI CONSULTING INC | 675,000 | $92.2B | 10.17% | |
| 5 | ENPHENPHASE ENERGY INC | 425,000 | $78.0B | 8.61% | |
| 6 | CARSCARS COM INC | 5,415,842 | $77.6B | 8.56% | |
| 7 | —DATTO HLDG CORP | 2,675,000 | $74.5B | 8.21% | |
| 8 | ACELACCEL ENTERTAINMENT INC | 5,300,000 | $62.9B | 6.94% | |
| 9 | TPICQTPI COMPOSITES INC | 1,239,600 | $60.0B | 6.62% | |
| 10 | PANWPALO ALTO NETWORKS INC | 160,000 | $59.4B | 6.55% | |
| 11 | ADTADT INC DEL | 2,556,488 | $27.6B | 3.04% | |
| 12 | —VIVINT SMART HOME INC | 1,477,328 | $19.5B | 2.15% |