Greenvale Capital LLP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$917.0B
Holdings
16
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TENBTENABLE HLDGS INC | 2,500,000 | $113.5B | 12.38% | |
| 2 | RUNSUNRUN INC | 3,400,000 | $79.4B | 8.66% | |
| 3 | ENPHENPHASE ENERGY INC | 405,000 | $79.1B | 8.62% | |
| 4 | ADNTADIENT PLC | 2,500,000 | $74.1B | 8.08% | |
| 5 | PVHPVH CORPORATION | 1,175,000 | $66.9B | 7.29% | |
| 6 | —QUALTRICS INTL INC | 5,154,862 | $64.5B | 7.03% | |
| 7 | —2U INC | 5,874,479 | $61.5B | 6.71% | |
| 8 | ACELACCEL ENTERTAINMENT INC | 5,350,000 | $56.8B | 6.20% | |
| 9 | KRKROGER CO | 1,100,000 | $52.1B | 5.68% | |
| 10 | CARSCARS COM INC | 5,400,000 | $50.9B | 5.55% | |
| 11 | UDMYUDEMY INC | 4,789,568 | $48.9B | 5.33% | |
| 12 | ZIMZIM INTEGRATED SHIPPING SERV | 1,000,000 | $47.2B | 5.15% | Put |
| 13 | —BEYOND MEAT INC | 1,941,300 | $46.5B | 5.07% | Put |
| 14 | FCNFTI CONSULTING INC | 208,837 | $37.8B | 4.12% | |
| 15 | —CAZOO GROUP LTD | 29,000,000 | $20.9B | 2.28% | |
| 16 | NRDYNERDY INC | 8,000,000 | $17.0B | 1.86% |