Greenvale Capital LLP Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$1.5T
Holdings
19
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 830,000 | $129.8B | 8.89% | |
| 2 | PVHPVH CORPORATION | 1,525,000 | $129.6B | 8.88% | |
| 3 | FCNFTI CONSULTING INC | 665,000 | $126.5B | 8.67% | |
| 4 | SMGSCOTTS MIRACLE-GRO CO | 1,798,900 | $112.8B | 7.73% | Put |
| 5 | RUNSUNRUN INC | 6,250,000 | $111.6B | 7.65% | |
| 6 | KRKROGER CO | 2,350,000 | $110.5B | 7.57% | |
| 7 | ENPHENPHASE ENERGY INC | 600,000 | $100.5B | 6.89% | |
| 8 | PYPLPAYPAL HLDGS INC | 1,500,000 | $100.1B | 6.86% | |
| 9 | CARSCARS COM INC | 4,755,101 | $94.2B | 6.46% | |
| 10 | —2U INC | 132,500,000 | $90.9B | 6.23% | |
| 11 | SEDGSOLAREDGE TECHNOLOGIES INC | 275,000 | $74.0B | 5.07% | |
| 12 | UDMYUDEMY INC | 6,450,000 | $69.2B | 4.74% | |
| 13 | ACELACCEL ENTERTAINMENT INC | 5,450,000 | $57.6B | 3.94% | |
| 14 | TWOU2U INC | 57,500,000 | $37.8B | 2.59% | |
| 15 | NRDYNERDY INC | 8,250,000 | $34.4B | 2.36% | |
| 16 | TENBTENABLE HLDGS INC | 641,900 | $28.0B | 1.92% | |
| 17 | TRUPTRUPANION INC | 1,325,000 | $26.1B | 1.79% | Put |
| 18 | —2U INC | 5,746,319 | $23.2B | 1.59% | |
| 19 | —CAZOO GROUP LTD | 2,416,559 | $2.9B | 0.20% |