Greenvale Capital LLP Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1.5T
Holdings
18
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CYBRCYBERARK SOFTWARE LTD | 675,000 | $184.6B | 12.32% | |
| 2 | PLNTPLANET FITNESS INC | 2,300,000 | $169.3B | 11.30% | |
| 3 | PYPLPAYPAL HLDGS INC | 2,675,000 | $155.2B | 10.36% | |
| 4 | RUNSUNRUN INC | 11,750,000 | $139.4B | 9.30% | |
| 5 | RMERESMED INC | 725,000 | $138.8B | 9.26% | |
| 6 | ZIMZIM INTEGRATED SHIPPING SERV | 4,310,200 | $95.6B | 6.38% | Put |
| 7 | RBLXROBLOX CORP | 2,400,000 | $89.3B | 5.96% | |
| 8 | FCNFTI CONSULTING INC | 360,000 | $77.6B | 5.18% | |
| 9 | PTCPTC INC | 425,000 | $77.2B | 5.15% | |
| 10 | ACNACCENTURE PLC IRELAND | 250,000 | $75.9B | 5.06% | |
| 11 | CARSCARS COM INC | 3,710,793 | $73.1B | 4.88% | |
| 12 | ACELACCEL ENTERTAINMENT INC | 5,848,302 | $60.0B | 4.00% | |
| 13 | UDMYUDEMY INC | 6,600,000 | $57.0B | 3.80% | |
| 14 | —2U INC | 132,500,000 | $52.9B | 3.53% | |
| 15 | TWOU2U INC | 57,500,000 | $31.2B | 2.08% | |
| 16 | NRDYNERDY INC | 9,000,000 | $15.0B | 1.00% | |
| 17 | TRUPTRUPANION INC | 200,000 | $5.9B | 0.39% | Put |
| 18 | 2U102U INC | 115,077 | $590.3M | 0.04% |