Greenvale Capital LLP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.2T
Holdings
16
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RUNSUNRUN INC | 20,700,000 | $169.3B | 14.40% | Call |
| 2 | SNSHARKNINJA INC | 1,350,000 | $133.6B | 11.37% | |
| 3 | RBLXROBLOX CORP | 1,125,000 | $118.3B | 10.07% | |
| 4 | ZETAZETA GLOBAL HOLDINGS CORP | 6,951,181 | $107.7B | 9.16% | |
| 5 | GTGOODYEAR TIRE & RUBR CO | 10,250,000 | $106.3B | 9.04% | |
| 6 | KSPIKASPI KZ JSC | 1,150,000 | $97.6B | 8.30% | |
| 7 | BABOEING CO | 425,000 | $89.1B | 7.58% | |
| 8 | CYBRCYBERARK SOFTWARE LTD | 185,000 | $75.3B | 6.40% | |
| 9 | BIRKBIRKENSTOCK HOLDING PLC | 1,350,000 | $66.4B | 5.65% | |
| 10 | ACELACCEL ENTERTAINMENT INC | 5,548,302 | $65.3B | 5.56% | |
| 11 | FCNFTI CONSULTING INC | 400,000 | $64.6B | 5.50% | |
| 12 | FSSFEDERAL SIGNAL CORP | 239,536 | $25.5B | 2.17% | |
| 13 | VRNSVARONIS SYS INC | 450,000 | $22.8B | 1.94% | |
| 14 | PAYOPAYONEER GLOBAL INC | 2,112,765 | $14.5B | 1.23% | |
| 15 | SPYSPDR S&P 500 ETF TR | 21,500 | $13.3B | 1.13% | |
| 16 | UDMYUDEMY INC | 838,897 | $5.9B | 0.50% |