Greenvale Capital LLP Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$829.1B
Holdings
11
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | —2U INC | 5,258,900 | $176.5B | 21.29% | Call |
| 2 | TENBTENABLE HLDGS INC | 2,800,000 | $129.2B | 15.58% | |
| 3 | ENPHENPHASE ENERGY INC | 570,000 | $85.5B | 10.31% | |
| 4 | —DATTO HLDG CORP | 3,188,500 | $76.2B | 9.19% | |
| 5 | NRDYNERDY INC | 6,975,000 | $69.7B | 8.40% | |
| 6 | CARSCARS COM INC | 5,411,523 | $68.4B | 8.26% | |
| 7 | ACELACCEL ENTERTAINMENT INC | 5,300,000 | $64.3B | 7.76% | |
| 8 | TPICQTPI COMPOSITES INC | 1,742,551 | $58.8B | 7.09% | |
| 9 | PANWPALO ALTO NETWORKS INC | 90,000 | $43.1B | 5.20% | |
| 10 | FCNFTI CONSULTING INC | 272,400 | $36.7B | 4.43% | |
| 11 | PVHPVH CORPORATION | 200,000 | $20.6B | 2.48% |