Greenvale Capital LLP Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$211.4B
Holdings
12
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FCNFTI CONSULTING INC | 389,323 | $25.9B | 12.27% | |
| 2 | GTGOODYEAR TIRE & RUBR CO | 1,050,000 | $21.4B | 10.14% | |
| 3 | CVNACARVANA CO | 635,000 | $20.8B | 9.82% | |
| 4 | ALRMALARM COM HLDGS INC | 385,000 | $20.0B | 9.45% | |
| 5 | ZNGAEURZYNGA INC | 5,000,000 | $19.6B | 9.29% | |
| 6 | TSAACI WORLDWIDE INC | 710,000 | $19.6B | 9.29% | |
| 7 | —ELECTRONICS FOR IMAGING INC | 790,000 | $19.6B | 9.27% | |
| 8 | CRTOCRITEO S A | 801,780 | $18.2B | 8.62% | |
| 9 | —2U INC | 350,000 | $17.4B | 8.23% | |
| 10 | ENPHENPHASE ENERGY INC | 2,844,259 | $13.5B | 6.36% | |
| 11 | EEFTEURONET WORLDWIDE INC | 85,000 | $8.7B | 4.12% | |
| 12 | AMCAMC ENTMT HLDGS INC | 525,000 | $6.6B | 3.14% |