Greenvale Capital LLP Q4 2021 Filing
Filed February 11, 2022
Portfolio Value
$814.5B
Holdings
12
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TENBTENABLE HLDGS INC | 2,352,409 | $129.5B | 15.90% | |
| 2 | —2U INC | 5,890,000 | $118.2B | 14.51% | Call |
| 3 | —DATTO HLDG CORP | 3,250,000 | $85.6B | 10.51% | |
| 4 | CARSCARS COM INC | 5,176,900 | $83.3B | 10.23% | |
| 5 | SAILEURSAILPOINT TECHNOLOGIES HLDGS | 1,500,000 | $72.5B | 8.90% | |
| 6 | ACELACCEL ENTERTAINMENT INC | 5,350,000 | $69.7B | 8.55% | |
| 7 | ENPHENPHASE ENERGY INC | 325,000 | $59.5B | 7.30% | |
| 8 | UDMYUDEMY INC | 2,750,000 | $53.7B | 6.60% | |
| 9 | PTONPELOTON INTERACTIVE INC | 1,250,000 | $44.7B | 5.49% | Put |
| 10 | PANWPALO ALTO NETWORKS INC | 80,000 | $44.5B | 5.47% | |
| 11 | NRDYNERDY INC | 7,700,000 | $34.6B | 4.25% | |
| 12 | UALUNITED AIRLS HLDGS INC | 425,000 | $18.6B | 2.28% |