Greenvale Capital LLP Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$1.1T
Holdings
17
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TENBTENABLE HLDGS INC | 5,247,108 | $200.2B | 17.81% | |
| 2 | FCNFTI CONSULTING INC | 710,000 | $112.7B | 10.03% | |
| 3 | —QUALTRICS INTL INC | 9,300,000 | $96.5B | 8.59% | |
| 4 | KRKROGER CO | 2,150,000 | $95.8B | 8.53% | |
| 5 | RUNSUNRUN INC | 3,900,000 | $93.7B | 8.33% | |
| 6 | PVHPVH CORPORATION | 1,150,000 | $81.2B | 7.22% | |
| 7 | CARSCARS COM INC | 5,428,353 | $74.7B | 6.65% | |
| 8 | UDMYUDEMY INC | 5,950,000 | $62.8B | 5.58% | |
| 9 | ZIMZIM INTEGRATED SHIPPING SERV | 3,300,000 | $56.7B | 5.05% | Put |
| 10 | PYPLPAYPAL HLDGS | 625,000 | $44.5B | 3.96% | |
| 11 | ACELACCEL ENTERTAINMENT INC | 5,450,000 | $42.0B | 3.73% | |
| 12 | —BEYOND MEAT INC | 3,000,000 | $36.9B | 3.28% | Put |
| 13 | TWOU2U INC | 55,000,000 | $35.3B | 3.14% | |
| 14 | ADNTADIENT PLC | 1,000,000 | $34.7B | 3.09% | |
| 15 | —2U INC | 4,847,164 | $30.4B | 2.70% | |
| 16 | NRDYNERDY INC | 8,035,800 | $18.1B | 1.61% | |
| 17 | —CAZOO GROUP LTD | 50,456,400 | $7.9B | 0.70% |