Greenvale Capital LLP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1.2T
Holdings
15
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | RUNSUNRUN INC | 8,300,000 | $162.9B | 13.87% | |
| 2 | CYBRCYBERARK SOFTWARE LTD | 675,000 | $147.9B | 12.59% | |
| 3 | PLNTPLANET FITNESS INC | 1,741,140 | $127.1B | 10.82% | |
| 4 | PVHPVH CORPORATION | 975,000 | $119.1B | 10.14% | |
| 5 | PYPLPAYPAL HLDGS INC | 1,700,000 | $104.4B | 8.89% | |
| 6 | UDMYUDEMY INC | 6,600,000 | $97.2B | 8.28% | |
| 7 | RMERESMED INC | 551,901 | $94.9B | 8.08% | |
| 8 | CARSCARS COM INC | 4,628,403 | $87.8B | 7.47% | |
| 9 | FCNFTI CONSULTING INC | 305,000 | $60.7B | 5.17% | |
| 10 | ACELACCEL ENTERTAINMENT INC | 5,450,000 | $56.0B | 4.76% | |
| 11 | —2U INC | 132,500,000 | $53.8B | 4.58% | |
| 12 | TWOU2U INC | 57,500,000 | $29.3B | 2.49% | |
| 13 | NRDYNERDY INC | 8,490,996 | $29.1B | 2.48% | |
| 14 | —2U INC | 3,452,353 | $4.2B | 0.36% | |
| 15 | —CAZOO GROUP LTD | 24,163 | $229.6M | 0.02% |