Greenvale Capital LLP Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$1.4T

Holdings

16

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (16 positions)

#StockSharesValue% PortfolioType
1
RBLXROBLOX CORP
2,650,000$153.3B11.35%
2
CYBRCYBERARK SOFTWARE LTD
452,385$150.7B11.16%
3
ZIMZIM INTEGRATED SHIPPING SERV
6,000,000$128.8B9.54%Put
4
RUNSUNRUN INC
13,500,000$124.9B9.25%
5
PLNTPLANET FITNESS INC
1,200,000$118.6B8.78%
6
KSPIKASPI KZ JSC
1,200,000$113.7B8.41%
7
PTCPTC INC
575,000$105.7B7.83%
8
BIRKBIRKENSTOCK HOLDING PLC
1,500,000$85.0B6.29%
9
SNSHARKNINJA INC
750,000$73.0B5.41%
10
ZSZSCALER INC
400,000$72.2B5.34%
11
ACELACCEL ENTERTAINMENT INC
5,848,302$62.5B4.62%
12
PWRQUANTA SVCS INC
160,000$50.6B3.74%
13
BABOEING CO
210,000$37.2B2.75%
14
ADSKAUTODESK INC
125,000$36.9B2.74%
15
UDMYUDEMY INC
3,741,394$30.8B2.28%
16
GTGOODYEAR TIRE & RUBR CO
750,000$6.8B0.50%