Greenvale Capital Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$912.2M
Q ending 2026-03-31
Prior quarter
$1.10B
Q ending 2025-12-31
Change
-17.0% QoQ · -11.2% YoY
Positions
12
reported holdings
Largest positions
All 12 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Zeta Global Holdings Corp | ZETA | Shares | $165.6M | 10.4M |
| Sunrun Inc | RUN | Shares | $162.7M | 12.0M |
| Sharkninja Inc | Shares | $100.6M | 950K | |
| Fti Consulting Inc | FCN | Shares | $86.6M | 490K |
| Okta Inc | OKTA | Shares | $86.6M | 1.1M |
| Accel Entertainment Inc | ACEL | Shares | $63.9M | 5.9M |
| Capri Holdings Limited | Shares | $54.6M | 3.1M | |
| Toast Inc | TOST | Shares | $53.0M | 2.0M |
| Rubrik Inc. | RBRK | Shares | $49.9M | 1.0M |
| Kaspi Kz Jsc | KSPI | Shares | $48.1M | 650K |
| Federal Signal Corp | FSS | Shares | $27.5M | 255K |
| Jfrog Ltd | Shares | $12.9M | 275K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.