Greenvale Capital LLP
Net seller this quarter
$916M
10
-$207M
99.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ZETA | $182M | 19.89% | Not reported | -11.0% | Q1 2025 |
 RUN | $178M | 19.44% | 5.54% | +10.9% | Q1 2022 |
 OKTA | $109M | 11.92% | Not reported | -27.3% | Q3 2025 |
 SN | $101M | 11.06% | 0.47% | -30.0% | Q4 2024 |
 FCN | $98.3M | 10.74% | 2.38% | +34.7% | Q4 2018 |
 ACEL | $71M | 7.76% | 6.92% | -3.9% | Q1 2021 |
 KSPI | $57.7M | 6.30% | 0.35% | +2.4% | Q2 2024 |
 SHLS | $42.1M | 4.60% | Not reported | New | Q2 2026 |
 TXRH | $38.6M | 4.22% | 0.30% | New | Q2 2026 |
 WAY | $30.8M | 3.36% | 0.78% | New | Q2 2026 |
| Q1 2026 | |||||
| ZETA | $166M | 18.15% | Not reported | +48.1% | Q1 2025 |
| RUN | $163M | 17.84% | 5.10% | +12.0% | Q1 2022 |
| SN | $101M | 11.03% | 0.67% | -8.8% | Q4 2024 |
| FCN | $86.6M | 9.50% | 1.63% | +36.1% | Q4 2018 |
| OKTA | $86.6M | 9.49% | Not reported | +16.4% | Q3 2025 |
| ACEL | $63.9M | 7.01% | 7.18% | -3.3% | Q1 2021 |
 CPRI | $54.6M | 5.99% | 2.69% | +18.3% | Q3 2025 |
 TOST | $53M | 5.81% | 0.91% | +5.3% | Q4 2025 |
 RBRK | $49.9M | 5.48% | Not reported | New | Q1 2026 |
| KSPI | $48.1M | 5.28% | 0.34% | Not reported | Q2 2024 |
 FSS | $27.5M | 3.02% | 0.42% | Not reported | Q2 2025 |
 FROG | $12.9M | 1.41% | 0.23% | New | Q1 2026 |
| Q4 2025 | |||||
| RUN | $197M | 17.95% | 4.59% | -20.1% | Q1 2022 |
| ZETA | $143M | 13.00% | Not reported | -3.1% | Q1 2025 |
| SN | $117M | 10.61% | 0.74% | -17.3% | Q4 2024 |
| OKTA | $81.7M | 7.43% | Not reported | +27.7% | Q3 2025 |
 ENPH | $75.3M | 6.85% | 1.79% | Not reported | Q4 2018 |
| ACEL | $69.1M | 6.29% | 7.28% | Not reported | Q1 2021 |
| TOST | $67.5M | 6.14% | 0.86% | New | Q4 2025 |
| CPRI | $63.9M | 5.82% | 2.20% | +19.1% | Q3 2025 |
| FCN | $61.5M | 5.60% | 1.17% | -27.7% | Q4 2018 |
 ADSK | $54.8M | 4.98% | 0.09% | +76.2% | Q3 2024 |
| KSPI | $50.8M | 4.62% | 0.34% | -33.7% | Q2 2024 |
 PAYO | $39.8M | 3.62% | 2.03% | Not reported | Q2 2025 |
 ZS | $39.4M | 3.58% | 0.11% | Not reported | Q4 2024 |
 CSGP | $6.72M | 0.61% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| RUN | $232M | 18.24% | 5.79% | -2.1% | Q1 2022 |
 RBLX | $149M | 11.72% | 0.15% | -4.4% | Q2 2024 |
| ZETA | $144M | 11.34% | Not reported | +4.3% | Q1 2025 |
| SN | $130M | 10.22% | 0.90% | -6.7% | Q4 2024 |
 VRNS | $99.1M | 7.80% | 1.46% | +283.3% | Q3 2024 |
| FCN | $80.5M | 6.33% | 1.59% | +24.5% | Q4 2018 |
| KSPI | $80M | 6.30% | 0.52% | -14.8% | Q2 2024 |
| OKTA | $67.9M | 5.34% | Not reported | New | Q3 2025 |
| ACEL | $67.1M | 5.28% | 7.19% | +9.2% | Q1 2021 |
 BA | $64.7M | 5.09% | 0.04% | -29.4% | Q4 2024 |
| CPRI | $43.8M | 3.45% | 1.85% | New | Q3 2025 |
| PAYO | $42.9M | 3.37% | 1.97% | +235.3% | Q2 2025 |
| ADSK | $33.4M | 2.62% | 0.05% | Not reported | Q3 2024 |
 SPY | $9.99M | 0.79% | Not reported | -30.2% | Q1 2025 |
 PLNT | $6.23M | 0.49% | 60000.00% | Not reported | Q3 2023 |