Greenvale Capital LLP
Greenvale Capital LLP reported 11 positions worth $915.6M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ZETA (19.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | ZETA | SH | $182.1M | 19.89% | 9,255,000 | — | — | |
| ▸ 2 | RUN | SH | $178.0M | 19.44% | 13,304,181 | — | — | |
| ▸ 3 | OKTA | SH | $109.2M | 11.92% | 800,000 | — | — | |
| ▸ 4 | SN | SH | $101.3M | 11.06% | 665,000 | — | — | |
| ▸ 5 | FCN | SH | $98.3M | 10.74% | 660,000 | — | — | |
| ▸ 6 | ACEL | SH | $71.0M | 7.76% | 5,632,300 | — | — | |
| ▸ 7 | KSPI | SH | $57.7M | 6.30% | 665,590 | — | — | |
| ▸ 8 | SHLS | SH | $42.1M | 4.60% | 4,250,000 | — | — | |
| ▸ 9 | TXRH | SH | $38.6M | 4.22% | 200,000 | — | — | |
| ▸ 10 | WAY | SH | $30.8M | 3.36% | 1,500,000 | — | — |
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Frequently Asked Questions
What stocks does Greenvale Capital LLP hold as of Q2 2026?
Greenvale Capital LLP reported 11 positions worth $915.6M in its Q2 2026 13F filing. Largest positions: ZETA (19.9%), RUN (19.4%), OKTA (11.9%), SN (11.1%) and FCN (10.7%).
What did Greenvale Capital LLP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Greenvale Capital LLP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.