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Greenvale Capital LLP

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $915,636,574

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. ZETA GLOBAL HOLDINGS CORP · CL A · 98956A105 · shares: $182,138,400
  2. SUNRUN INC · COM · 86771W105 · shares: $178,009,942
  3. OKTA INC · CL A · 679295105 · shares: $109,160,001
  4. SHARKNINJA INC · COM SHS · G8068L108 · shares: $101,259,550
  5. FTI CONSULTING INC · COM · 302941109 · shares: $98,346,600
  6. ACCEL ENTERTAINMENT INC · COM CL A1 · 00436Q106 · shares: $71,023,303
  7. KASPI KZ JSC · SPONSORED ADS · 48581R205 · shares: $57,666,718
  8. SHOALS TECHNOLOGIES GROUP IN · CL A · 82489W107 · shares: $42,075,000
  9. TEXAS ROADHOUSE INC · COM · 882681109 · shares: $38,646,000
  10. WAYSTAR HLDG CORP · COM · 946784105 · shares: $30,795,000

Reported holdings

11 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
ZETA GLOBAL HOLDINGS CORPCL A98956A105 — 9,255,000 shares $182,138,400
SUNRUN INCCOM86771W105 — 13,304,181 shares $178,009,942
OKTA INCCL A679295105 — 800,000 shares $109,160,001
SHARKNINJA INCCOM SHSG8068L108 — 665,000 shares $101,259,550
FTI CONSULTING INCCOM302941109 — 660,000 shares $98,346,600
ACCEL ENTERTAINMENT INCCOM CL A100436Q106 — 5,632,300 shares $71,023,303
KASPI KZ JSCSPONSORED ADS48581R205 — 665,590 shares $57,666,718
SHOALS TECHNOLOGIES GROUP INCL A82489W107 — 4,250,000 shares $42,075,000
TEXAS ROADHOUSE INCCOM882681109 — 200,000 shares $38,646,000
WAYSTAR HLDG CORPCOM946784105 — 1,500,000 shares $30,795,000
SUNRUN INCCOM86771W105 CALL 487,000 shares $6,516,060