Greenvale Capital LLP 13F Holdings · Q2 2026
Greenvale Capital LLP reported 10 securities worth $915.64M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: RUN (20.15%), ZETA (19.89%), OKTA (11.92%). Among its top 25 positions this quarter: 3 new, 3 added, 4 trimmed, 5 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RUN | SUNRUN INC | $184.5M | 20.15% | 13.8M | Added |
| 2 | ZETA | ZETA GLOBAL HOLDINGS CORP | $182.1M | 19.89% | 9.3M | Trimmed |
| 3 | OKTA | OKTA INC | $109.2M | 11.92% | 800,000 | Trimmed |
| 4 | SN | SHARKNINJA INC | $101.3M | 11.06% | 665,000 | Trimmed |
| 5 | FCN | FTI CONSULTING INC | $98.3M | 10.74% | 660,000 | Added |
| 6 | ACEL | ACCEL ENTERTAINMENT INC | $71.0M | 7.76% | 5.6M | Trimmed |
| 7 | KSPI | KASPI KZ JSC | $57.7M | 6.30% | 665,590 | Added |
| 8 | SHLS | SHOALS TECHNOLOGIES GROUP IN | $42.1M | 4.60% | 4.2M | New |
| 9 | TXRH | TEXAS ROADHOUSE INC | $38.6M | 4.22% | 200,000 | New |
| 10 | WAY | WAYSTAR HLDG CORP | $30.8M | 3.36% | 1.5M | New |
| 11 | CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | Exited |
| 12 | FROG | JFROG LTD | $0 | 0.00% | 0 | Exited |
| 13 | FSS | FEDERAL SIGNAL CORP | $0 | 0.00% | 0 | Exited |
| 14 | RBRK | RUBRIK INC. | $0 | 0.00% | 0 | Exited |
| 15 | TOST | TOAST INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR