Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Greenvale Capital LLP (CIK 1768041) reported $912.2M across 12 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ZETA ($165.6M, 18.15%), RUN ($162.7M, 17.84%), SN ($100.6M, 11.03%), FCN ($86.6M, 9.50%), OKTA ($86.6M, 9.49%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ZETA | ZETA GLOBAL HOLDINGS CORP | $165.6M | 18.15% | 10.4M | Added |
| 2 | RUN | SUNRUN INC | $162.7M | 17.84% | 12.0M | Added |
| 3 | SN | SHARKNINJA INC | $100.6M | 11.03% | 950,000 | Trimmed |
| 4 | FCN | FTI CONSULTING INC | $86.6M | 9.50% | 490,000 | Added |
| 5 | OKTA | OKTA INC | $86.6M | 9.49% | 1.1M | Added |
| 6 | ACEL | ACCEL ENTERTAINMENT INC | $63.9M | 7.01% | 5.9M | Trimmed |
| 7 | CPRI | CAPRI HOLDINGS LIMITED | $54.6M | 5.99% | 3.1M | Added |
| 8 | TOST | TOAST INC | $53.0M | 5.81% | 2.0M | Added |
| 9 | RBRK | RUBRIK INC. | $49.9M | 5.48% | 1.0M | New |
| 10 | KSPI | KASPI KZ JSC | $48.1M | 5.28% | 650,000 | Hold |
| 11 | FSS | FEDERAL SIGNAL CORP | $27.5M | 3.02% | 254,588 | New |
| 12 | FROG | JFROG LTD | $12.9M | 1.41% | 275,000 | New |
| 13 | ADSK | AUTODESK INC | $0 | 0.00% | 0 | Exited |
| 14 | CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | Exited |
| 15 | ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | Exited |
| 16 | PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | Exited |
| 17 | ZS | ZSCALER INC | $0 | 0.00% | 0 | Exited |
| 18 | ZIM | ZIM INTEGRATED SHIPPING SERV | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31