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Size ($ in 1000's)
At 12/31/2023: $1,174,768
At 09/30/2023: $1,139,067
Greenvale Capital LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Greenvale Capital LLP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Greenvale Capital LLP top holdings by largest position size, as per the latest 13f filing made by Greenvale Capital LLP.
In the Greenvale Capital LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Greenvale Capital LLP in that top holding, then the share count change between reporting periods, and finally the Greenvale Capital LLP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SUNRUN INC |
8,300,000 |
+1,100,000 |
$162,929 | | RUN | 8,300,000 | +1,100,000 | $162,929 | | CYBERARK SOFTWARE LTD |
675,000 |
-58,084 |
$147,859 | | CYBR | 675,000 | -58,084 | $147,859 | | PLANET FITNESS INC |
1,741,140 |
+1,296,140 |
$127,103 | | PLNT | 1,741,140 | +1,296,140 | $127,103 | | PVH CORPORATION |
975,000 |
-450,000 |
$119,067 | | PVH | 975,000 | -450,000 | $119,067 | | PAYPAL HLDGS INC |
1,700,000 |
+600,000 |
$104,397 | | PYPL | 1,700,000 | +600,000 | $104,397 | | UDEMY INC |
6,600,000 |
+150,000 |
$97,218 | | UDMY | 6,600,000 | +150,000 | $97,218 | | RESMED INC |
551,901 |
+366,901 |
$94,938 | | RMD | 551,901 | +366,901 | $94,938 | | CARS COM INC |
4,628,403 |
+90,222 |
$87,801 | | CARS | 4,628,403 | +90,222 | $87,801 |  2U INC |
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$87,390 | | DEBT 4 | 132,500,000 | UNCH | $53,848 | | NOTE 2 | 57,500,000 | UNCH | $29,296 | | TWOU | 3,452,353 | -2,393,966 | $4,246 | | FTI CONSULTING INC |
305,000 |
-262,104 |
$60,741 | | FCN | 305,000 | -262,104 | $60,741 | | ACCEL ENTERTAINMENT INC |
5,450,000 |
UNCH |
$55,971 | | ACEL | 5,450,000 | UNCH | $55,971 | | NERDY INC |
8,490,996 |
+240,996 |
$29,124 | | NRDY | 8,490,996 | +240,996 | $29,124 |
See Full List: All Stocks Held By Greenvale Capital LLP
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Greenvale Capital LLP
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