§ 13F · FUND PROFILE
Greenvale Capital LLP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1270.9T (13F)Positions · 16Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$220.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | RUN | SUNRUN INC | 10.72M | $197.2T | 17.9% | +802% |
| 2 | ZETA | ZETA GLOBAL HOLDINGS CORP | 7.02M | $142.9T | 13.0% | −3% |
| 3 | SN | SHARKNINJA INC | 1.04M | $116.6T | 10.6% | −17% |
| 4 | OKTA | OKTA INC | 945K | $81.7T | 7.4% | +28% |
| 5 | ENPH | ENPHASE ENERGY INC | 2.35M | $75.3T | 6.9% | NEW |
| 6 | ACEL | ACCEL ENTERTAINMENT INC | 6.06M | $69.1T | 6.3% | ±0% |
| 7 | TOST | TOAST INC | 1.90M | $67.5T | 6.1% | NEW |
| 8 | CPRI | CAPRI HOLDINGS LIMITED | 2.62M | $63.9T | 5.8% | +19% |
| 9 | FCN | FTI CONSULTING INC | 360K | $61.5T | 5.6% | −28% |
| 10 | ADSK | AUTODESK INC | 185K | $54.8T | 5.0% | +76% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENVALE SIGNAL
AC read
Greenvale Capital LLP is a Other fund managing $1270886.9 trillion in assets. The fund runs a focused portfolio of just 16 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed