§ 13F · FUND PROFILE
Greenvale Capital LLP.
AUM · $916M (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$112M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ZETA | ZETA GLOBAL HOLDINGS CORP | 9.26M | $182M | 19.9% | −11% |
| 2 | RUN | SUNRUN INC | 13.30M | $178M | 19.4% | +15% |
| 3 | OKTA | OKTA INC | 800K | $109M | 11.9% | −27% |
| 4 | SN | SHARKNINJA INC | 665K | $101M | 11.1% | −30% |
| 5 | FCN | FTI CONSULTING INC | 660K | $98M | 10.7% | +35% |
| 6 | ACEL | ACCEL ENTERTAINMENT INC | 5.63M | $71M | 7.8% | −4% |
| 7 | KSPI | KASPI KZ JSC | 666K | $58M | 6.3% | +2% |
| 8 | SHLS | SHOALS TECHNOLOGIES GROUP IN | 4.25M | $42M | 4.6% | NEW |
| 9 | TXRH | TEXAS ROADHOUSE INC | 200K | $39M | 4.2% | NEW |
| 10 | WAY | WAYSTAR HLDG CORP | 1.50M | $31M | 3.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GREENVALE SIGNAL
AC read
Greenvale Capital LLP is a Other fund managing $916 million in assets. The fund runs a focused portfolio of just 11 positions.
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