The Analysis of Greenvale Capital LLP's Holdings


Currently, Greenvale Capital LLP holds 15 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in VRNS (+1.3M shares, valued at $73.3M), OKTA (+740.0K shares, valued at $67.9M), CPRI (+2.2M shares, valued at $43.8M); decreased their positions in BA (-125.0K shares, valued at $27.0M), KSPI (-170.0K shares, valued at $13.9M), SN (-90.5K shares, valued at $9.3M); initiated new positions in OKTA (+740.0K shares, valued at $67.9M), CPRI (+2.2M shares, valued at $43.8M), ADSK (+105.0K shares, valued at $33.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
RUN SUNRUN INC13.4M shares-2.13%2025-09-302025-11-14history
RBLX ROBLOX CORP1.1M shares-4.44%2025-09-302025-11-14history
ZETA ZETA GLOBAL HOLDINGS CORP7.3M shares4.30%2025-09-302025-11-14history
SN SHARKNINJA INC1.3M shares-6.70%2025-09-302025-11-14history
VRNS VARONIS SYS INC1.7M shares283.33%2025-09-302025-11-14history
FCN FTI CONSULTING INC498.0K shares24.50%2025-09-302025-11-14history
KSPI KASPI KZ JSC980.0K shares-14.78%2025-09-302025-11-14history
OKTA OKTA INC740.0K sharesnew addition2025-09-302025-11-14history
Sponsored
ACEL ACCEL ENTERTAINMENT INC6.1M shares9.21%2025-09-302025-11-14history
BA BOEING CO300.0K shares-29.41%2025-09-302025-11-14history
CPRI CAPRI HOLDINGS LIMITED2.2M sharesnew addition2025-09-302025-11-14history
PAYO PAYONEER GLOBAL INC7.1M shares235.30%2025-09-302025-11-14history
ADSK AUTODESK INC105.0K sharesnew addition2025-09-302025-11-14history
SPY SPDR S&P 500 ETF TR15.0K shares-30.23%2025-09-302025-11-14history
PLNT PLANET FITNESS INC - CL A60.0K sharesnew addition2025-09-302025-11-14history

Call Option Holdings
RUN Call CallSUNRUN INC1.2M shares-83.03%2025-09-302025-11-14history

Put Option Holdings
No put option holdings data available