Greenvale Capital LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Greenvale Capital LLP disclosed 16 US equity positions worth $1.1bn in its Q2 2025 13F filing. The largest position was SN at 12.0% of the reported book, followed by RBLX and RUN. Against the Q1 2025 filing, it opened 4 new positions, added to 5 and reduced 5 among the top 16 holdings.
What did Greenvale Capital LLP own in Q2 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | SN SHARKNINJA INC | Consumer Cyclical | 12.0% | $133.6m | 1,350,000 | 26% | added |
| 2 | RBLX ROBLOX CORP | Communication Services | 10.6% | $118.3m | 1,125,000 | -22% | reduced |
| 3 | RUN SUNRUN INC | Technology | 10.0% | $112.1m | 13,700,000 | -10% | reduced |
| 4 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 9.6% | $107.7m | 6,951,181 | 178% | added |
| 5 | GT GOODYEAR TIRE & RUBR CO | Consumer Cyclical | 9.5% | $106.3m | 10,250,000 | – | new |
| 6 | KSPI KASPI KZ JSC | 8.7% | $97.6m | 1,150,000 | 0% | held | |
| 7 | BA BOEING CO | Industrials | 8.0% | $89.1m | 425,000 | 70% | added |
| 8 | CYBERARK SOFTWARE LTD | 6.7% | $75.3m | 185,000 | -48% | reduced | |
| 9 | BIRK BIRKENSTOCK HOLDING PLC | Consumer Cyclical | 5.9% | $66.4m | 1,350,000 | -36% | reduced |
| 10 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 5.8% | $65.3m | 5,548,302 | 0% | held |
| 11 | FCN FTI CONSULTING INC | Industrials | 5.8% | $64.6m | 400,000 | 11% | added |
| 12 | FSS FEDERAL SIGNAL CORP | Industrials | 2.3% | $25.5m | 239,536 | – | new |
| 13 | VRNS VARONIS SYS INC | Technology | 2.0% | $22.8m | 450,000 | – | new |
| 14 | PAYO PAYONEER GLOBAL INC | Technology | 1.3% | $14.5m | 2,112,765 | – | new |
| 15 | SPY SPDR S&P 500 ETF TR | 1.2% | $13.3m | 21,500 | 33% | added | |
| 16 | UDEMY INC | 0.5% | $5.9m | 838,897 | -76% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.