Greenvale Capital LLP 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Greenvale Capital LLP disclosed 14 US equity positions worth $1.1bn in its Q4 2025 13F filing. The largest position was RUN at 18.5% of the reported book, followed by ZETA and SN. Against the Q3 2025 filing, it opened 4 new positions, added to 3 and reduced 5 among the top 14 holdings.
What did Greenvale Capital LLP own in Q4 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | RUN SUNRUN INC | Technology | 18.5% | $197.2m | 10,718,963 | -20% | reduced |
| 2 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 13.4% | $142.9m | 7,022,666 | -3% | reduced |
| 3 | SN SHARKNINJA INC | Consumer Cyclical | 10.9% | $116.6m | 1,041,755 | -17% | reduced |
| 4 | OKTA OKTA INC | Technology | 7.7% | $81.7m | 945,000 | 28% | added |
| 5 | ENPH ENPHASE ENERGY INC | Technology | 7.1% | $75.3m | 2,350,000 | – | new |
| 6 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 6.5% | $69.1m | 6,059,407 | 0% | held |
| 7 | TOST TOAST INC | Technology | 6.3% | $67.5m | 1,900,000 | – | new |
| 8 | CPRI CAPRI HOLDINGS LIMITED | Consumer Cyclical | 6.0% | $63.9m | 2,620,000 | 19% | added |
| 9 | FCN FTI CONSULTING INC | Industrials | 5.8% | $61.5m | 360,000 | -28% | reduced |
| 10 | ADSK AUTODESK INC | Technology | 5.1% | $54.8m | 185,000 | 76% | added |
| 11 | KSPI KASPI KZ JSC | 4.8% | $50.8m | 650,000 | -34% | reduced | |
| 12 | PAYO PAYONEER GLOBAL INC | Technology | 3.7% | $39.8m | 7,084,000 | 0% | held |
| 13 | ZS ZSCALER INC | Technology | 3.7% | $39.4m | 175,000 | – | new |
| 14 | CSGP COSTAR GROUP INC | Real Estate | 0.6% | $6.7m | 100,000 | – | new |
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.