Greenvale Capital LLP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Greenvale Capital LLP disclosed 12 US equity positions worth $912.2m in its Q1 2026 13F filing. The largest position was ZETA at 18.2% of the reported book, followed by RUN and SN.
What did Greenvale Capital LLP own in Q1 2026? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 18.2% | $165.6m | 10,400,000 | – | |
| 2 | RUN SUNRUN INC | Technology | 17.8% | $162.7m | 12,000,000 | – | |
| 3 | SN SHARKNINJA INC | Consumer Cyclical | 11.0% | $100.6m | 950,000 | – | |
| 4 | FCN FTI CONSULTING INC | Industrials | 9.5% | $86.6m | 490,000 | – | |
| 5 | OKTA OKTA INC | Technology | 9.5% | $86.6m | 1,100,000 | – | |
| 6 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 7.0% | $63.9m | 5,859,552 | – | |
| 7 | CPRI CAPRI HOLDINGS LIMITED | Consumer Cyclical | 6.0% | $54.6m | 3,100,000 | – | |
| 8 | TOST TOAST INC | Technology | 5.8% | $53.0m | 2,000,000 | – | |
| 9 | RBRK RUBRIK INC. | Technology | 5.5% | $49.9m | 1,020,000 | – | |
| 10 | KSPI KASPI KZ JSC | Technology | 5.3% | $48.1m | 650,000 | – | |
| 11 | FSS FEDERAL SIGNAL CORP | Industrials | 3.0% | $27.5m | 254,588 | – | |
| 12 | FROG JFROG LTD | Technology | 1.4% | $12.9m | 275,000 | – |
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.