Greenvale Capital LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Greenvale Capital LLP disclosed 10 US equity positions worth $909.1m in its Q2 2026 13F filing. The largest position was ZETA at 20.0% of the reported book, followed by RUN and OKTA. Against the Q1 2026 filing, it opened 3 new positions, added to 3 and reduced 4 among the top 10 holdings.
What did Greenvale Capital LLP own in Q2 2026? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | ZETA ZETA GLOBAL HOLDINGS CORP | Technology | 20.0% | $182.1m | 9,255,000 | -11% | reduced |
| 2 | RUN SUNRUN INC | Technology | 19.6% | $178.0m | 13,304,181 | 11% | added |
| 3 | OKTA OKTA INC | Technology | 12.0% | $109.2m | 800,000 | -27% | reduced |
| 4 | SN SHARKNINJA INC | Consumer Cyclical | 11.1% | $101.3m | 665,000 | -30% | reduced |
| 5 | FCN FTI CONSULTING INC | Industrials | 10.8% | $98.3m | 660,000 | 35% | added |
| 6 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 7.8% | $71.0m | 5,632,300 | -4% | reduced |
| 7 | KSPI KASPI KZ JSC | Technology | 6.3% | $57.7m | 665,590 | 2% | added |
| 8 | SHLS SHOALS TECHNOLOGIES GROUP IN | Technology | 4.6% | $42.1m | 4,250,000 | – | new |
| 9 | TXRH TEXAS ROADHOUSE INC | Consumer Cyclical | 4.3% | $38.6m | 200,000 | – | new |
| 10 | WAY WAYSTAR HLDG CORP | Healthcare | 3.4% | $30.8m | 1,500,000 | – | 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.