Greenvale Capital as of Dec. 31, 2019
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 12 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Tenable Hldgs (TENB) | 11.8 | $48M | 2.0M | 23.96 | |
4068594 Enphase Energy (ENPH) | 11.4 | $46M | 1.8M | 26.13 | |
Children's Place Retail Stores (PLCE) | 11.4 | $46M | 740k | 62.52 | |
Carvana Co cl a (CVNA) | 11.1 | $45M | 490k | 92.05 | |
FTI Consulting (FCN) | 9.2 | $37M | 336k | 110.66 | |
Boeing Company (BA) | 8.0 | $33M | 100k | 325.76 | |
Alarm Com Hldgs (ALRM) | 8.0 | $32M | 750k | 42.97 | |
Zynga | 7.5 | $31M | 5.0M | 6.12 | |
Smiledirectclub (SDCCQ) | 6.8 | $28M | 3.2M | 8.74 | |
Cars (CARS) | 6.0 | $24M | 2.0M | 12.22 | |
Amc Entmt Hldgs Inc Cl A | 5.9 | $24M | 3.3M | 7.24 | |
Dropbox Inc-class A (DBX) | 2.9 | $12M | 650k | 17.91 |