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 |