Greenvale Capital as of Sept. 30, 2021
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 11 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 2u (TWOU) | 21.3 | $177M | 5.3M | 33.57 | |
| Tenable Hldgs (TENB) | 15.6 | $129M | 2.8M | 46.14 | |
| 4068594 Enphase Energy (ENPH) | 10.3 | $86M | 570k | 149.97 | |
| Datto Hldg Corp | 9.2 | $76M | 3.2M | 23.90 | |
| Nerdy Cl A Com (NRDY) | 8.4 | $70M | 7.0M | 9.99 | |
| Cars (CARS) | 8.3 | $68M | 5.4M | 12.65 | |
| Accel Entertainment Com Cl A1 (ACEL) | 7.8 | $64M | 5.3M | 12.14 | |
| Tpi Composites (TPIC) | 7.1 | $59M | 1.7M | 33.75 | |
| Palo Alto Networks (PANW) | 5.2 | $43M | 90k | 479.00 | |
| FTI Consulting (FCN) | 4.4 | $37M | 272k | 134.70 | |
| Pvh Corporation (PVH) | 2.5 | $21M | 200k | 102.79 |
