Greenvale Capital as of Dec. 31, 2021
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 12 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenable Hldgs (TENB) | 15.9 | $130M | 2.4M | 55.07 | |
| 2u (TWOU) | 14.5 | $118M | 5.9M | 20.07 | |
| Datto Hldg Corp | 10.5 | $86M | 3.3M | 26.35 | |
| Cars (CARS) | 10.2 | $83M | 5.2M | 16.09 | |
| Sailpoint Technlgies Hldgs I | 8.9 | $73M | 1.5M | 48.34 | |
| Accel Entertainment Com Cl A1 (ACEL) | 8.6 | $70M | 5.4M | 13.02 | |
| 4068594 Enphase Energy (ENPH) | 7.3 | $60M | 325k | 182.94 | |
| Udemy (UDMY) | 6.6 | $54M | 2.8M | 19.54 | |
| Peloton Interactive Cl A Com Put Option (PTON) | 5.5 | $45M | 1.3M | 35.76 | |
| Palo Alto Networks (PANW) | 5.5 | $45M | 80k | 556.76 | |
| Nerdy Cl A Com (NRDY) | 4.3 | $35M | 7.7M | 4.50 | |
| Hldgs (UAL) | 2.3 | $19M | 425k | 43.78 |
