Greenvale Capital as of March 31, 2022
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 14 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tenable Hldgs (TENB) | 12.4 | $110M | 1.9M | 57.79 | |
| 4068594 Enphase Energy (ENPH) | 11.4 | $101M | 500k | 201.78 | |
| 2u | 10.2 | $91M | 6.8M | 13.28 | |
| Datto Hldg Corp | 9.8 | $87M | 3.3M | 26.72 | |
| Sailpoint Technlgies Hldgs I | 9.0 | $79M | 1.6M | 51.18 | |
| Cars (CARS) | 8.4 | $74M | 5.1M | 14.43 | |
| Accel Entertainment Com Cl A1 (ACEL) | 7.4 | $65M | 5.4M | 12.18 | |
| Sunrun (RUN) | 7.2 | $64M | 2.1M | 30.37 | |
| Zim Integrated Shipping Serv SHS Put Option (ZIM) | 7.0 | $62M | 850k | 72.71 | |
| Udemy (UDMY) | 6.1 | $54M | 4.4M | 12.46 | |
| Nerdy Cl A Com (NRDY) | 4.4 | $39M | 7.7M | 5.09 | |
| Adient Ord Shs (ADNT) | 3.0 | $27M | 650k | 40.77 | |
| Aercap SHS Put Option (AER) | 2.6 | $23M | 450k | 50.28 | |
| Cazoo Group | 1.2 | $11M | 4.0M | 2.76 |
