Greenvale Capital as of Sept. 30, 2024
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 15 positions in its portfolio as reported in the September 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
---|---|---|---|---|---|
Cyberark Software SHS (CYBR) | 12.3 | $216M | 740k | 291.61 | |
Roblox Corp Cl A (RBLX) | 9.9 | $173M | 3.9M | 44.26 | |
Paypal Holdings (PYPL) | 9.8 | $172M | 2.2M | 78.03 | |
ResMed (RMD) | 9.8 | $171M | 700k | 244.12 | |
Sunrun (RUN) | 9.3 | $162M | 9.0M | 18.06 | |
Planet Fitness Cl A (PLNT) | 8.8 | $154M | 1.9M | 81.22 | |
Kaspi Kz Jsc Sponsored Ads (KSPI) | 6.7 | $117M | 1.1M | 105.99 | |
Zim Integrated Shipping Serv SHS Put Option (ZIM) | 6.6 | $116M | 4.5M | 25.66 | |
Birkenstock Holding Com Shs (BIRK) | 6.2 | $108M | 2.2M | 49.29 | |
Ptc (PTC) | 5.3 | $92M | 510k | 180.66 | |
Varonis Sys (VRNS) | 4.5 | $79M | 1.4M | 56.50 | |
Accel Entertainment Com Cl A1 (ACEL) | 3.9 | $68M | 5.8M | 11.62 | |
Udemy (UDMY) | 2.7 | $48M | 6.5M | 7.44 | |
Autodesk (ADSK) | 2.6 | $46M | 165k | 275.48 | |
Cars (CARS) | 1.7 | $29M | 1.7M | 16.76 |