Greenvale Capital as of Dec. 31, 2024
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Roblox Corp Cl A (RBLX) | 11.4 | $153M | 2.7M | 57.86 | |
| Cyberark Software SHS (CYBR) | 11.2 | $151M | 452k | 333.15 | |
| Zim Integrated Shipping Serv SHS Put Option (ZIM) | 9.5 | $129M | 6.0M | 21.47 | |
| Sunrun (RUN) | 9.2 | $125M | 14M | 9.25 | |
| Planet Fitness Cl A (PLNT) | 8.8 | $119M | 1.2M | 98.87 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 8.4 | $114M | 1.2M | 94.71 | |
| Ptc (PTC) | 7.8 | $106M | 575k | 183.87 | |
| Birkenstock Holding Com Shs (BIRK) | 6.3 | $85M | 1.5M | 56.66 | |
| Sharkninja Com Shs (SN) | 5.4 | $73M | 750k | 97.36 | |
| Zscaler Incorporated (ZS) | 5.3 | $72M | 400k | 180.41 | |
| Accel Entertainment Com Cl A1 (ACEL) | 4.6 | $63M | 5.8M | 10.68 | |
| Quanta Services (PWR) | 3.7 | $51M | 160k | 316.05 | |
| Boeing Company (BA) | 2.8 | $37M | 210k | 177.00 | |
| Autodesk (ADSK) | 2.7 | $37M | 125k | 295.57 | |
| Udemy (UDMY) | 2.3 | $31M | 3.7M | 8.23 | |
| Goodyear Tire & Rubber Company (GT) | 0.5 | $6.8M | 750k | 9.00 |
