Greenvale Capital as of June 30, 2025
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 16 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sunrun (RUN) | 14.4 | $169M | 21M | 8.18 | |
| Sharkninja Com Shs (SN) | 11.4 | $134M | 1.4M | 98.99 | |
| Roblox Corp Cl A (RBLX) | 10.1 | $118M | 1.1M | 105.20 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 9.2 | $108M | 7.0M | 15.49 | |
| Goodyear Tire & Rubber Company (GT) | 9.0 | $106M | 10M | 10.37 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 8.3 | $98M | 1.2M | 84.89 | |
| Boeing Company (BA) | 7.6 | $89M | 425k | 209.53 | |
| Cyberark Software SHS (CYBR) | 6.4 | $75M | 185k | 406.88 | |
| Birkenstock Holding Com Shs (BIRK) | 5.6 | $66M | 1.4M | 49.18 | |
| Accel Entertainment Com Cl A1 (ACEL) | 5.6 | $65M | 5.5M | 11.77 | |
| FTI Consulting (FCN) | 5.5 | $65M | 400k | 161.50 | |
| Federal Signal Corporation (FSS) | 2.2 | $26M | 240k | 106.42 | |
| Varonis Sys (VRNS) | 1.9 | $23M | 450k | 50.75 | |
| Payoneer Global (PAYO) | 1.2 | $15M | 2.1M | 6.85 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.1 | $13M | 22k | 617.85 | |
| Udemy (UDMY) | 0.5 | $5.9M | 839k | 7.03 |
