Greenvale Capital as of Sept. 30, 2025
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sunrun (RUN) | 19.9 | $252M | 15M | 17.29 | |
| Roblox Corp Cl A (RBLX) | 11.7 | $149M | 1.1M | 138.52 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 11.3 | $144M | 7.3M | 19.87 | |
| Sharkninja Com Shs (SN) | 10.2 | $130M | 1.3M | 103.15 | |
| Varonis Sys (VRNS) | 7.8 | $99M | 1.7M | 57.47 | |
| FTI Consulting (FCN) | 6.3 | $81M | 498k | 161.65 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 6.3 | $80M | 980k | 81.68 | |
| Okta Cl A (OKTA) | 5.3 | $68M | 740k | 91.70 | |
| Accel Entertainment Com Cl A1 (ACEL) | 5.3 | $67M | 6.1M | 11.07 | |
| Boeing Company (BA) | 5.1 | $65M | 300k | 215.83 | |
| Capri Holdings SHS (CPRI) | 3.4 | $44M | 2.2M | 19.92 | |
| Payoneer Global (PAYO) | 3.4 | $43M | 7.1M | 6.05 | |
| Autodesk (ADSK) | 2.6 | $33M | 105k | 317.67 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $10M | 15k | 666.18 | |
| Planet Fitness Inc - Cl A Cl A (PLNT) | 0.5 | $6.2M | 60k | 103.80 |
