Greenvale Capital as of Dec. 31, 2025
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 15 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sunrun (RUN) | 17.9 | $197M | 11M | 18.40 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 13.0 | $143M | 7.0M | 20.35 | |
| Sharkninja Com Shs (SN) | 10.6 | $117M | 1.0M | 111.90 | |
| Okta Cl A (OKTA) | 7.4 | $82M | 945k | 86.47 | |
| 4068594 Enphase Energy (ENPH) | 6.9 | $75M | 2.4M | 32.05 | |
| Accel Entertainment Com Cl A1 (ACEL) | 6.3 | $69M | 6.1M | 11.41 | |
| Toast Cl A (TOST) | 6.1 | $68M | 1.9M | 35.51 | |
| Capri Holdings SHS (CPRI) | 5.8 | $64M | 2.6M | 24.40 | |
| FTI Consulting (FCN) | 5.6 | $62M | 360k | 170.83 | |
| Autodesk (ADSK) | 5.0 | $55M | 185k | 296.01 | |
| Kaspi Kz Jsc Sponsored Ads (KSPI) | 4.6 | $51M | 650k | 78.13 | |
| Payoneer Global (PAYO) | 3.6 | $40M | 7.1M | 5.62 | |
| Zscaler Incorporated (ZS) | 3.6 | $39M | 175k | 224.92 | |
| Zim Integrated Shipping Serv SHS Put Option (ZIM) | 2.9 | $32M | 1.5M | 21.23 | |
| CoStar (CSGP) | 0.6 | $6.7M | 100k | 67.24 |
