Greenvale Capital LLP Portfolio Holdings

Greenvale Capital LLP

  • $878 Million
  • Q2 2025

Greenvale Capital LLP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $878 Million distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Roblox Corp with a value of $118M, Sunrun Inc. with a value of $112M, Zeta Global Holdings Corp. with a value of $108M, Goodyear Tire & Rubber CO with a value of $106M, and Boeing CO with a value of $89.1M.

Examining the 13F form we can see an increase of $144M in the current position value, from $734M to 878M.

Greenvale Capital LLP is based out at London, X0

Below you can find more details about Greenvale Capital LLP portfolio as well as his latest detailed transactions.

Portfolio value $878 Million
Technology: $390 Million
Industrials: $179 Million
Consumer Cyclical: $172 Million
Communication Services: $118 Million
ETFs: $13.3 Million
Consumer Defensive: $5.9 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.43B
$112 Million 12.77% of portfolio
13,700,000
Q2 2025 Reduced 9.57%
$3.17B
$108 Million 12.27% of portfolio
6,951,181
Q2 2025 Added 178.05%
$2.33B
$106 Million 12.11% of portfolio
10,250,000
Q2 2025 New
$5.69B
$64.6 Million 7.36% of portfolio
400,000
Q2 2025 Added 11.04%
$7.87B
$25.5 Million 2.9% of portfolio
239,536
Q2 2025 New
$6.25B
$22.8 Million 2.6% of portfolio
450,000
Q2 2025 New
$2.35B
$14.5 Million 1.65% of portfolio
2,112,765
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $878 Million
  • Prior Value $734 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 5 stocks
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