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 $300 Millions to $2 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ACEL Accel Entertainment, Inc. Consumer Cyclical	$1.02B	$65.3 Million 7.44% of portfolio	5,548,302	Q1 2025 Reduced 5.13%
UDMY Udemy, Inc. Consumer Defensive	$966M	$5.9 Million 0.67% of portfolio	838,897	Q2 2025 Reduced 76.37%

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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Greenvale Capital LLP Portfolio Holdings