Greenvale Capital LLP Portfolio Holdings by Sector

Greenvale Capital LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Solar \| Technology RUN RUN 2 stocks	$252,376 23.96% of portfolio	-	2	-	-	1 Calls 0 Puts
Software—Infrastructure \| Technology VRNS OKTA PAYO KKS.F 4 stocks	$209,851 19.92% of portfolio	3	1	1	-	0 Calls 0 Puts
Software—Application \| Technology ZETA ADSK 2 stocks	$169,869 16.13% of portfolio	2	-	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$148,909 14.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Consulting Services \| Industrials FCN 1 stocks	$80,501 7.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical ACEL 1 stocks	$67,077 6.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$64,749 6.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Luxury Goods \| Consumer Cyclical CPRI 1 stocks	$43,824 4.16% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs SPY 1 stocks	$9,992 0.95% of portfolio	-	1	-	-	0 Calls 0 Puts

Leisure \| Consumer Cyclical PLNT 1 stocks	$6,228 0.59% of portfolio	1	-	1	-	0 Calls 0 Puts

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