Greenvale Capital LLP Portfolio Holdings by Sector
Greenvale Capital LLP
- $878 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Solar | Technology
RUN RUN 2 stocks |
$169,326
19.29% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
1
Calls
0
Puts
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$118,350
13.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
CYBR VRNS PAYO KKS.F 4 stocks |
$112,581
12.82% of portfolio
|
  2  
|
  1  
|
  2  
|
- |
0
Calls
0
Puts
|
Software—Application | Technology
ZETA 1 stocks |
$107,673
12.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Parts | Consumer Cyclical
GT 1 stocks |
$106,292
12.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
BA 1 stocks |
$89,050
10.14% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
ACEL 1 stocks |
$65,303
7.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
FCN 1 stocks |
$64,600
7.36% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Pollution & Treatment Controls | Industrials
FSS 1 stocks |
$25,491
2.9% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
ETFs | ETFs
SPY 1 stocks |
$13,283
1.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
UDMY 1 stocks |
$5,897
0.67% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|