Greenvale Capital LLP Portfolio Holdings

Greenvale Capital LLP

  • $1.05 Billion
  • Q3 2025

Greenvale Capital LLP has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.05 Billion distributed in 16 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sunrun Inc. with a value of $232M, Roblox Corp with a value of $149M, Zeta Global Holdings Corp. with a value of $144M, Varonis Systems Inc with a value of $99.1M, and Fti Consulting, Inc with a value of $80.5M.

Examining the 13F form we can see an increase of $176M in the current position value, from $878M to 1.05B.

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 $1.05 Billion
Technology: $632 Million
Communication Services: $149 Million
Industrials: $145 Million
Consumer Cyclical: $117 Million
ETFs: $9.99 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.96B
$232 Million 22.01% of portfolio
13,408,562
Q3 2025 Reduced 2.13%
$55.8B
$149 Million 14.14% of portfolio
1,075,000
Q3 2025 Reduced 4.44%
$3.16B
$144 Million 13.68% of portfolio
7,250,000
Q3 2025 Added 4.3%
$3.7B
$99.1 Million 9.41% of portfolio
1,725,000
Q3 2025 Added 283.33%
$5.68B
$80.5 Million 7.64% of portfolio
498,000
Q3 2025 Added 24.5%
$12.7B
$67.9 Million 6.44% of portfolio
740,000
Q3 2025 New
$926M
$67.1 Million 6.37% of portfolio
6,059,407
Q3 2025 Added 9.21%
$114B
$64.7 Million 6.15% of portfolio
300,000
Q3 2025 Reduced 29.41%
$3B
$43.8 Million 4.16% of portfolio
2,200,000
Q3 2025 New
$1.92B
$42.9 Million 4.07% of portfolio
7,084,000
Q3 2025 Added 235.3%
$53.1B
$25.8 Million 2.45% of portfolio
105,000
Q3 2025 New
$0
$9.99 Million 0.95% of portfolio
15,000
Q3 2025 Reduced 30.23%
$8.61B
$6.23 Million 0.59% of portfolio
60,000
Q3 2025 New
$13B
$0 0.0% of portfolio
-
Q3 2025 Reduced 14.78%
Sharkninja Inc
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 6.7%

Summary

  • Portfolio
  • No. of Stocks 16
  • Current Value $1.05 Billion
  • Prior Value $878 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
Track This Portfolio

Track Greenvale Capital LLP Portfolio

Follow Greenvale Capital LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Greenvale Capital LLP, based on Form 13F filings with the SEC.

News

Stay updated on Greenvale Capital LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email