Greenvale Capital LLP Portfolio Holdings by Sector

Greenvale Capital LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology CYBR ZS KKS.F 3 stocks	$222,876 20.78% of portfolio	2	1	1	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$153,329 14.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology PTC ADSK 2 stocks	$136,453 12.72% of portfolio	1	1	-	-	0 Calls 0 Puts
Marine Shipping \| Industrials ZIM 1 stocks	$128,820 12.01% of portfolio	1	-	-	-	0 Calls 1 Puts
Solar \| Technology RUN 1 stocks	$124,875 11.64% of portfolio	1	-	-	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical PLNT 1 stocks	$118,644 11.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Gambling \| Consumer Cyclical ACEL 1 stocks	$62,459 5.82% of portfolio	-	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials PWR 1 stocks	$50,568 4.71% of portfolio	1	-	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA 1 stocks	$37,170 3.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Education & Training Services \| Consumer Defensive UDMY 1 stocks	$30,791 2.87% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical GT 1 stocks	$6,750 0.63% of portfolio	1	-	1	-	0 Calls 0 Puts

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