In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Greenvale Capital LLP reported 14 stock positions worth $1.6 billion . Its top holding was Cyberark Software Ltd./Israel (CYBR) at 13.2% of the portfolio, followed by Roblox Class A (RBLX, 10.6% ) and PayPal (PYPL, 10.5% ). Compared with Q2 2024, it opened 3 new positions, sold out of 4, added to 4 and reduced 6. The biggest buy was a new position in Birkenstock (BIRK) and the biggest sale an exit from Fti Consulting (FCN).
Location LONDON, X0
CIK 0001768041
Portfolio Value $1.6B (Q3 2024) Holdings 14 stocks · $1.6B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q2 2024 CYBR Cyberark Software Ltd./Israel 740,000 $215.8M Add +9.6% RBLX Roblox Corp. Class A 3,900,000 $172.6M Add +62.5% PYPL PayPal Holdings Inc. 2,200,000 $171.7M Reduce -17.8% RMD Resmed Inc. 700,000 $170.9M Reduce -3.5% RUN Sunrun Inc. 8,983,207 $162.2M Reduce -23.6% PLNT Planet Fitness Inc. Class A 1,900,000 $154.3M Reduce -17.4% KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 1,100,000 $116.6M Add +51.7% BIRK Birkenstock Holding PLC 2,200,000 $108.4M New PTC PTC Inc. 510,000 $92.1M Add +20.0% VRNS Varonis Systems Inc. 1,400,000 $79.1M New ACEL Accel Entertainment Inc. 5,848,302 $68.0M No change UDMY Udemy Inc. 6,455,069 $48.0M Reduce -2.2% ADSK Autodesk Inc. 165,000 $45.5M New CARS Cars.com Inc. 1,747,000 $29.3M Reduce -52.9%
Options reported separately and not counted above: ZIM puts ($116.4M).
Portfolio Sells Q2 2024 → Q3 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▲ FCN Fti Consulting Inc. Sold out 0.00% −5.52 ACN Accenture PLC Class A Sold out 0.00% −5.39 CARS Cars.com Inc. Reduce -52.9% 1.79% −3.41 PLNT Planet Fitness Inc. Class A Reduce -17.4% 9.44% −2.59 UDMY Udemy Inc. Reduce -2.2% 2.94% −1.11 NRDY Nerdy Inc. Sold out 0.00% −1.07 PYPL PayPal Holdings Inc. Reduce -17.8% 10.50% −0.54 TWOUQ 2U LLC Sold out 0.00% −0.04 RUN Sunrun Inc. Reduce -23.6% 9.93% +0.02 RMD Resmed Inc. Reduce -3.5% 10.45% +0.59
Portfolio Buys Q2 2024 → Q3 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q2 2024 % Of Portfolio Change To Portfolio ▼ BIRK Birkenstock Holding PLC New 6.63% +6.63 VRNS Varonis Systems Inc. New 4.84% +4.84 RBLX Roblox Corp. Class A Add +62.5% 10.56% +4.21 ADSK Autodesk Inc. New 2.78% +2.78 KSPI JSC Kaspi.kz ADR Add +51.7% 7.13% +0.48 PTC PTC Inc. Add +20.0% 5.64% +0.15 CYBR Cyberark Software Ltd./Israel Add +9.6% 13.20% +0.08
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ ZIM Zim Integrated Shipping Serv put Add +5.2% 4,536,200 $116.4M TRUP Trupanion Inc. put Sold out 200,000 $5.9Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024 Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 10 $909.1M ZETA, RUN, OKTA, SN, FCN Q1 2026 12 $912.2M ZETA, RUN, SN, FCN, OKTA Q4 2025 14 $1.1B RUN, ZETA, SN, OKTA, ENPH Q3 2025 15 $1.3B RUN, RBLX, ZETA, SN, VRNS Q2 2025 16 $1.1B SN, RBLX, RUN, ZETA, GT Q1 2025 15 $1.0B CYBR, KSPI, BIRK, SN, RUN Q4 2024 15 $1.2B RBLX, CYBR, RUN, PLNT, KSPI Q3 2024 14 $1.6B CYBR, RBLX, PYPL, RMD, RUN Q2 2024 Amended 15 $1.4B CYBR, PLNT, PYPL, RUN, RMD Q1 2024 14 $1.2B CYBR, PLNT, PYPL, RUN, RMD