In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Greenvale Capital LLP reported 15 stock positions worth $1.2 billion . Its top holding was Roblox Class A (RBLX) at 12.5% of the portfolio, followed by Cyberark Software Ltd./Israel (CYBR, 12.3% ) and Sunrun (RUN, 10.2% ). Compared with Q3 2024, it opened 5 new positions, sold out of 4, added to 3 and reduced 6. The biggest buy was a new position in Sharkninja (SN) and the biggest sale an exit from PayPal (PYPL).
Location LONDON, X0
CIK 0001768041
Portfolio Value $1.2B (Q4 2024) Holdings 15 stocks · $1.2B 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 Q3 2024 RBLX Roblox Corp. Class A 2,650,000 $153.3M Reduce -32.0% CYBR Cyberark Software Ltd./Israel 452,385 $150.7M Reduce -38.9% RUN Sunrun Inc. 13,500,000 $124.9M Add +50.3% PLNT Planet Fitness Inc. Class A 1,200,000 $118.6M Reduce -36.8% KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 1,200,000 $113.7M Add +9.1% PTC PTC Inc. 575,000 $105.7M Add +12.8% BIRK Birkenstock Holding PLC 1,500,000 $85.0M Reduce -31.8% SN Sharkninja Inc. 750,000 $73.0M New ZS Zscaler Inc. 400,000 $72.2M New ACEL Accel Entertainment Inc. 5,848,302 $62.5M No change PWR Quanta Services Inc. 160,000 $50.6M New BA The Boeing Co. 210,000 $37.2M New ADSK Autodesk Inc. 125,000 $36.9M Reduce -24.2% UDMY Udemy Inc. 3,741,394 $30.8M Reduce -42.0% GT Goodyear Tire & Rubber Co. 750,000 $6.8M New
Options reported separately and not counted above: ZIM puts ($128.8M).
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ PYPL PayPal Holdings Inc. Sold out 0.00% −10.50 RMD Resmed Inc. Sold out 0.00% −10.45 VRNS Varonis Systems Inc. Sold out 0.00% −4.84 CARS Cars.com Inc. Sold out 0.00% −1.79 CYBR Cyberark Software Ltd./Israel Reduce -38.9% 12.34% −0.87 UDMY Udemy Inc. Reduce -42.0% 2.52% −0.42 ADSK Autodesk Inc. Reduce -24.2% 3.02% +0.24 PLNT Planet Fitness Inc. Class A Reduce -36.8% 9.71% +0.27 BIRK Birkenstock Holding PLC Reduce -31.8% 6.96% +0.32 RBLX Roblox Corp. Class A Reduce -32.0% 12.55% +1.99
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ SN Sharkninja Inc. New 5.98% +5.98 ZS Zscaler Inc. New 5.91% +5.91 PWR Quanta Services Inc. New 4.14% +4.14 BA The Boeing Co. New 3.04% +3.04 PTC PTC Inc. Add +12.8% 8.65% +3.02 KSPI JSC Kaspi.kz ADR Add +9.1% 9.30% +2.17 GT Goodyear Tire & Rubber Co. New 0.55% +0.55 RUN Sunrun Inc. Add +50.3% 10.22% +0.29
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ ZIM Zim Integrated Shipping Serv put Add +32.3% 6,000,000 $128.8M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings 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