In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Greenvale Capital LLP reported 16 stock positions worth $1.1 billion . Its top holding was Sharkninja (SN) at 12.0% of the portfolio, followed by Roblox Class A (RBLX, 10.6% ) and Sunrun (RUN, 10.0% ). Compared with Q1 2025, it opened 4 new positions, sold out of 3, added to 5 and reduced 5. The biggest buy was a new position in Goodyear Tire & Rubber (GT) and the biggest sale an exit from Planet Fitness Class A (PLNT).
Location LONDON, X0
CIK 0001768041
Portfolio Value $1.1B (Q2 2025) Holdings 16 stocks · $1.1B 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 Q1 2025 SN Sharkninja Inc. 1,350,000 $133.6M Add +26.2% RBLX Roblox Corp. Class A 1,125,000 $118.3M Reduce -22.4% RUN Sunrun Inc. 13,700,000 $112.1M Reduce -9.6% ZETA Zeta Global Holdings Corp. Class A 6,951,181 $107.7M Add +178.1% GT Goodyear Tire & Rubber Co. 10,250,000 $106.3M New KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 1,150,000 $97.6M No change BA The Boeing Co. 425,000 $89.1M Add +70.0% CYBR Cyberark Software Ltd./Israel 185,000 $75.3M Reduce -47.9% BIRK Birkenstock Holding PLC 1,350,000 $66.4M Reduce -36.5% ACEL Accel Entertainment Inc. 5,548,302 $65.3M No change FCN Fti Consulting Inc. 400,000 $64.6M Add +11.0% FSS Federal Signal Corp. 239,536 $25.5M New VRNS Varonis Systems Inc. 450,000 $22.8M New PAYO Payoneer Global Inc. 2,112,765 $14.5M New SPY SS SPDR S&P 500 ETF Trust-US 21,500 $13.3M Add +33.1% UDMY Udemy Inc. 838,897 $5.9M Reduce -76.4%
Options reported separately and not counted above: RUN calls ($57.3M).
Portfolio Sells Q1 2025 → Q2 2025 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 Q1 2025 % Of Portfolio Change To Portfolio ▲ PLNT Planet Fitness Inc. Class A Sold out 0.00% −7.52 PWR Quanta Services Inc. Sold out 0.00% −7.42 ZS Zscaler Inc. Sold out 0.00% −5.80 CYBR Cyberark Software Ltd./Israel Reduce -47.9% 6.73% −4.95 BIRK Birkenstock Holding PLC Reduce -36.5% 5.94% −3.55 UDMY Udemy Inc. Reduce -76.4% 0.53% −2.15 RUN Sunrun Inc. Reduce -9.6% 10.02% +1.38 RBLX Roblox Corp. Class A Reduce -22.4% 10.58% +2.35
Portfolio Buys Q1 2025 → Q2 2025 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 Q1 2025 % Of Portfolio Change To Portfolio ▼ GT Goodyear Tire & Rubber Co. New 9.51% +9.51 ZETA Zeta Global Holdings Corp. Class A Add +178.1% 9.63% +6.33 BA The Boeing Co. Add +70.0% 7.96% +3.81 SN Sharkninja Inc. Add +26.2% 11.95% +3.26 FSS Federal Signal Corp. New 2.28% +2.28 VRNS Varonis Systems Inc. New 2.04% +2.04 PAYO Payoneer Global Inc. New 1.29% +1.29 SPY SS SPDR S&P 500 ETF Trust-US Add +33.1% 1.19% +0.31 FCN Fti Consulting Inc. Add +11.0% 5.78% +0.02
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ RUN Sunrun Inc. call New 7,000,000 $57.3M
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