In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Greenvale Capital LLP reported 12 stock positions worth $912.2 million . Its top holding was Zeta Global Class A (ZETA) at 18.2% of the portfolio, followed by Sunrun (RUN, 17.8% ) and Sharkninja (SN, 11.0% ). Compared with Q4 2025, it opened 3 new positions, sold out of 5, added to 6 and reduced 2. The biggest buy was a new position in Rubrik Class A (RBRK) and the biggest sale an exit from Enphase Energy (ENPH).
Location LONDON, X0
CIK 0001768041
Portfolio Value $912.2M (Q1 2026) Holdings 12 stocks · $912.2M 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 Q4 2025 ZETA Zeta Global Holdings Corp. Class A 10,400,000 $165.6M Add +48.1% RUN Sunrun Inc. 12,000,000 $162.7M Add +11.9% SN Sharkninja Inc. 950,000 $100.6M Reduce -8.8% FCN Fti Consulting Inc. 490,000 $86.6M Add +36.1% OKTA Okta Inc. 1,100,000 $86.6M Add +16.4% ACEL Accel Entertainment Inc. 5,859,552 $63.9M Reduce -3.3% CPRI Capri Holdings Ltd. 3,100,000 $54.6M Add +18.3% TOST Toast Inc. Class A 2,000,000 $53.0M Add +5.3% RBRK Rubrik Inc. Class A 1,020,000 $49.9M New KSPI JSC Kaspi.kz ADR filed as KASPI KZ JSC 650,000 $48.1M No change FSS Federal Signal Corp. 254,588 $27.5M New FROG Jfrog Ltd. 275,000 $12.9M New
Portfolio Sells Q4 2025 → Q1 2026 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 Q4 2025 % Of Portfolio Change To Portfolio ▲ ENPH Enphase Energy Inc. Sold out 0.00% −7.06 ADSK Autodesk Inc. Sold out 0.00% −5.13 PAYO Payoneer Global Inc. Sold out 0.00% −3.73 ZS Zscaler Inc. Sold out 0.00% −3.69 CSGP Costar Group Inc. Sold out 0.00% −0.63 SN Sharkninja Inc. Reduce -8.8% 11.03% +0.11 ACEL Accel Entertainment Inc. Reduce -3.3% 7.01% +0.53
Portfolio Buys Q4 2025 → Q1 2026 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 Q4 2025 % Of Portfolio Change To Portfolio ▼ RBRK Rubrik Inc. Class A New 5.48% +5.48 ZETA Zeta Global Holdings Corp. Class A Add +48.1% 18.15% +4.76 FCN Fti Consulting Inc. Add +36.1% 9.50% +3.73 FSS Federal Signal Corp. New 3.02% +3.02 OKTA Okta Inc. Add +16.4% 9.49% +1.83 FROG Jfrog Ltd. New 1.41% +1.41 CPRI Capri Holdings Ltd. Add +18.3% 5.99% −0.00 TOST Toast Inc. Class A Add +5.3% 5.81% −0.51 RUN Sunrun Inc. Add +11.9% 17.84% −0.64
Options Activity Q4 2025 → Q1 2026 Security Type Change vs Q4 2025 Underlying Shares Value ▼ ZIM Zim Integrated Shipping Serv put Sold out 1,500,000 $31.8Mbefore exit
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