Greenvale Capital LLP — 13F holdings

Greenvale Capital LLP reported 11 holdings worth $916M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RUN SUNRUN INC — $185M (20.2%)
2. ZETA ZETA GLOBAL HOLDINGS CORP — $182M (19.9%)
3. OKTA OKTA INC — $109M (11.9%)
4. SN SHARKNINJA INC — $101M (11.1%)
5. FCN FTI CONSULTING INC — $98.3M (10.7%)
6. ACEL ACCEL ENTERTAINMENT INC — $71.0M (7.8%)
7. KSPI KASPI KZ JSC — $57.7M (6.3%)
8. SHLS SHOALS TECHNOLOGIES GROUP IN — $42.1M (4.6%)
9. TXRH TEXAS ROADHOUSE INC — $38.6M (4.2%)
10. WAY WAYSTAR HLDG CORP — $30.8M (3.4%)