Greenvale Capital
$909M 13F equity value
15 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Greenvale Capital covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| ZETA | ZETA GLOBAL HOLDINGS CORP | 9,255,000 | $182M | 20.0% |
| RUN | SUNRUN INC | 13,304,181 | $178M | 19.6% |
| OKTA | OKTA INC | 800,000 | $109M | 12.0% |
| SN | SHARKNINJA INC | 665,000 | $101M | 11.1% |
| FCN | FTI CONSULTING INC | 660,000 | $98M | 10.8% |
| ACEL | ACCEL ENTERTAINMENT INC | 5,632,300 | $71M | 7.8% |
| KSPI | KASPI KZ JSC | 665,590 | $58M | 6.3% |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | 4,250,000 | $42M | 4.6% |
| TXRH | TEXAS ROADHOUSE INC | 200,000 | $39M | 4.3% |
| WAY | WAYSTAR HLDG CORP | 1,500,000 | $31M | 3.4% |
Track Greenvale Capital's 13F portfolio: $909M in reported holdings, 15 positions. Top holdings and quarterly changes on SentiSense.
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