Greenvale Capital LLP holds a concentrated book of 12 stocks worth $912.2M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Rubrik Inc-A and trimmed Sharkninja Inc. Their largest long position is Zeta Global Holdings Corp-A at 18% of the equity book.
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This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1768041/holdings"
Use Arkolith to show Greenvale Capital LLP's latest holdings, largest changes, and filing provenance.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Zeta Global Holdings Corp CL A | $165.6M | 10.40M | 18.2% | ▲+48% Added · +3.4M sh | |
| 2 | Sunrun Inc COM | $162.7M | 12.00M | 17.8% | ▲+12% Added · +1.3M sh | |
| 3 | Sharkninja Inc COM SHS | $100.6M | 950.0K | 11.0% | ▼−8.8% Reduced · −92K sh | |
| 4 | Fti Consulting Inc COM | $86.6M | 490.0K | 9.5% | ▲+36% Added · +130K sh | |
| 5 | Okta Inc CL A | $86.6M | 1.10M | 9.5% | ▲+16% Added · +155K sh | |
| 6 | Accel Entertainment Inc COM CL A1 | $63.9M | 5.86M | 7.0% | ▼−3.3% Reduced · −200K sh | |
| 7 | Capri Holdings Limited SHS | $54.6M | 3.10M | 6.0% | ▲+18% Added · +480K sh | |
| 8 | Toast Inc CL A | $53.0M | 2.00M | 5.8% | ▲+5.3% Added · +100K sh | |
| 9 | Rubrik Inc. CL A | $49.9M | 1.02M | 5.5% | ▲New New position | |
| 10 | Kaspi KZ JSC SPONSORED ADS | $48.1M | 650.0K | 5.3% | —Held | |
| 11 | Federal Signal Corp COM | $27.5M | 254.6K | 3.0% | ▲New New position | |
| 12 | Jfrog Ltd ORD SHS | $12.9M | 275.0K | 1.4% | ▲New New position |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.