Greenvale Capital as of June 30, 2021
Portfolio Holdings for Greenvale Capital
Greenvale Capital holds 12 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| 2u (TWOU) | 15.9 | $144M | 3.5M | 41.67 | |
| Tenable Hldgs (TENB) | 11.7 | $107M | 2.6M | 41.35 | |
| Medallia | 11.5 | $105M | 3.1M | 33.75 | |
| FTI Consulting (FCN) | 10.2 | $92M | 675k | 136.61 | |
| 4068594 Enphase Energy (ENPH) | 8.6 | $78M | 425k | 183.63 | |
| Cars (CARS) | 8.6 | $78M | 5.4M | 14.33 | |
| Datto Hldg Corp | 8.2 | $75M | 2.7M | 27.84 | |
| Accel Entertainment Com Cl A1 (ACEL) | 6.9 | $63M | 5.3M | 11.87 | |
| Tpi Composites (TPIC) | 6.6 | $60M | 1.2M | 48.42 | |
| Palo Alto Networks (PANW) | 6.5 | $59M | 160k | 371.05 | |
| Adt (ADT) | 3.0 | $28M | 2.6M | 10.79 | |
| Vivint Smart Home Com Cl A | 2.2 | $20M | 1.5M | 13.20 |
