Greenvale Capital LLP

报告期 2026-03-31 · CIK 0001768041

持仓数

前50大市值合计

$912.2M

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q2 21Q4 21Q3

23Q1 调仓2022-12-31 → 2023-03-31 · 共 23 项建仓 7增持 8减持 4清仓 4

方向

标的

Δ市值

现股数(环比)

建仓

— 2U INC

+$130.6M

132,500,000

清仓

— QUALTRICS INTL INC

-$96.5M

0 -100%

建仓

SMG SCOTTS MIRACLE-GRO CO

+$96.1M

1,378,300

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

COIN COINBASE GLOBAL INC

增持

— ZIM INTEGRATED SHIPPING SERV

+$54.5M

4,719,000 +43%

建仓

SEDG SOLAREDGE TECHNOLOGIES INC

+$45.6M

150,000

增持

PVH PVH CORPORATION

+$37.0M

1,325,000 +15%

清仓

— BEYOND MEAT INC

-$36.9M

0 -100%

清仓

— ADIENT PLC

-$34.7M

0 -100%

增持

KR KROGER CO

+$32.5M

2,600,000 +21%

增持

PYPL PAYPAL HLDGS

+$31.4M

1,000,000 +60%

增持

RUN SUNRUN INC

+$24.2M

5,850,000 +50%

减持

FCN FTI CONSULTING INC

+$22.2M

684,048 -4%

减持

CARS CARS COM INC

+$21.8M

5,000,000 -8%

建仓

BYND BEYOND MEAT INC

+$16.2M

1,000,000

减持

NRDY NERDY INC

+$15.5M

8,031,700 -0%

增持

— 2U INC

+$9.5M

57,500,000 +5%

清仓

— CAZOO GROUP LTD

-$7.9M

0 -100%

建仓

AAL AMERICAN AIRLS GROUP INC

+$7.4M

500,000

建仓

— CAZOO GROUP LTD

+$6.0M

2,416,559

增持

TWOU 2U INC

+$5.9M

5,303,819 +9%

增持

— UDEMY INC

-$5.8M

6,450,000 +8%

减持

TENB TENABLE HLDGS INC

+$2.4M

4,264,501 -19%