Greenvale Capital LLP
LONDON X0 · SEC CIK 0001768041
$9.16亿2026Q2 申报市值
11持仓数
99.3%前十大占比 · 第一大 19.9%
4 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SHLS 新建仓+$4,207.50万
TXRH 新建仓+$3,864.60万
WAY 新建仓+$3,079.50万
FCN 加仓+$2,533.17万
RUN 加仓+$1,744.99万
2026Q2 卖出最多 按季末市值估算
CPRI 清仓-$5,462.20万
TOST 清仓-$5,302.00万
RBRK 清仓-$4,994.94万
SN 减仓-$4,339.69万
OKTA 减仓-$4,093.50万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ZETA | ZETA GLOBAL HOLDINGS CORP | $1.82亿 | 19.89% | 9,255,000 | -1,145,000 | -11.0% | -$2,253.36万 | 减仓 |
| RUN | SUNRUN INC | $1.78亿 | 19.44% | 13,304,181 | 1,304,181 | 10.9% | $1,744.99万 | 加仓 |
| OKTA | OKTA INC | $1.09亿 | 11.92% | 800,000 | -300,000 | -27.3% | -$4,093.50万 | 减仓 |
| SN | SHARKNINJA INC | $1.01亿 | 11.06% | 665,000 | -285,000 | -30.0% | -$4,339.69万 | 减仓 |
| FCN | FTI CONSULTING INC | $9,834.66万 | 10.74% | 660,000 | 170,000 | 34.7% | $2,533.17万 | 加仓 |
| ACEL | ACCEL ENTERTAINMENT INC | $7,102.33万 | 7.76% | 5,632,300 | -227,252 | -3.9% | -$286.56万 | 减仓 |
| KSPI | KASPI KZ JSC | $5,766.67万 | 6.30% | 665,590 | 15,590 | 2.4% | $135.07万 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $4,207.50万 | 4.60% | 4,250,000 | 4,250,000 | — | $4,207.50万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $3,864.60万 | 4.22% | 200,000 | 200,000 | — | $3,864.60万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $3,079.50万 | 3.36% | 1,500,000 | 1,500,000 | — | $3,079.50万 | 新建仓 |
| RUN | SUNRUN INC 看涨期权 | $651.61万 | 0.71% | 487,000 | 487,000 | — | $651.61万 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -3,100,000 | -100.0% | -$5,462.20万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -2,000,000 | -100.0% | -$5,302.00万 | 清仓 |
| RBRK | RUBRIK INC. | $0 | 0.00% | 0 | -1,020,000 | -100.0% | -$4,994.94万 | 清仓 |
| FSS | FEDERAL SIGNAL CORP | $0 | 0.00% | 0 | -254,588 | -100.0% | -$2,753.11万 | 清仓 |
| FROG | JFROG LTD | $0 | 0.00% | 0 | -275,000 | -100.0% | -$1,290.58万 | 清仓 |