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Greenvale Capital LLP Buys Nerdy Inc, 2U Inc, Enphase Energy Inc, Sells Medallia Inc, FTI Consulting Inc, ADT Inc

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Nov 12, 2021
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Investment company Greenvale Capital LLP (Current Portfolio) buys Nerdy Inc, 2U Inc, Enphase Energy Inc, PVH Corp, TPI Composites Inc, sells Medallia Inc, FTI Consulting Inc, ADT Inc, Palo Alto Networks Inc, Vivint Smart Home Inc during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Greenvale Capital LLP. As of 2021Q3, Greenvale Capital LLP owns 12 stocks with a total value of $829 million. These are the details of the buys and sells.

For the details of Greenvale Capital LLP's stock buys and sells, go to https://www.gurufocus.com/guru/greenvale+capital+llp/current-portfolio/portfolio

These are the top 5 holdings of Greenvale Capital LLP
  1. 2U Inc (TWOU) - 4,258,900 shares, 17.24% of the total portfolio. Shares added by 23.45%
  2. Tenable Holdings Inc (TENB) - 2,800,000 shares, 15.58% of the total portfolio. Shares added by 8.74%
  3. Enphase Energy Inc (ENPH) - 570,000 shares, 10.31% of the total portfolio. Shares added by 34.12%
  4. Datto Holding Corp (MSP) - 3,188,500 shares, 9.19% of the total portfolio. Shares added by 19.20%
  5. Nerdy Inc (NRDY) - 6,975,000 shares, 8.40% of the total portfolio. New Position
New Purchase: Nerdy Inc (NRDY)

Greenvale Capital LLP initiated holding in Nerdy Inc. The purchase prices were between $9.99 and $12.28, with an estimated average price of $10.73. The stock is now traded at around $8.170000. The impact to a portfolio due to this purchase was 8.4%. The holding were 6,975,000 shares as of 2021-09-30.

New Purchase: PVH Corp (PVH)

Greenvale Capital LLP initiated holding in PVH Corp. The purchase prices were between $93.8 and $120.58, with an estimated average price of $107.77. The stock is now traded at around $120.280000. The impact to a portfolio due to this purchase was 2.48%. The holding were 200,000 shares as of 2021-09-30.

Added: 2U Inc (TWOU)

Greenvale Capital LLP added to a holding in 2U Inc by 23.45%. The purchase prices were between $33.1 and $46.21, with an estimated average price of $39.09. The stock is now traded at around $26.810000. The impact to a portfolio due to this purchase was 3.27%. The holding were 4,258,900 shares as of 2021-09-30.

Added: Enphase Energy Inc (ENPH)

Greenvale Capital LLP added to a holding in Enphase Energy Inc by 34.12%. The purchase prices were between $148.4 and $193.93, with an estimated average price of $171.85. The stock is now traded at around $251.620000. The impact to a portfolio due to this purchase was 2.62%. The holding were 570,000 shares as of 2021-09-30.

Added: TPI Composites Inc (TPIC)

Greenvale Capital LLP added to a holding in TPI Composites Inc by 40.57%. The purchase prices were between $33.42 and $48.4, with an estimated average price of $39.36. The stock is now traded at around $23.660000. The impact to a portfolio due to this purchase was 2.05%. The holding were 1,742,551 shares as of 2021-09-30.

Sold Out: Medallia Inc (MDLA)

Greenvale Capital LLP sold out a holding in Medallia Inc. The sale prices were between $30.57 and $34.1, with an estimated average price of $33.4.

Sold Out: ADT Inc (ADT)

Greenvale Capital LLP sold out a holding in ADT Inc. The sale prices were between $7.91 and $10.89, with an estimated average price of $9.23.

Sold Out: Vivint Smart Home Inc (VVNT)

Greenvale Capital LLP sold out a holding in Vivint Smart Home Inc. The sale prices were between $9.16 and $13.36, with an estimated average price of $11.99.



Here is the complete portfolio of Greenvale Capital LLP. Also check out:

1. Greenvale Capital LLP's Undervalued Stocks
2. Greenvale Capital LLP's Top Growth Companies, and
3. Greenvale Capital LLP's High Yield stocks
4. Stocks that Greenvale Capital LLP keeps buying
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