Greenvale Capital’s SharkNinja SN Stock Holding History

Greenvale Capital’s Portfolio SN Stock Details SN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$101M	Sell	665,000 -285,000	-30%	-$34.1M	11.06%	4
2026 Q1	$101M	Sell	950,000 -91,755	-9%	-$10.7M	11.03%	3
2025 Q4	$117M	Sell	1,041,755 -217,745	-17%	-$21.5M	10.61%	3
2025 Q3	$130M	Sell	1,259,500 -90,500	-7%	-$10.3M	10.22%	4
2025 Q2	$134M	Buy	1,350,000 +280,000	+26%	+$24.2M	11.37%	1
2025 Q1	$89.2M	Buy	1,070,000 +320,000	+43%	+$32.6M	8.69%	4
2024 Q4	$73M	Buy	+750,000	New	+$76.5M	5.41%	9

Other funds holding SN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

ABI

Abrams Bison Investments Bethesda, Maryland $2.05B AUM 71.03% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Greenvale Capital's SN Position: Q2 2026 in Review

Greenvale Capital reduced its SharkNinja (SN) stake by 30% in Q2 2026, selling an estimated $34.1M and leaving 665,000 shares worth $101M. The position accounts for 11.06% of the portfolio, ranked #4.

Greenvale Capital first reported a position in SN in Q4 2024 and has held it in 7 quarters since. The position peaked at $134M in Q2 2025. 563 funds tracked by Wall St. Rank hold SN as of Q2 2026.

Greenvale Capital held 665,000 shares of SharkNinja worth $101M as of Q2 2026.
Greenvale Capital sold 285,000 SharkNinja shares in Q2 2026, an estimated $34.1M.
SharkNinja made up 11.06% of Greenvale Capital's portfolio in Q2 2026, its #4 holding.
Greenvale Capital first reported a position in SharkNinja in Q4 2024 and has held it in 7 quarters since.
Greenvale Capital's SharkNinja position peaked at $134M in Q2 2025.
563 funds tracked by Wall St. Rank held SharkNinja as of Q2 2026.

Based on Greenvale Capital's 13F filing for Q2 2026, filed 14 Aug 2026.