Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| unresolvedBrookfield Asset Mgmt Inc | 19.90% | 692,215 | $40M | trimmed−5% | −2.50 pp | 5 q |
| TRUPTrupanion, Inc. | 14.84% | 796,372 | $30M | added+26% | +5.50 pp | 5 q |
| NFLXNetFlix Inc | 14.68% | 91,245 | $30M | added+3% | +0.91 pp | 5 q |
| AMZNAmazon.Com Inc | 12.89% | 14,025 | $26M | trimmed−11% | −3.01 pp | 5 q |
| KKRKKR & Co. Inc. | 9.96% | 686,455 | $20M | trimmed−9% | −1.88 pp | 5 q |
| Alphabet Incconvertible | 8.44% | 12,675 | $17M | trimmed−0% | −0.61 pp | 2 q |
| METAMeta Platforms, Inc. Class A | 5.30% | 51,955 | $11M | trimmed−1% | −0.12 pp | 3 q |
| SFIXStitch Fix, Inc. Class A | 3.86% | 302,590 | $8M | trimmed−1% | +0.45 pp | 4 q |
| SPOTSpotify Technology S.A. | 3.81% | 51,160 | $8M | trimmed−1% | +0.39 pp | 5 q |
| WORKSlack Technologies, Inc. | 3.18% | 284,570 | $6M | added+19% | −0.14 pp | 2 q |
| Twitter Incconvertible | 3.14% | 197,025 | $6M | added×2.2 | +1.01 pp | 2 q |
