Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMZNAmazon.Com Inc | 17.95% | 14,025 | $27M | held | — | 6 q |
| unresolvedBrookfield Asset Mgmt Inc | 17.04% | 586,595 | $26M | trimmed−15% | −2.86 pp | 6 q |
| TRUPTrupanion, Inc. | 13.61% | 796,372 | $21M | held | — | 6 q |
| NFLXNetFlix Inc | 12.41% | 50,335 | $19M | trimmed−45% | −2.27 pp | 6 q |
| GOOGLAlphabet Inc. Class A | 12.03% | 15,767 | $18M | new | +12.03 pp | new |
| CRMSalesforce, Inc. | 10.75% | 113,684 | $16M | new | +10.75 pp | new |
| METAMeta Platforms, Inc. Class A | 7.60% | 69,365 | $12M | added+34% | +2.30 pp | 4 q |
| SPOTSpotify Technology S.A. | 6.36% | 79,705 | $10M | added+56% | +2.55 pp | 6 q |
| WORKSlack Technologies, Inc. | 2.25% | 127,790 | $3M | trimmed−55% | −0.93 pp | 3 q |
| KKRKKR & Co. Inc. | — | −686,455 | — | exited | −9.96 pp | — |
| Alphabet Incconvertible | — | −12,675 | — | exited | −8.44 pp | — |
| SFIXStitch Fix, Inc. Class A | — | −302,590 | — | exited | −3.86 pp | — |
| Twitter Incconvertible | — | −197,025 | — | exited | −3.14 pp | — |
