Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| TRUPTrupanion, Inc. | 16.24% | 796,372 | $34M | held | — | 7 q |
| CRMSalesforce, Inc. | 15.06% | 168,329 | $32M | added+48% | +4.31 pp | 2 q |
| AMZNAmazon.Com Inc | 13.43% | 10,192 | $28M | trimmed−27% | −4.52 pp | 7 q |
| unresolvedBrookfield Asset Mgmt Inc | 12.13% | 771,877 | $25M | added+32% | −4.91 pp | 7 q |
| Alphabet Incconvertible | 10.68% | 15,767 | $22M | new | +10.68 pp | new |
| NFLXNetFlix Inc | 10.44% | 48,008 | $22M | trimmed−5% | −1.97 pp | 7 q |
| SPOTSpotify Technology S.A. | 9.83% | 79,705 | $21M | held | — | 7 q |
| METAMeta Platforms, Inc. Class A | 7.52% | 69,365 | $16M | held | — | 5 q |
| WORKSlack Technologies, Inc. | 4.66% | 313,845 | $10M | added×2.5 | +2.41 pp | 4 q |
| GOOGLAlphabet Inc. Class A | — | −15,767 | — | exited | −12.03 pp | — |
