Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| TRUPTrupanion, Inc. | 18.31% | 408,500 | $49M | held | — | 9 q |
| unresolvedBrookfield Asset Mgmt Inc | 15.65% | 1,013,251 | $42M | added+8% | +3.76 pp | 9 q |
| CRMSalesforce, Inc. | 15.04% | 180,598 | $40M | trimmed−1% | −2.66 pp | 4 q |
| SPOTSpotify Technology S.A. | 10.05% | 85,313 | $27M | trimmed−2% | +1.96 pp | 9 q |
| HUBSHubspot, Inc. | 9.97% | 67,200 | $27M | trimmed−1% | +2.32 pp | 2 q |
| AMZNAmazon.Com Inc | 8.95% | 7,341 | $24M | trimmed−18% | −1.88 pp | 9 q |
| GOOGLAlphabet Inc. Class A | 8.67% | 13,208 | $23M | new | +8.67 pp | new |
| NFLXNetFlix Inc | 7.33% | 36,215 | $20M | trimmed−22% | −1.65 pp | 9 q |
| WORKSlack Technologies, Inc. | 6.03% | 381,132 | $16M | trimmed−24% | +0.82 pp | 6 q |
| Alphabet Incconvertible | — | −17,147 | — | exited | −9.67 pp | — |
| METAMeta Platforms, Inc. Class A | — | −75,424 | — | exited | −7.60 pp | — |
