Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+5.70
- held
- held
- held
Positions
| CRMSalesforce, Inc. | 22.16% | 249,997 | $68M | added+11% | +5.70 pp | 7 q |
| unresolvedBrookfield Asset Mgmt Inc | 15.23% | 870,936 | $47M | added+12% | +3.31 pp | 12 q |
| SPOTSpotify Technology S.A. | 10.58% | 143,673 | $32M | held | — | 12 q |
| TRUPTrupanion, Inc. | 10.47% | 412,175 | $32M | held | — | 12 q |
| AMZNAmazon.Com Inc | 10.13% | 9,437 | $31M | held | — | 12 q |
| NFLXNetFlix Inc | 8.66% | 43,413 | $26M | held | — | 12 q |
| TWTRTwitter, Inc. | 8.47% | 428,950 | $26M | added+16% | +0.80 pp | 2 q |
| GOOGLAlphabet Inc. Class A | 7.83% | 8,963 | $24M | held | — | 4 q |
| HUBSHubspot, Inc. | 6.46% | 29,213 | $20M | trimmed−50% | −3.69 pp | 5 q |
| WORKSlack Technologies, Inc. | — | −329,002 | — | exited | −4.38 pp | — |
| unresolvedBrookfield Asset Mgmt Reins | — | −5,371 | — | exited | −0.08 pp | — |
