Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+8.06
- added−3.71
- new+11.65
- added−0.43
Positions
| AMZNAmazon.Com Inc | 18.79% | 20,683 | $67M | added×2.1 | +8.06 pp | 14 q |
| CRMSalesforce, Inc. | 17.94% | 303,197 | $64M | added+15% | −3.71 pp | 9 q |
| unresolvedBrookfield Asset Mgmt Inc | 14.88% | 944,388 | $53M | added+3% | −3.03 pp | 14 q |
| SHOPShopify Inc. Class A subordinate voting shares | 11.65% | 61,876 | $42M | new | +11.65 pp | new |
| GOOGLAlphabet Inc. Class A | 8.42% | 10,869 | $30M | added+15% | −0.43 pp | 6 q |
| NFLXNetFlix Inc | 6.86% | 65,725 | $25M | added+44% | −2.05 pp | 14 q |
| SPOTSpotify Technology S.A. | 6.73% | 159,885 | $24M | added+6% | −4.78 pp | 14 q |
| TRUPTrupanion, Inc. | 6.48% | 261,124 | $23M | added+7% | −3.95 pp | 14 q |
| MNDYmonday.com Ltd. | 3.66% | 83,020 | $13M | new | +3.66 pp | new |
| PTONPeloton Interactive, Inc. Class A | 3.18% | 432,593 | $11M | trimmed−43% | −5.63 pp | 2 q |
| BURBurford Capital Limited | 1.41% | 548,724 | $5M | added+54% | +0.19 pp | 2 q |