Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMZNAmazon.Com Inc | 22.86% | 540,555 | $57M | added+31% | +4.07 pp | 15 q |
| CRMSalesforce, Inc. | 18.42% | 280,255 | $46M | trimmed−8% | +0.48 pp | 10 q |
| unresolvedBrookfield Asset Mgmt Inc | 15.45% | 872,765 | $39M | trimmed−8% | +0.57 pp | 15 q |
| GOOGLAlphabet Inc. Class A | 11.62% | 13,390 | $29M | added+23% | +3.20 pp | 7 q |
| SHOPShopify Inc. Class A subordinate voting shares | 8.44% | 678,550 | $21M | added+10% | −3.21 pp | 2 q |
| NFLXNetFlix Inc | 6.67% | 95,855 | $17M | added+46% | −0.19 pp | 15 q |
| TRUPTrupanion, Inc. | 5.76% | 240,159 | $14M | trimmed−8% | −0.72 pp | 15 q |
| SPOTSpotify Technology S.A. | 5.52% | 147,770 | $14M | trimmed−8% | −1.21 pp | 15 q |
| MNDYmonday.com Ltd. | 3.14% | 76,395 | $8M | trimmed−8% | −0.52 pp | 2 q |
| BURBurford Capital Limited | 2.12% | 526,705 | $5M | trimmed−4% | +0.71 pp | 3 q |
| PTONPeloton Interactive, Inc. Class A | — | −432,593 | — | exited | −3.18 pp | — |
