Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMZNAmazon.Com Inc | 22.86% | 554,510 | $57M | held | — | 18 q |
| BNBrookfield Corporation | 12.27% | 943,600 | $31M | held | — | 2 q |
| GOOGLAlphabet Inc. Class A | 11.78% | 284,650 | $30M | held | — | 10 q |
| MSFTMicrosoft Corp | 10.46% | 90,870 | $26M | new | +10.46 pp | new |
| CRMSalesforce, Inc. | 9.54% | 119,595 | $24M | trimmed−44% | −3.99 pp | 13 q |
| SPOTSpotify Technology S.A. | 8.16% | 152,985 | $20M | held | — | 18 q |
| SHOPShopify Inc. Class A subordinate voting shares | 6.56% | 342,990 | $16M | trimmed−23% | −0.84 pp | 5 q |
| MNDYmonday.com Ltd. | 6.51% | 114,285 | $16M | added+71% | +1.23 pp | 5 q |
| BURBurford Capital Limited | 3.55% | 803,268 | $9M | added+64% | −1.84 pp | 6 q |
| MKLMarkel Group Inc. | 3.18% | 6,230 | $8M | new | +3.18 pp | new |
| BAMBrookfield Asset Management Ltd. | 2.82% | 215,923 | $7M | held | — | 2 q |
| TRUPTrupanion, Inc. | 2.32% | 135,665 | $6M | added+53% | +0.31 pp | 18 q |
| NFLXNetFlix Inc | — | −30,070 | — | exited | −9.45 pp | — |