Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| AMZNAmazon.Com Inc | 24.96% | 548,165 | $70M | held | — | 20 q |
| BNBrookfield Corporation | 17.48% | 1,560,009 | $49M | added+19% | +1.41 pp | 4 q |
| MKLMarkel Group Inc. | 17.10% | 32,425 | $48M | added+34% | +4.93 pp | 3 q |
| GOOGLAlphabet Inc. Class A | 10.75% | 229,410 | $30M | added+18% | +2.24 pp | 12 q |
| MSFTMicrosoft Corp | 10.14% | 89,640 | $28M | held | — | 3 q |
| MNDYmonday.com Ltd. | 6.44% | 112,940 | $18M | held | — | 7 q |
| SHOPShopify Inc. Class A subordinate voting shares | 5.14% | 262,880 | $14M | held | — | 7 q |
| BURBurford Capital Limited | 4.94% | 984,468 | $14M | added+25% | +1.45 pp | 8 q |
| TRUPTrupanion, Inc. | 3.05% | 301,470 | $9M | held | — | 20 q |
| SPOTSpotify Technology S.A. | — | −122,045 | — | exited | −7.15 pp | — |
