Greenlea Lane Capital
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed+1.88
- trimmed−1.72
- held
- held
- held
Positions
| AMZNAmazon.Com Inc | 24.72% | 483,850 | $87M | trimmed−0% | +1.88 pp | 22 q |
| BNBrookfield Corporation | 18.35% | 1,547,135 | $65M | trimmed−4% | −1.72 pp | 6 q |
| BRK.ABerkshire Hathaway Inc. | 12.76% | 71 | $45M | held | — | 2 q |
| MSFTMicrosoft Corp | 10.62% | 89,165 | $38M | held | — | 5 q |
| MKLMarkel Group Inc. | 9.54% | 22,135 | $34M | held | — | 5 q |
| SHOPShopify Inc. Class A subordinate voting shares | 5.68% | 259,940 | $20M | trimmed−1% | −0.63 pp | 9 q |
| MNDYmonday.com Ltd. | 5.51% | 86,165 | $19M | held | — | 9 q |
| GOOGLAlphabet Inc. Class A | 4.82% | 112,780 | $17M | trimmed−18% | −1.16 pp | 14 q |
| BURBurford Capital Limited | 4.68% | 1,035,380 | $17M | added+2% | −0.24 pp | 10 q |
| TRUPTrupanion, Inc. | 3.32% | 425,070 | $12M | added+42% | +0.49 pp | 22 q |
