Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2021)
According to the SEC 13F filed on May 21, 2021, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2021. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2021, the filing reported:
New Buys - None reported
Increases - Salesforce, Inc.
Reductions - Amazon.com, Inc., Brookfield Asset Management Ltd., Alphabet Inc., HubSpot, Inc., Netflix, Inc., and 1 more
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2021
|
AMZN
Amazon.com, Inc.
|
Sell |
-193
|
|
Q1 2021
|
BAM
Brookfield Asset Management Ltd.
|
Sell |
-26,545
|
|
Q1 2021
|
CRM
Salesforce, Inc.
|
Buy |
+20,740
|
|
Q1 2021
|
GOOGL
Alphabet Inc.
|
Sell |
-3,089
|
|
Q1 2021
|
HUBS
HubSpot, Inc.
|
Sell |
-1,760
|
|
Q1 2021
|
NFLX
Netflix, Inc.
|
Sell |
-942
|
|
Q1 2021
|
SPOT
Spotify
|
Sell |
-30,435
|