Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2022)
As of Mar 31, 2022, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 2022. 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 2022, the filing reported:
New Buys - Monday.com, Shopify Inc.
Increases - Amazon.com, Inc., Brookfield Asset Management Inc, Burford Capital, Salesforce, Inc., Alphabet Inc., and 3 more
Reductions - Peloton Interactive, Inc.
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 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+10,766
|
|
Q1 2022
|
BAM
Brookfield Asset Management Inc
|
Buy |
+30,012
|
|
Q1 2022
|
BUR
Burford Capital
|
Buy |
+193,342
|
|
Q1 2022
|
CRM
Salesforce, Inc.
|
Buy |
+40,590
|
|
Q1 2022
|
GOOGL
Alphabet Inc.
|
Buy |
+1,456
|
|
Q1 2022
|
MNDY
Monday.com
|
Buy - Position Entry |
+83,020
|
|
Q1 2022
|
NFLX
Netflix, Inc.
|
Buy |
+20,112
|
|
Q1 2022
|
PTON
Peloton Interactive, Inc.
|
Sell |
-326,612
|
|
Q1 2022
|
SHOP
Shopify Inc.
|
Buy - Position Entry |
+61,876
|
|
Q1 2022
|
SPOT
Spotify
|
Buy |
+8,332
|
|
Q1 2022
|
TRUP
Trupanion, Inc.
|
Buy |
+17,706
|