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:

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