Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2022)
According to the SEC 13F filed on May 16, 2022, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 Ltd., 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 Ltd.
|
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
|