Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q1 2023)

As of Mar 31, 2023, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2023. 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 2023, the filing reported:

New Buys - Markel Group Inc., Microsoft Corporation

Increases - Burford Capital, Monday.com, Trupanion, Inc.

Reductions - Salesforce, Inc., Shopify Inc.

Complete Exits - Netflix, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2023	BUR Burford Capital	Burford Capital	Buy	+313,478	+64.0%	$8.88M	803,268
Q1 2023	CRM Salesforce, Inc.	Salesforce, Inc.	Sell	-94,810	-44.2%	$23.89M	119,595
Q1 2023	MKL Markel Group Inc.	Markel Group Inc.	Buy - Position Entry	+6,230	-	$7.96M	6,230
Q1 2023	MNDY Monday.com	Monday.com	Buy	+47,465	+71.0%	$16.31M	114,285
Q1 2023	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+90,870	-	$26.20M	90,870
Q1 2023	NFLX Netflix, Inc.	Netflix, Inc.	Sell - Position Exit	-30,070	-100.0%	$0.00	-
Q1 2023	SHOP Shopify Inc.	Shopify Inc.	Sell	-104,750	-23.4%	$16.44M	342,990
Q1 2023	TRUP Trupanion, Inc.	Trupanion, Inc.	Buy	+46,860	+52.8%	$5.82M	135,665