Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q3 2020)

According to the SEC 13F filed on Nov 16, 2020, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. 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 Q3 2020, the filing reported:

New Buys - HubSpot, Inc.

Increases - Brookfield Asset Management Inc, Salesforce, Inc., Meta Platforms, Inc., Spotify

Reductions - Amazon.com, Inc., Netflix, Inc., Trupanion, 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	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2020	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell	-1,252	-12.3%	$28.15K	8,940
Q3 2020	BAM Brookfield Asset Management Inc	Brookfield Asset Management Inc	Buy	+162,801	+21.1%	$30.90K	934,678
Q3 2020	CRM Salesforce, Inc.	Salesforce, Inc.	Buy	+14,730	+8.8%	$46.01K	183,059
Q3 2020	HUBS HubSpot, Inc.	HubSpot, Inc.	Buy - Position Entry	+68,073	-	$19.89K	68,073
Q3 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+6,059	+8.7%	$19.75K	75,424
Q3 2020	NFLX Netflix, Inc.	Netflix, Inc.	Sell	-1,293	-2.7%	$23.36K	46,715
Q3 2020	SPOT Spotify	Spotify	Buy	+6,958	+8.7%	$21.02K	86,663
Q3 2020	TRUP Trupanion, Inc.	Trupanion, Inc.	Sell	-387,872	-48.7%	$32.23K	408,500