Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q3 2022)
According to the SEC 13F filed on Nov 14, 2022, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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 Q3 2022, the filing reported:
New Buys - None reported
Increases - Amazon.com, Inc., Brookfield Asset Management Ltd., Burford Capital, Salesforce, Inc., Alphabet Inc., and 4 more
Reductions - None 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 |
|---|---|---|---|
|
Q3 2022
|
AMZN
Amazon.com, Inc.
|
Buy |
+33,115
|
|
Q3 2022
|
BAM
Brookfield Asset Management Ltd.
|
Buy |
+5,525
|
|
Q3 2022
|
BUR
Burford Capital
|
Buy |
+124,712
|
|
Q3 2022
|
CRM
Salesforce, Inc.
|
Buy |
+30,200
|
|
Q3 2022
|
GOOGL
Alphabet Inc.
|
Buy |
+322,825
|
|
Q3 2022
|
MNDY
Monday.com
|
Buy |
+34,220
|
|
Q3 2022
|
SHOP
Shopify Inc.
|
Buy |
+110,485
|
|
Q3 2022
|
SPOT
Spotify
|
Buy |
+73,775
|
|
Q3 2022
|
TRUP
Trupanion, Inc.
|
Buy |
+46,016
|