Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q4 2021)

As of Dec 31, 2021, the Greenlea Lane Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 14, 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 Q4 2021, the filing 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
Q4 2021
AMZN
Amazon.com, Inc.
Buy
+480
Q4 2021
BAM
Brookfield Asset Management Inc
Buy
+43,440
Q4 2021
BUR
Burford Capital
Buy - Position Entry
+355,382
Q4 2021
CRM
Salesforce, Inc.
Buy
+12,610
Q4 2021
GOOGL
Alphabet Inc.
Buy
+450
Q4 2021
HUBS
HubSpot, Inc.
Sell - Position Exit
-29,213
Q4 2021
NFLX
Netflix, Inc.
Buy
+2,200
Q4 2021
PTON
Peloton Interactive, Inc.
Buy - Position Entry
+759,205
Q4 2021
SPOT
Spotify
Buy
+7,880
Q4 2021
TRUP
Trupanion, Inc.
Sell
-168,757