Josh Tarasoff - Greenlea Lane Capital Management 13F Activity & Position Changes (Q4 2021)
According to the SEC 13F filed on Feb 14, 2022, the Greenlea Lane Capital Management portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2021. 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:
New Buys - Burford Capital, Peloton Interactive, Inc.
Increases - Amazon.com, Inc., Brookfield Asset Management Inc, Salesforce, Inc., Alphabet Inc., Netflix, Inc., and 1 more
Reductions - Trupanion, Inc.
Complete Exits - HubSpot, Inc.
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
|