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:
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
|