13F filing recap · Q1 2019

What did Greenlea Lane Capital buy in Q1 2019?

Reported stock-position changes between this filing and the previous one.

Stock value

$168.16M

Positions

Estimated turnover

27.1%

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

SFIXStitch Fix, Inc.$7.10Mreported value+251.4K shares

Increased positions

BAMBrookfield Corporation$32.02Mreported value+135.4K shares+24.6%AMZNAmazon.com Inc$26.55Mreported value+2.5K shares+20.4%TRUPTrupanion, Inc.$19.58Mreported value+102.1K shares+20.6%NFLXNetflix, Inc.$19.50Mreported value+10.1K shares