13F filing recap · Q4 2019

What did Greenlea Lane Capital buy in Q4 2019?

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

Stock value

$201.07M

Positions

Estimated turnover

10.2%

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.

Increased positions

TRUPTrupanion, Inc.$29.83Mreported value+164.9K shares+26.1%NFLXNetflix, Inc.$29.52Mreported value+2.9K shares+3.2%WORKSlack Technologies Inc$6.40Mreported value+44.5K shares+18.5%TWTRTwitter Inc.$6.32Mreported value+108.3K shares+122.0%

Reduced positions

BAMBrookfield Corporation$40.01Mreported value-32.7K shares-4.5%AMZNAmazon.com Inc$25.92Mreported value-1.7K shares-10.9%KKRKkr & Co. Inc.$20.02Mreported value-71.4K shares-9.4%GOOGAlphabet Inc.$16.98Mreported value-60 shares