13F filing recap · Q1 2021

What did Greenlea Lane Capital buy in Q1 2021?

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

Stock value

$238.60M

Positions

Estimated turnover

8.9%

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

CRMSalesforce, Inc.$42.66Mreported value+20.7K shares+11.5%

Reduced positions

BAMBrookfield Corporation$43.91Mreported value-26.5K shares-2.6%HUBSHubspot Inc$29.72Mreported value-1.8K shares-2.6%AMZNAmazon.com Inc$22.12Mreported value-193 shares-2.6%GOOGLAlphabet Inc.$20.87Mreported value-3.1K shares