13F filing recap · Q1 2022

What did Greenlea Lane Capital buy in Q1 2022?

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

Stock value

$358.91M

Positions

Estimated turnover

37.5%

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

SHOPShopify Inc.$41.83Mreported value+61.9K shares MNDYMonday.com Ltd.$13.12Mreported value+83.0K shares

Increased positions

AMZNAmazon.com Inc$67.43Mreported value+10.8K shares+108.6%CRMSalesforce, Inc.$64.38Mreported value+40.6K shares+15.5%BAMBrookfield Corporation$53.42Mreported value+30.0K shares+3.3%GOOGLAlphabet Inc.$30.23Mreported value+1.5K shares

Reduced positions

PTONPeloton Interactive, Inc.$11.43Mreported value-326.6K shares-43.0%