GL
Greenlea Lane Capital Partners LP Historical SEC 13F Holdings & Archive (Q1 2021)
Greenlea Lane Capital Partners LPCIK: 0001413048
Quality / disciplined sizingSector-focusedLong-term holder
Total reported value
$238.6M
Reporting period: 2021-03-31 · Number of holdings: 9
GREENLEA LANE CAPITAL PARTNERS LP disclosed 9 holdings in its latest 13F filing for the period ending 2021-03-31, with total reported value of $238.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 51.34
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 85.67
- Diversification
- 18
- Sizing Uniformity
- 95.82
Greenlea Lane Capital Partners LP's disclosed holdings carry a Herfindahl concentration index of 0.128 — mathematically equivalent to about 8 equally-sized positions, close to its 9 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.42), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BAM | Brookfield Asset Management Ltd. | Stock-Financials | 18.40% | — | — | — |
| 2 | CRM | Salesforce Inc | Stock-Tech | 17.88% | — | — | — |
| 3 | TRUP | Trupanion Inc | Stock-Other | 13.05% | — | — | — |
| 4 | HUBS | Hubspot Inc | Stock-Tech | 12.46% | — | — | — |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.27% | — | — | — |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 8.75% | — | — | — |
| 7 | NFLX | Netflix Inc | Stock-Comm Services | 7.71% | — | — | — |
| 8 | WORK | Slack Technologies Inc- Cl A | Stock-Other | 6.32% | — | — | — |
| 9 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 6.16% | — | — | — |
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is Greenlea Lane Capital Partners LP and what type of investor is it?
Greenlea Lane Capital Partners LP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2021-03-31), the firm manages a tracked equity portfolio valued at approximately $238.6M, spread across 9 disclosed positions.
What are Greenlea Lane Capital Partners LP's largest equity positions?
Based on the latest 13F filing, Greenlea Lane Capital Partners LP's top holdings by market value are:
1. Brookfield Asset Management Ltd. (BAM) — $43.9M (18.4%)
2. Salesforce Inc (CRM) — $42.7M (17.9%)
3. Trupanion Inc (TRUP) — $31.1M (13.1%)
4. Hubspot Inc (HUBS) — $29.7M (12.5%)
5. Amazon.com Inc (AMZN) — $22.1M (9.3%)
What changes did Greenlea Lane Capital Partners LP make in its most recent portfolio filing?
No notable portfolio changes were recorded for Greenlea Lane Capital Partners LP in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Greenlea Lane Capital Partners LP focus on?
Greenlea Lane Capital Partners LP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.6%
• Communication Services: 28.1%
• Financials: 22.8%
• Consumer Discretionary: 11.5%
Investment Profile
Greenlea Lane Capital Partners LP's portfolio is moderately concentrated and long-term-holding, with 37.6% of the portfolio concentrated in Information Technology.
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