13F HOLDINGS REPORT
GREENLEA LANE CAPITAL MANAGEMENT, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001420506-23-001538
Total Value
$274.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 548,165 | $71.5M | 26.06% |
| 2 | BROOKFIELD CORP | 11271J107 | 1,309,230 | $44.1M | 16.07% |
| 3 | MARKEL GROUP INC | MKL | 24,125 | $33.4M | 12.17% |
| 4 | MICROSOFT CORP | MSFT | 89,640 | $30.5M | 11.13% |
| 5 | ALPHABET INC | GOOG | 194,925 | $23.3M | 8.51% |
| 6 | SPOTIFY TECHNOLOGY S A | SPOT | 122,045 | $19.6M | 7.15% |
| 7 | MONDAY COM LTD | MNDY | 112,940 | $19.3M | 7.05% |
| 8 | SHOPIFY INC | SHOP | 262,880 | $17.0M | 6.19% |
| 9 | BURFORD CAP LTD | BUR | 785,758 | $9.6M | 3.49% |
| 10 | TRUPANION INC | TRUP | 301,470 | $5.9M | 2.16% |