Josh Tarasoff (Greenlea Lane Capital) portfolio: Q2 2026 13F
Every US-listed position Greenlea Lane Capital reported in its 13F for Q2 2026, the quarter ended Jun 30, 2026, filed with the SEC on Aug 14, 2026. 10 positions at the quarter end, after opening 1 and exiting 0 during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| AMZN | Amazon.com Inc | 18.35% | $66.82M | 280,350 | Trimmed |
| BN | Brookfield Corp | 16.29% | $59.32M | 1,392,742 | Unchanged |
| BRK-A | Berkshire Hathaway Inc | 12.95% | $47.18M | 63 | Unchanged |
| MKL | Markel Group Inc. | 10.89% | $39.66M | 20,305 | Trimmed |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 10.59% | $38.56M | 383,000 | Unchanged |
| GOOGL | Alphabet Inc. | 9.82% | $35.75M | 100,035 | Unchanged |
| TSLA | Tesla, Inc. | 5.47% | $19.93M | 47,390 | Trimmed |
| NFLX | Netflix Inc | 5.41% | $19.69M | 275,835 | Trimmed |
| TRUP | Trupanion, Inc. | 5.28% | $19.23M | 776,490 | Unchanged |
| SPOT | Spotify Technology S.A. | 4.96% | $18.08M | 39,370 | New |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | AMZN | Amazon.com Inc | -32,180 | $66.82M |
| Trimmed | MKL | Markel Group Inc. | -2,250 | $39.66M |
| Trimmed | TSLA | Tesla, Inc. | -7,345 | $19.93M |
| Trimmed | NFLX | Netflix Inc | -3,645 | $19.69M |
| New | SPOT | Spotify Technology S.A. | +39,370 | $18.08M |
About these holdings
The 13F on record for Josh Tarasoff (Greenlea Lane Capital), filed on Aug 14, 2026, reports 10 positions as of Jun 30, 2026. The largest is Amazon.com Inc (AMZN) at 18.4% of the reported portfolio, followed by Brookfield Corp (BN, 16.3%) and Berkshire Hathaway Inc (BRK-A, 12.9%). The three largest make up 47.6% of it. Against the previous quarter, it opened 1 new position and trimmed 4. The new position is Spotify Technology S.A. (SPOT), at 5.0% of the portfolio.
Amazon.com Inc (AMZN), the largest position, is also held by 32 other investors tracked here. Of those, AltaRock Partners, Seth Klarman, Dennis Hong and David Tepper hold the most of it as a share of their own portfolios. It is also the largest position of George Soros, David Tepper, Seth Klarman and AltaRock Partners.
Other investors
Bryan LawrencePat DorseyGlenn WellingDennis HongAltaRock PartnersDavid AbramsJohn PaulsonChris Hohn