Josh Tarasoff portfolio
Every US-listed position Greenlea Lane Capital reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-14. 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 | - |
| BRK-A | Berkshire Hathaway Inc | 12.95% | $47.18M | 63 | - |
| 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 | - |
| GOOGL | Alphabet Inc. | 9.82% | $35.75M | 100,035 | - |
| 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 | - |
| 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 |
Other investors
Bryan LawrencePat DorseyGlenn WellingDennis HongAltaRock PartnersDavid AbramsJohn PaulsonChris Hohn