Josh Tarasoff

Net selling

Greenlea Lane Capital Management, Llc — managed by Josh Tarasoff; US equity positions disclosed quarterly via SEC 13F

Data as of 2026-06-30 (filed 2026-08-14) · Source: SEC EDGAR

Portfolio value$364.2M (+6%)

Holdings10 (+1)

Top holdingAmazon Com Inc

Below band0

New

Added

Exited

By what price implies: 3 demand a demanding growth rate, 1 modest.

13F · concentration

Lonely conviction

Held by ≤2 tracked superinvestors, each ≥3% of this portfolio (as of 2026-06-30):

Trupanion IncTRUP5% · 2

SEC 13F · latest filing

Holdings

Security	Value	Valuation	Holders	Shares	Weight	Signal
Amazon Com IncAMZN	$66.8M	—	39	280,350	18.3%	Core 8q
Brookfield CorpBN	$59.3M	—	8	1,392,742	16.3%	—
Berkshire Hathaway IncBRK.A	$47.2M	—	17	63	13.0%	Core 8q
Markel Group IncMKL	$39.7M	—	6	20,305	10.9%	Core 8q
Ishares TrSGOV	$38.6M	—	4	383,000	10.6%	—
Alphabet IncGOOGL	$35.7M	—	41	100,035	9.8%	—
Tesla IncTSLA	$19.9M	—	6	47,390	5.5%	—
Netflix IncNFLX	$19.7M	—	12	275,835	5.4%	—
Trupanion IncTRUP	$19.2M	—	2	776,490	5.3%	—
Spotify Technology S ASPOT	$18.1M	—	9	39,370	5.0%	Big new

Amazon Com IncAMZNCore 8q
Value$66.8MValuation—Holders39Weight18.3%
Brookfield CorpBN—
Value$59.3MValuation—Holders8Weight16.3%
Berkshire Hathaway IncBRK.ACore 8q
Value$47.2MValuation—Holders17Weight13.0%
Markel Group IncMKLCore 8q
Value$39.7MValuation—Holders6Weight10.9%
Ishares TrSGOV—
Value$38.6MValuation—Holders4Weight10.6%
Alphabet IncGOOGL—
Value$35.7MValuation—Holders41Weight9.8%
Tesla IncTSLA—
Value$19.9MValuation—Holders6Weight5.5%
Netflix IncNFLX—
Value$19.7MValuation—Holders12Weight5.4%
Trupanion IncTRUP—
Value$19.2MValuation—Holders2Weight5.3%
Spotify Technology S ASPOTBig new
Value$18.1MValuation—Holders9Weight5.0%

What is a superinvestor

About this investor

Portfolio overview

Greenlea Lane Capital Management, Llc's most recent 13F filing, for the quarter ended 2026-06-30, reports 10 positions worth $364.2M. The top 5 holdings represent 69% of that value, a concentrated portfolio.

The single largest position is Amazon Com Inc at 18.3% of the portfolio, followed by Brookfield Corp at 16.3% and Berkshire Hathaway Inc at 13.0%.

Against the prior quarter, Josh Tarasoff opened 1 new position, exited 0, added to 0, and trimmed 4. The largest new buy was Spotify Technology S A.

Across all 8 quarters on file, Amazon Com Inc has appeared in every filing, as has Berkshire Hathaway Inc. Amazon Com Inc currently ranks first by value.

A 13F is filed roughly 45 days after quarter-end and covers only long positions in US-listed equities, so it is a lagging and partial view of the portfolio. Source: SEC EDGAR.

Josh Tarasoff has no positions in the strike zone right now. Browse the whole market by value band

Sources· SEC EDGAR 13F as of 2026-06-30 · filed 2026-08-14

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