Josh Tarasoff, Greenlea Lane Capital
Portfolio USD 364,214,000 across 10 positions as of 2026 Q2; history from 2018 Q4. Source: quarterly 13F filings via dataroma.com.
Positions, 2026 Q2
- AMZN Amazon.com Inc.: 18% of portfolio, USD 66,819,000, reduce -10.3%
- BN Brookfield Corp.: 16% of portfolio, USD 59,317,000, hold
- BRK.A Berkshire Hathaway CL A: 13% of portfolio, USD 47,178,000, hold
- MKL Markel Group Inc.: 11% of portfolio, USD 39,656,000, reduce -9.98%
- SGOV Ishares 0 3 Month Treasury B: 11% of portfolio, USD 38,557,000, hold
- GOOGL Alphabet Inc.: 9.8% of portfolio, USD 35,750,000, hold
- TSLA Tesla Inc.: 5.5% of portfolio, USD 19,932,000, reduce -13.42%
- NFLX Netflix Inc.: 5.4% of portfolio, USD 19,695,000, reduce -1.3%
- TRUP Trupanion Inc.: 5.3% of portfolio, USD 19,234,000, hold
- SPOT Spotify Technology S.A.: 5.0% of portfolio, USD 18,076,000, new
Portfolio value, all published quarters
- 2018 Q4: USD 102,766,926
- 2019 Q1: USD 168,137,453
- 2019 Q2: USD 181,794,727
- 2019 Q3: USD 168,120,833
- 2019 Q4: USD 194,743,784
- 2020 Q1: USD 152,308,285
- 2020 Q2: USD 209,348,133
- 2020 Q3: USD 259,932,339
- 2020 Q4: USD 267,124,927
- 2021 Q1: USD 238,602,415
- 2021 Q2: USD 333,104,811
- 2021 Q3: USD 305,937,293
- 2021 Q4: USD 308,202,537
- 2022 Q1: USD 358,912,528
- 2022 Q2: USD 251,156,871
- 2022 Q3: USD 274,923,116
- 2022 Q4: USD 210,098,908
- 2023 Q1: USD 250,548,993
- 2023 Q2: USD 274,207,601
- 2023 Q3: USD 279,152,944
- 2023 Q4: USD 322,914,295
- 2024 Q1: USD 353,097,969
- 2024 Q2: USD 366,341,696
- 2024 Q3: USD 329,501,273
- 2024 Q4: USD 331,656,629
- 2025 Q1: USD 289,433,039
- 2025 Q2: USD 355,448,869
- 2025 Q3: USD 342,962,558
- 2025 Q4: USD 342,620,396
- 2026 Q1: USD 344,260,032
- 2026 Q2: USD 364,214,000