Josh Tarasoff

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All superinvestors

Josh Tarasoff

Greenlea Lane Capital · Quality

13F for Q2 2026 · filed Aug 14, 2026View on SEC

Filing quarter

Portfolio value

$364.2M

+5.8% vs Q1 2026

Positions

+1 new · 0 sold out

Top 10 concentration

100.0%

Highly concentrated

Track record vs S&P 500

1, 3 and 5-year returns of this portfolio

Top 10 holdings

AMZN
18.4%
BN
16.3%
BRK-A
12.9%
MKL
10.9%
SGOV
10.6%
GOOGL
9.8%
TSLA
5.5%
NFLX
5.4%
TRUP
5.3%
SPOT
5.0%

Biggest moves

Largest trades by estimated dollar size vs Q1 2026

Bought

SPOT
~$18.1M traded
New buy

Sold

AMZN
~$7.7M traded
Reduced-10%
MKL
~$4.4M traded
Reduced-10.0%
TSLA
~$3.1M traded
Reduced-13%
NFLX
~$260K traded
Reduced-1.3%

Holdings & activity

Q2 2026 vs Q1 2026

	Activity				Reported price
AMZN Amazon Com Inc	Reduced-10%	312.5K → 280.4K	18.35% -0.56 pp	$66.8M	$238.34	$270.87 +13.7%
BN Brookfield Corp	Unchanged	1.39M → 1.39M	16.29% -0.08 pp	$59.3M	$42.59	$42.39 -0.5%
BRK-A Berkshire Hathaway Inc Del	Unchanged	63 → 63	12.95% -0.19 pp	$47.2M	$748850.00	$875655.00 +16.9%
MKL Markel Group Inc	Reduced-10.0%	22.6K → 20.3K	10.89% -1.65 pp	$39.7M	$1953.01	$1974.45 +1.1%
SGOV Ishares Tr	Unchanged	383.0K → 383.0K	10.59% -0.61 pp	$38.6M	$100.67	$100.52 -0.1%
GOOGL Alphabet Inc	Unchanged	100.0K → 100.0K	9.82% +1.46 pp	$35.7M	$357.37	$287.38 -19.6%
TSLA Tesla Inc	Reduced-13%	54.7K → 47.4K	5.47% -0.44 pp	$19.9M	$420.60	$379.78 -9.7%
NFLX Netflix Inc.	Reduced-1.3%	279.5K → 275.8K	5.41% -2.39 pp	$19.7M	$71.40	$63.26 -11.4%
TRUP Trupanion Inc	Unchanged	776.5K → 776.5K	5.28% -0.50 pp	$19.2M	$24.77	$34.26 +38.3%
SPOT Spotify Technology S A	New buy	– → 39.4K	4.96% +4.96 pp	$18.1M	$459.13	$606.22 +32.0%

AMZN

Amazon Com Inc

Reduced-10%

Portfolio

18.35%

312.5K → 280.4K

Since Q-end

+13.7%

Brookfield Corp

Unchanged

Portfolio

16.29%

1.39M → 1.39M

Since Q-end

-0.5%

BRK-A

Berkshire Hathaway Inc Del

Unchanged

Portfolio

12.95%

63 → 63

Since Q-end

+16.9%

MKL

Markel Group Inc

Reduced-10.0%

Portfolio

10.89%

22.6K → 20.3K

Since Q-end

+1.1%

SGOV

Ishares Tr

Unchanged

Portfolio

10.59%

383.0K → 383.0K

Since Q-end

-0.1%

GOOGL

Alphabet Inc

Unchanged

Portfolio

9.82%

100.0K → 100.0K

Since Q-end

-19.6%

TSLA

Tesla Inc

Reduced-13%

Portfolio

5.47%

54.7K → 47.4K

Since Q-end

-9.7%

NFLX

Netflix Inc.

Reduced-1.3%

Portfolio

5.41%

279.5K → 275.8K

Since Q-end

-11.4%

TRUP

Trupanion Inc

Unchanged

Portfolio

5.28%

776.5K → 776.5K

Since Q-end

+38.3%

SPOT

Spotify Technology S A

New buy

Portfolio

4.96%

0 → 39.4K

Since Q-end

+32.0%

Source: SEC Form 13F-HR (CIK 0001766504). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.

All superinvestors

Josh Tarasoff

Greenlea Lane Capital · Quality

13F for Q2 2026 · filed Aug 14, 2026View on SEC

Filing quarter

Portfolio value

$364.2M

+5.8% vs Q1 2026

Positions

+1 new · 0 sold out

Top 10 concentration

100.0%

Highly concentrated

Track record vs S&P 500

1, 3 and 5-year returns of this portfolio

Top 10 holdings

AMZN
18.4%
BN
16.3%
BRK-A
12.9%
MKL
10.9%
SGOV
10.6%
GOOGL
9.8%
TSLA
5.5%
NFLX
5.4%
TRUP
5.3%
SPOT
5.0%

Biggest moves

Largest trades by estimated dollar size vs Q1 2026

Bought

SPOT
~$18.1M traded
New buy

Sold

AMZN
~$7.7M traded
Reduced-10%
MKL
~$4.4M traded
Reduced-10.0%
TSLA
~$3.1M traded
Reduced-13%
NFLX
~$260K traded
Reduced-1.3%

Holdings & activity

Q2 2026 vs Q1 2026

	Activity				Reported price
AMZN Amazon Com Inc	Reduced-10%	312.5K → 280.4K	18.35% -0.56 pp	$66.8M	$238.34	$270.87 +13.7%
BN Brookfield Corp	Unchanged	1.39M → 1.39M	16.29% -0.08 pp	$59.3M	$42.59	$42.39 -0.5%
BRK-A Berkshire Hathaway Inc Del	Unchanged	63 → 63	12.95% -0.19 pp	$47.2M	$748850.00	$875655.00 +16.9%
MKL Markel Group Inc	Reduced-10.0%	22.6K → 20.3K	10.89% -1.65 pp	$39.7M	$1953.01	$1974.45 +1.1%
SGOV Ishares Tr	Unchanged	383.0K → 383.0K	10.59% -0.61 pp	$38.6M	$100.67	$100.52 -0.1%
GOOGL Alphabet Inc	Unchanged	100.0K → 100.0K	9.82% +1.46 pp	$35.7M	$357.37	$287.38 -19.6%
TSLA Tesla Inc	Reduced-13%	54.7K → 47.4K	5.47% -0.44 pp	$19.9M	$420.60	$379.78 -9.7%
NFLX Netflix Inc.	Reduced-1.3%	279.5K → 275.8K	5.41% -2.39 pp	$19.7M	$71.40	$63.26 -11.4%
TRUP Trupanion Inc	Unchanged	776.5K → 776.5K	5.28% -0.50 pp	$19.2M	$24.77	$34.26 +38.3%
SPOT Spotify Technology S A	New buy	– → 39.4K	4.96% +4.96 pp	$18.1M	$459.13	$606.22 +32.0%

AMZN

Amazon Com Inc

Reduced-10%

Portfolio

18.35%

312.5K → 280.4K

Since Q-end

+13.7%

Brookfield Corp

Unchanged

Portfolio

16.29%

1.39M → 1.39M

Since Q-end

-0.5%

BRK-A

Berkshire Hathaway Inc Del

Unchanged

Portfolio

12.95%

63 → 63

Since Q-end

+16.9%

MKL

Markel Group Inc

Reduced-10.0%

Portfolio

10.89%

22.6K → 20.3K

Since Q-end

+1.1%

SGOV

Ishares Tr

Unchanged

Portfolio

10.59%

383.0K → 383.0K

Since Q-end

-0.1%

GOOGL

Alphabet Inc

Unchanged

Portfolio

9.82%

100.0K → 100.0K

Since Q-end

-19.6%

TSLA

Tesla Inc

Reduced-13%

Portfolio

5.47%

54.7K → 47.4K

Since Q-end

-9.7%

NFLX

Netflix Inc.

Reduced-1.3%

Portfolio

5.41%

279.5K → 275.8K

Since Q-end

-11.4%

TRUP

Trupanion Inc

Unchanged

Portfolio

5.28%

776.5K → 776.5K

Since Q-end

+38.3%

SPOT

Spotify Technology S A

New buy

Portfolio

4.96%

0 → 39.4K

Since Q-end

+32.0%