Josh Tarasoff Portfolio: Greenlea Lane Capital 13F Holdings (Q2 2026)
Checked against SEC EDGAR
Greenlea Lane Capital reported 10 stock positions worth $364.2M as of Jun 30, 2026 in its 13F filed Aug 14, 2026. The top 10 make up 100% of the reported portfolio. Changes are compared with Q1 2026: 1 new, 0 added, 4 reduced, 0 sold out.
13F filings are due 45 days after each quarter ends, so these holdings can be up to four and a half months old by the time they are public. They list US-listed stocks and some other securities only: no shorts, cash, bonds or non-US shares, and options are left out here. This is a record of public filings, not investment advice.
Holdings
| Ticker | Company | % of portfolio | Value | Shares | Change compared with Q1 2026 |
|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 18.35% | $66.8M | 280,350 | Reduced 10% |
| BN | BROOKFIELD CORP | 16.29% | $59.3M | 1,392,742 | No change |
| BRK-A | BERKSHIRE HATHAWAY INC DEL | 12.95% | $47.2M | 63 | No change |
| MKL | MARKEL GROUP INC | 10.89% | $39.7M | 20,305 | Reduced 10% |
| SGOV | ISHARES TR | 10.59% | $38.6M | 383,000 | No change |
| GOOGL | ALPHABET INC | 9.82% | $35.7M | 100,035 | No change |
| TSLA | TESLA INC | 5.47% | $19.9M | 47,390 | Reduced 13% |
| NFLX | NETFLIX INC. | 5.41% | $19.7M | 275,835 | Reduced 1% |
| TRUP | TRUPANION INC | 5.28% | $19.2M | 776,490 | No change |
| SPOT | SPOTIFY TECHNOLOGY S A | 4.96% | $18.1M | 39,370 | New position |
Geopolitical news on Josh Tarasoff’s top holdings
- Why AI’s Billions in Spending Are Hard to Spot in GDP Data AMZN, GOOGL
- The real way to tell if Amazon’s AI spending is paying off AMZN, GOOGL
- UBS sees buying opportunity in China AI tech stocks after selloff AMZN, GOOGL
- NJ holiday shoppers in 2026 will cut back or take on debt, experts say AMZN
- Professor shares insights on ND and the church’s role in conversations of AI and dignity AMZN, GOOGL
- Hyperscalers Are Still Spending. TE Connectivity Earnings Top Estimates. AMZN, GOOGL
- AI stocks rally as SK Hynix jumps 11%, Micron and Sandisk gain 4% AMZN, GOOGL
- Enhancing pipeline integrity management with artificial intelligence and integrated technologies AMZN, GOOGL
- S&P 500, Nasdaq Futures Mixed Ahead Of Fed Decision, Big Tech Earnings: GOOGL, MSFT, HOOD, SOFI In Focus AMZN, GOOGL
- Fed decision and Alphabet, Microsoft, Amazon earnings could shake up the AI trade over the next 48 hours AMZN, GOOGL
Source: SEC EDGAR filing 0001420506-26-001649 (CIK 1766504). Values are as reported in the filing.