Josh Tarasoff
Greenlea Lane Capital Management · Concentrated quality compounding Runs a concentrated, long-term equity partnership focused on a small number of high-quality compounding businesses.
Showing all 10 reported 13(f) positions; TradingPilot links only the 4 matching its curated universe — a licensed CUSIP↔ticker database was not used. Unmapped positions render as plain text, exactly as filed.
Portfolio allocation (reported 13F equity)
Long US-listed equity positions only; options excluded.
- AMZN18.3%
- BROOKFIELD CORP16.3%
- BERKSHIRE HATHAWAY INC DEL13.0%
- MARKEL GROUP INC10.9%
- ISHARES TR10.6%
- GOOGL9.8%
- TSLA5.5%
- NFLX5.4%
- TRUPANION INC5.3%
- SPOTIFY TECHNOLOGY S A5.0%
Reported 13F equity value — not a return, not AUM
Long US-listed equity positions only; filed with a ~45-day lag.
| # | Ticker | Security (as filed) | % of 13F | Shares | Reported price | Current | Value | Activity |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 18.3% | 280,350 | $238.34 | $243.79 +2.3% | $66.8M | Trimmed −10% |
| 2 | — | BROOKFIELD CORP | 16.3% | 1,392,742 | $42.59 | — | $59.3M | Held +0% |
| 3 | — | BERKSHIRE HATHAWAY INC DEL | 13.0% | 63 | $748,850.00 | — | $47.2M | Held +0% |
| 4 | — | MARKEL GROUP INC | 10.9% | 20,305 | $1,953.01 | — | $39.7M | Trimmed −10% |
| 5 | — | ISHARES TR | 10.6% | 383,000 | $100.67 | — | $38.6M | Held +0% |
| 6 | GOOGL | ALPHABET INC | 9.8% | 100,035 | $357.37 | $283.82 -20.6% | $35.7M | Held +0% |
| 7 | TSLA | TESLA INC | 5.5% | 47,390 | $420.60 | $403.30 -4.1% | $19.9M | Trimmed −13% |
| 8 | NFLX | NETFLIX INC. | 5.4% | 275,835 | $71.40 | $62.05 -13.1% | $19.7M | Trimmed −1% |
| 9 | — | TRUPANION INC | 5.3% | 776,490 | $24.77 | — | $19.2M | Held +0% |
| 10 | — | SPOTIFY TECHNOLOGY S A | 5.0% | 39,370 | $459.13 | — | $18.1M | New |
Reported price = value ÷ shares at the quarter-end — an average, NOT the manager's buy/sell price.
Current shows the stock's price change since the filing quarter-end (mapped names only) — it is the STOCK's move, not the manager's realized return (we don't know their cost basis or whether they still hold).
TradingPilot analysis of the reported 13F equity book
As of 2026Q2, Josh Tarasoff's reported 13F book holds 10 equity positions; the top 5 are 69% of it.
- AMAZON COM INC (AMZN) — 18.3% of 13F
- BROOKFIELD CORP — 16.3% of 13F
- BERKSHIRE HATHAWAY INC DEL — 13.0% of 13F
- MARKEL GROUP INC — 10.9% of 13F
- ISHARES TR — 10.6% of 13F
This quarter: 1 new, 0 added, 4 trimmed, 0 sold out.
- AMAZON COM INC (AMZN) — Trimmed (−32,180 sh)
- TESLA INC (TSLA) — Trimmed (−7,345 sh)
- NETFLIX INC. (NFLX) — Trimmed (−3,645 sh)
- MARKEL GROUP INC — Trimmed (−2,250 sh)