Featured 13F manager
Greenlea Lane Capital Management, LLC Josh Tarasoff
- $364M
- 10 Positions
- 2026 Q2
- +5.8% QoQ
- Top 5 69.0%
Portfolio
top 5 69.0% · top 10 100.0%
- AMZN - Amazon 18.3%
- BN - Brookfield · CL A 16.3%
- BRK.A - Berkshire Hathaway · CL A 12.9%
- MKL - Markel Group 10.9%
- SGOV - Ishares Tr 10.6%
- GOOGL - Alphabet · CL A 9.8%
- TSLA - Tesla 5.5%
- NFLX - Netflix 5.4%
- TRUP - Trupanion 5.3%
- SPOT - Spotify Technology S A 5.0%
AUM over time
Book
| AMZN - Amazon | 24.96% | Hold | 548,165 | $127.12 | $70M | — | — |
| BN - Brookfield · CL A | 17.48% | Add +19.2% | 1,560,009 | $31.27 | $49M | +250,779 | +$5M |
| MKL - Markel Group | 17.10% | Add +34.4% | 32,425 | $1,472 | $48M | +8,300 | +$14M |
| GOOGL - Alphabet · CL A | 10.75% | Add +17.7% | 229,410 | $130.86 | $30M | +34,485 | +$7M |
| MSFT - Microsoft | 10.14% | Hold | 89,640 | $315.75 | $28M | — | — |
| MNDY - Monday | 6.44% | Hold | 112,940 | $159.22 | $18M | — | — |
| SHOP - Shopify · CL A | 5.14% | Hold | 262,880 | $54.57 | $14M | — | — |
| Burford Cap | 4.94% | Add +25.3% | 984,468 | $14.00 | $14M | +198,710 | +$4M |
| TRUP - Trupanion | 3.05% | Hold | 301,470 | $28.20 | $9M | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| SPOT - Spotify Technology S A | 7.15% | Exit | 0 | $160.55 | $20M | −122,045 | −$20M |
Filings history
20 periods · normalized AUM · open a period for holdings
| Period | Holdings | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 10 | $364M | +5.8% | 13F-HR | 8/14/2026 | 000142050626001649 |
| 2026 Q1 | 9 | $344M | +0.3% | 13F-HR | 5/11/2026 | 000142050626000887 |
| 2025 Q4 | 8 | $343M | 0.0% | 13F-HR | 2/17/2026 | 000142050626000460 |
| 2025 Q3 | 8 | $343M | −3.4% | 13F-HR | 11/14/2025 | 000142050625003244 |
| 2025 Q2 | 8 | $355M | — | RESTATEMENT | 8/14/2025 | 000142050625002187 |
| 2025 Q2 | 8 | $355M | +22.8% | 13F-HR | 8/14/2025 | 000142050625001997 |
| 2025 Q1 | 8 | $289M | −13.0% | 13F-HR | 5/13/2025 | 000142050625001012 |
| 2024 Q4 | 8 | $332M | +0.6% | 13F-HR | 2/14/2025 | 000142050625000474 |
| 2024 Q3 | 9 | $330M | −9.8% | 13F-HR | 11/14/2024 | 000142050624002439 |
| 2024 Q2 | 9 | $366M | +3.7% | 13F-HR | 8/14/2024 | 000142050624001499 |
| 2024 Q1 | 10 | $353M | +9.3% | 13F-HR | 5/15/2024 | 000142050624000906 |
| 2023 Q4 | 10 | $323M | +15.8% | 13F-HR | 2/14/2024 | 000142050624000337 |
| 2023 Q3 | 9 | $279M | +1.8% | 13F-HR | 11/14/2023 | 000142050623002082 |
| 2023 Q2 | 10 | $274M | +9.2% | 13F-HR | 8/14/2023 | 000142050623001538 |
| 2023 Q1 | 12 | $251M | +19.5% | 13F-HR | 5/15/2023 | 000142050623001048 |
| 2022 Q4 | 11 | $210M | −23.6% | 13F-HR | 2/14/2023 | 000142050623000511 |
| 2022 Q3 | 10 | $275M | +9.6% | 13F-HR | 11/14/2022 | 000142050622002083 |
| 2022 Q2 | 10 | $251M | −30.1% | 13F-HR | 8/15/2022 | 000142050622001634 |
| 2022 Q1 | 11 | $359M | +16.6% | 13F-HR | 5/16/2022 | 000142050622000958 |
| 2021 Q4 | 9 | $308M | +0.7% | 13F-HR | 2/14/2022 | 000142050622000333 |
| 2021 Q3 | 9 | $306M | — | 13F-HR | 11/15/2021 | 000142050621001584 |
About
Greenlea Lane Capital Management, LLC
21 processed 13Fs on this site · 2021 Q3–2026 Q2