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← Josh Tarasoff

Josh Tarasoff's 2024Q3 portfolio

Josh Tarasoff (Greenlea Lane Capital) held 7 positions as of Sep 30, 2024, with the largest position at 21.2% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2024Q3but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Sep 30, 2024 (7)

  1. 1AMZNAmazon.com Inc
    % port
    21.2%
    -4.4pp vs prior Qnow 18.9%
  2. 2BNBrookfield Corp
    % port
    16.7%
    -0.8pp vs prior Qnow 16.4%
  3. 3BRK/ABerkshire Hathaway Inc-cl A
    % port
    14.9%
    +3.0pp vs prior Qnow 13.1%
  4. 4TRUPTrupanion Inc
    % port
    13.9%
    +5.0pp vs prior Qnow 5.8%
  5. 5MKLMarkel Group Inc
    % port
    10.7%
    +0.9pp vs prior Qnow 12.5%
  6. 6TSLATesla Inc
    % port
    7.7%
    +1.4pp vs prior Qnow 5.9%
  7. 7GOOGLAlphabet Inc-cl A
    % port
    5.6%
    now 8.4%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.