Josh Tarasoff - Greenlea Lane Capital

Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    9
Portfolio value:    $344,294,052

Holdings Activity Buys Sells History

Period	Portfolio Value	Top 20 holdings history (left to right)
2026 Q1	$344 M	AMZN	BN	BRK.A	MKL	SGOV	GOOGL	NFLX	TSLA	TRUP
2025 Q4	$343 M	AMZN	BN	BRK.A	MKL	GOOGL	TRUP	TSLA	BUR
2025 Q3	$343 M	AMZN	BN	BRK.A	MKL	TSLA	TRUP	GOOGL	BUR
2025 Q2	$355 M	AMZN	BN	BRK.A	BUR	MKL	TRUP	TSLA	GOOGL
2025 Q1	$289 M	AMZN	BRK.A	BN	MKL	TRUP	TSLA	GOOGL	BUR
2024 Q4	$332 M	AMZN	BN	BRK.A	TRUP	MKL	TSLA	GOOGL	BUR
2024 Q3	$330 M	AMZN	BN	BRK.A	TRUP	MKL	TSLA	GOOGL	MSFT	BUR
2024 Q2	$366 M	AMZN	BN	BRK.A	MSFT	MKL	TRUP	TSLA	GOOGL	BUR
2024 Q1	$353 M	AMZN	BN	BRK.A	MSFT	MKL	SHOP	MNDY	GOOGL	BUR	TRUP
2023 Q4	$323 M	AMZN	BN	BRK.A	MSFT	MKL	SHOP	GOOGL	MNDY	BUR	TRUP
2023 Q3	$279 M	AMZN	BN	MKL	GOOGL	MSFT	MNDY	SHOP	BUR	TRUP
2023 Q2	$274 M	AMZN	BN	MKL	MSFT	GOOGL	SPOT	MNDY	SHOP	BUR	TRUP
2023 Q1	$251 M	AMZN	BN	GOOGL	MSFT	CRM	SPOT	SHOP	MNDY	BUR	MKL	BAM	TRUP
2022 Q4	$210 M	AMZN	BN	CRM	GOOGL	NFLX	SHOP	SPOT	BUR	MNDY	BAM	TRUP
2022 Q3	$275 M	AMZN	CRM	BAM.A	GOOGL	NFLX	SHOP	SPOT	TRUP	MNDY	BUR
2022 Q2	$251 M	AMZN	CRM	BAM.A	GOOGL	SHOP	NFLX	TRUP	SPOT	MNDY	BUR
2022 Q1	$359 M	AMZN	CRM	BAM.A	SHOP	GOOGL	NFLX	SPOT	TRUP	MNDY	PTON	BUR
2021 Q4	$308 M	CRM	BAM.A	SPOT	AMZN	TRUP	NFLX	GOOGL	PTON	BUR
2021 Q3	$306 M	CRM	BAM.A	SPOT	TRUP	AMZN	NFLX	TWTR	GOOGL	HUBS
2021 Q2	$333 M	CRM	TRUP	BAM.A	SPOT	HUBS	AMZN	TWTR	NFLX	GOOGL	WORK
2021 Q1	$239 M	BAM.A	CRM	TRUP	HUBS	AMZN	GOOGL	NFLX	WORK	SPOT
2020 Q4	$267 M	TRUP	BAM.A	CRM	SPOT	HUBS	AMZN	GOOGL	NFLX	WORK
2020 Q3	$235 M	CRM	TRUP	BAM.A	AMZN	NFLX	SPOT	HUBS	META	WORK
2020 Q2	$187 M	TRUP	CRM	AMZN	BAM.A	NFLX	SPOT	META	WORK
2020 Q1	$152 M	AMZN	BAM.A	TRUP	NFLX	GOOGL	CRM	META	SPOT	WORK
2019 Q4	$178 M	BAM.A	TRUP	NFLX	AMZN	KKR	META	SFIX	SPOT	WORK
2019 Q3	$153 M	BAM.A	AMZN	NFLX	KKR	TRUP	META	SPOT	SFIX	WORK
2019 Q2	$182 M	BAM.A	AMZN	TRUP	KKR	NFLX	META	SHAK	SPOT	SFIX
2019 Q1	$168 M	BAM.A	AMZN	TRUP	NFLX	KKR	W	SHAK	SPOT	SFIX
2018 Q4	$103 M	BAM.A	AMZN	KKR	TRUP	NFLX	SHAK	W	SPOT