# Greenlea Lane Capital portfolio: Q2 2026 13F holdings

Josh Tarasoff’s Greenlea Lane Capital: $364m in 10 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Greenlea Lane Capital held 10 US-listed stocks worth $364m. Its biggest move was buying Spotify Technology (now 5.0% of the portfolio), followed by cutting Netflix (1% fewer shares, now 5.4%). It started 1 new position and sold out of 0. Its largest holding is Amazon.com at 18%.

13F for the quarter ending 2026-06-30, filed 2026-08-14 ([filing](https://www.sec.gov/Archives/edgar/data/1766504/000142050626001649/0001420506-26-001649-index.htm)). $364m in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Amazon.com (AMZN) | $66.8m | 18.4% | Trimmed -10% | 18.9% |
| Brookfield (BN) | $59.3m | 16.3% | Unchanged | 16.4% |
| Berkshire Hathaway (BRK.B) | $47.2m | 12.9% | Unchanged | 13.1% |
| Markel Group (MKL) | $39.7m | 10.9% | Trimmed -10% | 12.5% |
| Ishares Tr (SGOV) | $38.6m | 10.6% | Unchanged | 11.2% |
| Alphabet (GOOG) | $35.7m | 9.8% | Unchanged | 8.4% |
| Tesla (TSLA) | $19.9m | 5.5% | Trimmed -13% | 5.9% |
| Netflix (NFLX) | $19.7m | 5.4% | Trimmed -1.3% | 7.8% |
| Trupanion (TRUP) | $19.2m | 5.3% | Unchanged | 5.8% |
| Spotify Technology (SPOT) | $18.1m | 5.0% | New | – |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/greenlea-lane-capital). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.