Josh Tarasoff - Greenlea Lane Capital Management,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    9
Portfolio value:    $344,294,052
Holdings Activity Buys Sells    History
History Stock Activity ▼ Share change % change to portfolio
Q1 2026
☰ SGOV - Ishares 0 3 Month Treasury B Buy 383,000 11.20
☰ NFLX - Netflix Inc. Buy 279,480 7.80
Q4 2025
☰ BN - Brookfield Corp. Add 48.44% 461,247 6.18
☰ MKL - Markel Group Inc. Add 2.00% 450 0.28
☰ TRUP - Trupanion Inc. Add 1.62% 12,395 0.14
Q2 2025
☰ BUR - Burford Capital Ltd Add 325.39% 2,571,917 9.84
Q1 2025
☰ MKL - Markel Group Inc. Add 3.38% 735 0.47
Q3 2024
☰ BUR - Burford Cap Ltd Add 0.71% 7,375 0.03
Q2 2024
☰ TRUP - Trupanion Inc. Add 158.78% 674,930 5.42
☰ MKL - Markel Group Inc. Add 2.82% 625 0.27
☰ TSLA - Tesla Inc. Buy 116,600 6.30
Q1 2024
☰ TRUP - Trupanion Inc. Add 41.75% 125,200 0.98
☰ BUR - Burford Cap Ltd Add 1.76% 17,910 0.08
Q4 2023
☰ BN - Brookfield Corp. Add 3.54% 55,211 0.69
☰ BUR - Burford Cap Ltd Add 3.35% 33,002 0.16
☰ BRK.A - Berkshire Hathaway CL A Buy 71 11.93
Q3 2023
☰ MKL - Markel Group Inc. Add 34.40% 8,300 4.38
☰ BUR - Burford Cap Ltd Add 25.29% 198,710 1.00
☰ BN - Brookfield Corp. Add 19.15% 250,779 2.81
☰ GOOGL - Alphabet Inc. Add 17.69% 34,485 1.62
Q2 2023
☰ MKL - Markel Group Inc. Add 287.24% 17,895 9.03
☰ TRUP - Trupanion Inc. Add 122.22% 165,805 1.19
☰ BN - Brookfield Corp. Add 38.75% 365,630 4.49
Q1 2023
☰ MNDY - monday.com Ltd. Add 71.03% 47,465 2.70
☰ BUR - Burford Cap Ltd Add 64.00% 313,478 1.39
☰ TRUP - Trupanion Inc. Add 52.77% 46,860 0.80
☰ MSFT - Microsoft Corp. Buy 90,870 10.46
☰ MKL - Markel Group Inc. Buy 6,230 3.18
Q4 2022
☰ BN - Brookfield Corp. Buy 943,600 14.13
☰ BAM - Brookfield Asset Management Buy 215,923 2.95
Q3 2022
☰ GOOGL - Alphabet Inc. Add 2,410.94% 322,825 11.23
☰ SPOT - Spotify Technology S.A. Add 49.93% 73,775 2.31
☰ MNDY - monday.com Ltd. Add 44.79% 34,220 1.41
☰ BUR - Burford Cap Ltd Add 23.68% 124,712 0.34
☰ TRUP - Trupanion Inc. Add 19.16% 46,016 1.00
☰ SHOP - Shopify Inc. Add 16.28% 110,485 1.08
☰ CRM - Salesforce.com Add 10.78% 30,200 1.58
☰ AMZN - Amazon.com Inc. Add 6.13% 33,115 1.36
☰ BAM.A - Brookfield Asset Mgmt Inc Add 0.63% 5,525 0.08
Q2 2022
☰ SHOP - Shopify Inc. Add 996.63% 616,674 7.67
☰ NFLX - Netflix Inc. Add 45.84% 30,130 2.10
☰ AMZN - Amazon.com Inc. Add 30.68% 126,895 5.37
☰ GOOGL - Alphabet Inc. Add 23.19% 2,521 2.19
Q1 2022
☰ AMZN - Amazon.com Inc. Add 108.56% 215,320 9.78
☰ BUR - Burford Cap Ltd Add 54.40% 193,342 0.50
☰ NFLX - Netflix Inc. Add 44.09% 20,112 2.10
☰ GOOGL - Alphabet Inc. Add 15.47% 1,456 1.13
☰ CRM - Salesforce.com Add 15.46% 40,590 2.40
☰ TRUP - Trupanion Inc. Add 7.27% 17,706 0.44
☰ SPOT - Spotify Technology S.A. Add 5.50% 8,332 0.35
☰ BAM.A - Brookfield Asset Mgmt Inc Add 3.28% 30,012 0.47
☰ SHOP - Shopify Inc. Buy 61,876 11.65
☰ MNDY - monday.com Ltd. Buy 83,020 3.66
Q4 2021
☰ SPOT - Spotify Technology S.A. Add 5.48% 7,880 0.60
☰ AMZN - Amazon.com Inc. Add 5.09% 9,600 0.52
☰ NFLX - Netflix Inc. Add 5.07% 2,200 0.43
☰ CRM - Salesforce.com Add 5.04% 12,610 1.04
☰ GOOGL - Alphabet Inc. Add 5.02% 450 0.42
☰ BAM.A - Brookfield Asset Mgmt Inc Add 4.99% 43,440 0.85
☰ PTON - Peloton Interactive Inc. Buy 759,205 8.81
☰ BUR - Burford Cap Ltd Buy 355,382 1.22
Q3 2021
☰ TWTR - Twitter Inc Add 15.54% 57,700 1.14
☰ BAM.A - Brookfield Asset Mgmt Inc Add 11.79% 91,855 1.61
☰ CRM - Salesforce.com Add 11.37% 25,529 2.26
Q2 2021
☰ SPOT - Spotify Technology S.A. Add 161.80% 88,795 7.35
☰ AMZN - Amazon.com Inc. Add 32.02% 45,780 2.37
☰ NFLX - Netflix Inc. Add 23.08% 8,140 1.29
☰ CRM - Salesforce.com Add 11.49% 23,130 1.70
☰ TRUP - Trupanion Inc. Add 0.90% 3,675 0.13
☰ TWTR - Twitter Inc Buy 371,250 7.68
Q1 2021
☰ CRM - Salesforce.com Add 11.48% 20,740 1.84
Q4 2020
☰ BAM.A - Brookfield Asset Mgmt Inc Add 8.41% 78,573 1.21
☰ GOOGL - Alphabet Inc. Buy 13,208 8.67
Q3 2020
☰ WORK - Slack Technologies Inc Add 60.65% 190,347 2.18
☰ BAM.A - Brookfield Asset Mgmt Inc Add 21.09% 162,801 2.29
☰ CRM - Salesforce.com Add 8.75% 14,730 1.58
☰ META - Meta Platforms Inc. Add 8.73% 6,059 0.68
☰ SPOT - Spotify Technology S.A. Add 8.73% 6,958 0.72
☰ HUBS - Hubspot Inc Buy 68,073 8.47
Q2 2020
☰ WORK - Slack Technologies Inc Add 145.59% 186,055 3.09
☰ CRM - Salesforce.com Add 48.07% 54,645 5.47
☰ BAM.A - Brookfield Asset Mgmt Inc Add 31.59% 185,282 3.26
Q1 2020
☰ SPOT - Spotify Technology S.A. Add 55.80% 28,545 2.28
☰ META - Meta Platforms Inc. Add 33.51% 17,410 1.91
☰ GOOGL - Alphabet Inc. Buy 15,767 12.03
☰ CRM - Salesforce.com Buy 113,684 10.75
Q4 2019
☰ TRUP - Trupanion Inc. Add 26.11% 164,900 3.47
☰ WORK - Slack Technologies Inc Add 18.55% 44,525 0.56
☰ NFLX - Netflix Inc. Add 3.25% 2,870 0.52
Q3 2019
☰ NFLX - Netflix Inc. Add 43.71% 26,880 4.71
☰ SFIX - Stitch Fix Inc Add 3.23% 9,530 0.12
☰ WORK - Slack Technologies Inc Com Buy 240,045 3.73
Q2 2019
☰ SFIX - Stitch Fix Inc Add 17.32% 43,550 0.77
☰ KKR - KKR & Co. L.P. Add 16.76% 129,400 1.80
☰ NFLX - Netflix Inc. Add 12.45% 6,810 1.38
☰ BAM.A - Brookfield Asset Mgmt Inc Add 5.61% 38,520 1.01
☰ TRUP - Trupanion Inc. Add 5.60% 33,500 0.67
☰ AMZN - Amazon.com Inc. Add 5.57% 16,600 0.86
☰ META - Meta Platforms Inc. Buy 88,660 9.41
Q1 2019
☰ SPOT - Spotify Technology S.A. Add 126.31% 54,300 4.48
☰ BAM.A - Brookfield Asset Mgmt Inc Add 24.58% 135,400 3.76
☰ NFLX - Netflix Inc. Add 22.65% 10,100 2.14
☰ TRUP - Trupanion Inc. Add 20.59% 102,113 1.99
☰ AMZN - Amazon.com Inc. Add 20.44% 50,600 2.68
☰ SHAK - Shake Shack Inc. Add 14.30% 31,900 1.12
☰ KKR - KKR & Co. L.P. Add 8.88% 63,000 0.88
☰ W - Wayfair Inc. Add 5.94% 6,300 0.56
☰ SFIX - Stitch Fix Inc Buy 251,400 4.22
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