Question 1

What stocks did Josh Tarasoff buy this quarter?

Accepted Answer

In the Q2 '26 13F filing, Josh Tarasoff added 1 new positions and increased 0 existing holdings, totaling $18.1M in buy activity. New positions alone account for $18.1M.

Question 2

What was Josh Tarasoff's biggest new buy?

Accepted Answer

Josh Tarasoff's largest new position in the Q2 '26 filing was SPOTIFY TECHNOLOGY S A (SPOT) at $18.1M, representing 4.96% of the portfolio.

Question 3

How are these "buys" calculated?

Accepted Answer

Buys are derived from quarter-over-quarter changes in 13F filings. NEW positions are stocks not held in the previous quarter; INCREASED positions are existing holdings where share count grew. 13F filings have a ~45-day reporting lag from the SEC.

Josh Tarasoff — Recent Buys

New positions (1)