What Josh Tarasoff Bought in Q1 2024
Greenlea Lane Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$353.1M
Total Value
10
Holdings
0
New Buys
0
Reduced
In Q1 2024, Josh Tarasoff reported 10 long equity positions worth $353.1M in their Greenlea Lane Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 483850 | $87.3M | 24.72% | — |
| 2 | BN | BROOKFIELD CORP | 1547135 | $64.8M | 18.35% | — |
| 3 | BRK.A | Berkshire Hathaway Inc. Class A | 71 | $45.0M | 12.76% | — |
| 4 | MSFT | MICROSOFT CORP | 89165 | $37.5M | 10.62% | — |
| 5 | MKL | MARKEL GROUP INC | 22135 | $33.7M | 9.54% | — |
| 6 | SHOP | SHOPIFY INC | 259940 | $20.1M | 5.68% | — |
| 7 | MNDY | MONDAY COM LTD | 86165 | $19.5M | 5.51% | — |
| 8 | GOOGL | ALPHABET INC | 112780 | $17.0M | 4.82% | — |
| 9 | BUR | BURFORD CAP LTD | 1035380 | $16.5M | 4.68% | — |
| 10 | TRUP | TRUPANION INC | 425070 | $11.7M | 3.32% | — |