Greenlea Lane Capital Josh Tarasoff

Top positions activity

Value History

Quarterly report: Q4 2023

Total portfolio value: $322.9M
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
AMZN
Amazon.com Inc. 73.7M 22.83% 485.4K -62.8K ↓11.45%
BRK.A
Berkshire Hathaway Inc. - Class A 38.5M 11.93% 71 +71 Newly Added
MSFT
Microsoft Corporation 33.5M 10.38% 89.2K -475 ↓0.53%
MKL
Markel Corp 31.4M 9.73% 22.1K -10.3K ↓31.73%
SHOP
Shopify Inc - Class A 20.4M 6.3% 261.5K -1.4K ↓0.53%
GOOGL
Alphabet Inc - Class A 19.3M 5.97% 138.1K -91.3K ↓39.78%
MNDY
Monday.Com Ltd 16.2M 5.01% 86.2K -26.8K ↓23.71%
BUR
Burford Capital Limited 15.9M 4.91% 1.0M +33.0K ↑3.35%
TRUP
Trupanion Inc 9.1M 2.83% 299.9K -1.6K ↓0.53%