Josh Tarasoff Portfolio Snapshot: Top Holdings & Recent Share Changes
A snapshot of Josh Tarasoff's portfolio as of March 31, 2026, highlighting top holdings and significant changes in share positions across sectors.
As of March 31, 2026, Josh Tarasoff's portfolio at Greenlea Lane Capital Management is valued at approximately $344.3 million, with significant allocations in Financial Services, Consumer Cyclical, and Communication Services sectors. The portfolio's top holdings show mixed trends in share changes during the reporting period.
Amazon.com Inc. (AMZN) saw a reduction of 3,755 shares, representing an approximate 1.19% decrease in its position. Similarly, Tesla Inc. (TSLA) experienced a notable decline of 7,365 shares, leading to an 11.86% decrease in its allocation. These changes reflect a strategic shift away from these Consumer Cyclical stocks.
In contrast, the iShares TR (SGOV) fund demonstrated substantial accumulation, with an increase of 383,000 shares, effectively doubling its position during the period. This resulted in a 100% change in shares, significantly boosting its portfolio allocation.
Netflix Inc. (NFLX) also showed remarkable growth, adding 249,410 shares, which increased its position by an impressive 829.43%. This substantial accumulation in a Communication Services stock highlights a significant tilt towards growth-oriented technology.
Financial Services holdings like Brookfield Corp. (BN) and Markel Group Inc. (MKL) experienced modest reductions, while Berkshire Hathaway Inc. (BRK-A) saw a minimal decrease of just 4 shares, though it maintains a substantial allocation despite the tiny change.
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