Greenlea Lane Capital (Josh Tarasoff)
GREENLEA LANE CAPITAL MANAGEMENT, LLC · CIK 0001766504 · WESTON, CT · Dönem sonu: 2026-06-30 · Dosyalama tarihi: 2026-08-14 · SEC kaynağını aç ↗Değer Yatırımcısı
Portföy BüyüklüğüFonun SEC’e bildirdiği ABD hisse portföyünün toplam değeri.
$364.2M
2026 Q2
Pozisyon
10
İlk 10 Hissenin AğırlığıPortföyün ne kadarının en büyük 10 hissede toplandığı. Yüksekse fon az sayıda hisseye odaklanıyor.
100.0%
Para Girişi/Çıkışı (Tahmini)
—
2026 Q2
Portföy Büyüklüğü Geçmişi
Çeyreklik Geçmiş · 31 Çeyrek
| Çeyrek | Bildirim | Pozisyon | Toplam Değer | Devir % | İlk 10 |
|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | 10 | $364.2M | 5.1% | AMZN, BN, BRK-A, MKL, SGOV, GOOGL, TSLA, NFLX, TRUP, L8681T102 |
| 2026 Q1 | 2026-05-11 | 9 | $344.3M | 23.8% | AMZN, BN, BRK-A, MKL, SGOV, GOOGL, NFLX, TSLA, TRUP |
| 2025 Q4 | 2026-02-17 | 8 | $342.7M | 0.0% | AMZN, BN, BRK-A, MKL, GOOGL, TRUP, TSLA, G17977110 |
| 2025 Q3 | 2025-11-14 | 8 | $343.0M | 35.6% | AMZN, BN, BRK-A, MKL, TSLA, TRUP, GOOGL, G17977110 |
| 2025 Q2 | 2025-08-14 | 8 | $355.5M | 34.0% | AMZN, 112585104, BRK-A, G17977110, MKL, TRUP, TSLA, GOOGL |
| 2025 Q1 | 2025-05-13 | 8 | $289.4M | 0.0% | AMZN, BRK-A, BN, MKL, TRUP, TSLA, GOOGL, G17977110 |
| 2024 Q4 | 2025-02-14 | 8 | $331.7M | 5.1% | AMZN, BN, BRK-A, TRUP, MKL, TSLA, GOOGL, G17977110 |
| 2024 Q3 | 2024-11-14 | 9 | $329.5M | 0.0% | AMZN, BN, BRK-A, TRUP, MKL, TSLA, GOOGL, MSFT, G17977110 |
| 2024 Q2 | 2024-08-14 | 9 | $366.4M | 17.4% | AMZN, BN, BRK-A, MSFT, MKL, TRUP, TSLA, GOOGL, G17977110 |
| 2024 Q1 | 2024-05-15 | 10 | $353.1M | 0.0% | AMZN, BN, BRK-A, MSFT, MKL, SHOP, M7S64H106, GOOGL, G17977110, TRUP |
| 2023 Q4 | 2024-02-14 | 10 | $322.9M | 12.8% | AMZN, BN, BRK-A, MSFT, MKL, SHOP, GOOGL, M7S64H106, G17977110, TRUP |
| 2023 Q3 | 2023-11-14 | 9 | $279.1M | 7.1% | AMZN, BN, MKL, GOOGL, MSFT, M7S64H106, SHOP, G17977110, TRUP |
| 2023 Q2 | 2023-08-14 | 10 | $274.2M | 11.8% | AMZN, BN, MKL, MSFT, GOOGL, L8681T102, M7S64H106, SHOP, G17977110, TRUP |
| 2023 Q1 | 2023-05-15 | 12 | $250.6M | 23.4% | AMZN, BN, GOOGL, MSFT, CRM, L8681T102, SHOP, M7S64H106, G17977110, MKL |
| 2022 Q4 | 2023-02-14 | 11 | $210.1M | 29.6% | AMZN, BN, CRM, GOOGL, NFLX, SHOP, L8681T102, G17977110, M7S64H106, BAM |
| 2022 Q3 | 2022-11-14 | 10 | $274.9M | 0.0% | AMZN, CRM, 112585104, GOOGL, NFLX, SHOP, L8681T102, TRUP, M7S64H106, G17977110 |
| 2022 Q2 | 2022-08-15 | 10 | $251.1M | 3.8% | AMZN, CRM, 112585104, GOOGL, SHOP, NFLX, TRUP, L8681T102, M7S64H106, G17977110 |
| 2022 Q1 | 2022-05-16 | 11 | $358.9M | 16.5% | AMZN, CRM, 112585104, SHOP, GOOGL, NFLX, L8681T102, TRUP, M7S64H106, PTON |
| 2021 Q4 | 2022-02-14 | 9 | $308.3M | 24.9% | CRM, 112585104, L8681T102, AMZN, TRUP, NFLX, GOOGL, PTON, G17977110 |
| 2021 Q3 | 2021-11-15 | 9 | $305.9M | 4.7% | CRM, 112585104, L8681T102, TRUP, AMZN, NFLX, TWTRUSD, GOOGL, HUBS |
| 2021 Q2 | 2021-08-16 | 11 | $333.1M | 9.0% | CRM, TRUP, 112585104, L8681T102, HUBS, AMZN, TWTRUSD, NFLX, GOOGL, WORK |
| 2021 Q1 | 2021-05-21 | 9 | $238.6M | 0.0% | 112585104, CRM, TRUP, HUBS, AMZN, GOOGL, NFLX, WORK, L8681T102 |
| 2020 Q4 | 2021-02-16 | 9 | $267.1M | 25.8% | TRUP, 112585104, CRM, L8681T102, HUBS, AMZN, GOOGL, NFLX, WORK |
| 2020 Q3 | 2020-11-16 | 10 | $260.0M | 8.5% | CRM, TRUP, 112585104, AMZN, 02079KAB3, NFLX, L8681T102, HUBS, META, WORK |
| 2020 Q2 | 2020-08-14 | 9 | $209.3M | 22.5% | TRUP, CRM, AMZN, 112585104, 02079KAB3, NFLX, L8681T102, META, WORK |
| 2020 Q1 | 2020-05-15 | 9 | $152.3M | 48.5% | AMZN, 112585104, TRUP, NFLX, GOOGL, CRM, META, L8681T102, WORK |
| 2019 Q4 | 2020-02-14 | 11 | $201.1M | 0.0% | 112585104, TRUP, NFLX, AMZN, KKR, 02079KAB3, META, SFIX, L8681T102, WORK |
| 2019 Q3 | 2019-11-14 | 11 | $171.8M | 20.9% | 112585104, AMZN, NFLX, KKR, TRUP, 02079KAB3, META, L8681T102, SFIX, WORK |
| 2019 Q2 | 2019-08-14 | 9 | $181.8M | 19.3% | 112585104, AMZN, TRUP, KKR, NFLX, META, SHAK, L8681T102, SFIX |
| 2019 Q1 | 2019-05-15 | 9 | $168.2M | 5.2% | 112585104, AMZN, TRUP, NFLX, KKR, W, SHAK, L8681T102, SFIX |
| 2018 Q4 | 2019-02-14 | 8 | $102.8M | — | 112585104, AMZN, KKR, TRUP, NFLX, SHAK, W, L8681T102 |
Adetler bölünme düzeltmeli (split-adjusted). Elde tutma süresi, en son çeyrekle biten kesintisiz çeyrek sayısından hesaplanır; 10 yıl üstü ">10 Yıl" olarak gösterilir.
Benzer portföyler
Son çeyrekte tutulan hisselerin Jaccard benzerliğine göre en yakın beş usta yatırımcı (gece hesaplanır).
| Fon | Örtüşme | Ortak hisseler |
|---|---|---|
| Pershing Square (Bill Ackman) | 16.7% | AMZN, GOOGL, BN |
| Punch Card Management (Norbert Lou) | 15.4% | BRK-A, SGOV |
| RV Capital (Robert Vinall) | 9.5% | L8681T102, GOOGL |
| Stockbridge Partners | 8.0% | AMZN, GOOGL |
| ValueAct Holdings | 7.7% | AMZN, L8681T102 |
2026-Q2 çeyrek raporunu oku · 13F Bildirim Takvimi
13F verisi çeyrek sonu pozisyonlarını gösterir, 45 güne kadar gecikmelidir ve yalnızca ABD borsalarındaki uzun (long) pozisyonları kapsar; açığa satışlar, türevler ve ABD dışı varlıklar bildirilmez.