Josh Tarasoff's Greenlea Lane Capital Management is back in SPOTIFY TECHNOLOGY SA (SPOT) in 2026 Q2, after about 3 years out, according to the 13F-HR filed with the SEC on August 14, 2026. The filing lists 39.4K shares worth about $18.1M at June 30, 2026, 4.96% of the reported portfolio. SPOT enters the book as the 10th largest of 10 stock positions.
What did the 2026 Q2 filing report for SPOT?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 39.4K |
| Reported value | $18.1M |
| Portfolio weight | 4.96% |
| Rank in portfolio | 10th of 10 |
| Sold out in | 2023 Q3 |
| Out for | about 3 years |
How big is the returning SPOT position?
SPOT was the only stock position Josh Tarasoff opened in 2026 Q2. An average stock position in the Josh Tarasoff portfolio is 10% of the reported value, so the new name starts below the fund's typical size.
Where does SPOT sit in the Josh Tarasoff portfolio?
SPOT ranks 10th of 10 stock positions in the Josh Tarasoff portfolio at 4.96%, below the fund's average stock position of 10%. The largest stock position is AMZN at 18.35%. Next come BN at 16.29% and BRK-A at 12.95%. The three largest stocks together are 47.59% of the book. The SPOT purchase was the largest of the quarter's 5 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, Josh Tarasoff reported 10 stock positions, with 1 opened and none closed. The total portfolio value is about $364.2M, up 6% from the prior quarter.
When did Josh Tarasoff hold SPOT before?
Josh Tarasoff held SPOT before. The fund first reported the name in the quarter ended December 31, 2018, sold out in 2023 Q3 and is back after about 3 years out. The weight peaked at 11.89% in 2021 Q2. Every reported trade is on the Josh Tarasoff SPOT trade history page.
Did other funds buy or sell SPOT in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of August 14, 2026, 6 hold SPOT. One other tracked fund sold out of it. The largest buyers of SPOT this quarter were Jeffrey Ubben and Greenbrier Partners Capital Management. The largest sellers were Chase Coleman III, William Von Mueffling and Polen Capital Management. Every tracked holder of SPOT is on the SPOT ownership page.
FAQ
How many SPOT shares does Josh Tarasoff hold?
Josh Tarasoff holds 39.4K shares of SPOT as of June 30, 2026, worth about $18.1M.
What is SPOT's weight in the Josh Tarasoff portfolio?
SPOT is 4.96% of the Josh Tarasoff portfolio and ranks 10th of 10 stocks by weight.
Has Josh Tarasoff owned SPOT before?
Yes. Josh Tarasoff held SPOT before. The fund first reported the name in the quarter ended December 31, 2018, sold out in 2023 Q3 and is back after about 3 years out.
How many other tracked funds hold SPOT?
6 other tracked funds that had filed for 2026 Q2 hold SPOT.