High-conviction, long-term investor Josh Tarasoff of Greenlea Lane Capital reduced his firm's stake in Amazon by 10.3% during the second quarter of 2026. According to a quarterly filing made public on August 14, the fund sold approximately 32,180 shares, leaving a holding of over 280,000 shares. It is important to note that this filing reflects trading activity that occurred between April 1 and June 30, 2026, and is not a real-time disclosure.
Amazon has been a cornerstone of Greenlea Lane's portfolio for over a decade, with Tarasoff first investing around 2012. The sale preceded Amazon's strong second-quarter earnings report on July 30, which revealed accelerating growth in its AWS cloud division. Despite the trim, the position's reported value increased to $66.8 million due to a rise in share price during the quarter. AMZN remains the fund's largest position by a significant margin, with a portfolio weight of 18.35%.