Greenoaks Capital Partners LLC 13F Holdings · Q2 2026
Greenoaks Capital Partners LLC reported 10 securities worth $2.36B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CVNA (59.61%), CPNG (18.94%), AMZN (4.55%). Among its top 25 positions this quarter: 3 new, 3 added, 1 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $1.40B | 59.61% | 21.3M | Added |
| 2 | CPNG | COUPANG INC | $446.5M | 18.94% | 25.7M | Hold |
| 3 | AMZN | AMAZON COM INC | $107.3M | 4.55% | 450,000 | Added |
| 4 | DASH | DOORDASH INC | $92.3M | 3.91% | 500,000 | Hold |
| 5 | TTAN | SERVICETITAN INC | $91.9M | 3.90% | 1.3M | Added |
| 6 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $78.8M | 3.34% | 165,000 | New |
| 7 | SPCX | SPACE EXPLORATION TECHN CORP | $44.0M | 1.87% | 257,730 | New |
| 8 | KVYO | KLAVIYO INC | $35.0M | 1.48% | 2.3M | Hold |
| 9 | CBRS | CEREBRAS SYSTEMS INC | $33.1M | 1.41% | 150,000 | New |
| 10 | NAVN | NAVAN INC | $23.1M | 0.98% | 1.0M | Trimmed |
| 11 | FIG | FIGMA INC | $0 | 0.00% | 0 | Exited |
| 12 | TBBB | BBB FOODS INC | $0 | 0.00% | 0 | Exited |
| 13 | VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR