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Greenoaks Capital Partners LLC Top Holdings and 13F Report (2026)

About Greenoaks Capital Partners LLC

Investment Activity

  • Greenoaks Capital Partners LLC has $2.36 billion in total holdings as of June 30, 2026.
  • Greenoaks Capital Partners LLC owns shares of 10 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 58.46% of the portfolio was purchased this quarter.
  • About 16.57% of the portfolio was sold this quarter.
  • This quarter, Greenoaks Capital Partners LLC has purchased 10 new stocks and bought additional shares in 3 stocks.
  • Greenoaks Capital Partners LLC sold shares of 1 stock and completely divested from 3 stocks this quarter.

Largest Holdings

Carvana
$1,404,873,269
Coupang
$446,494,582
Amazon.com
$107,253,000
DOORDASH INC
$92,265,000
SERVICETITAN INC
$91,923,000

Largest New Holdings this Quarter

874039100 - Taiwan Semiconductor Manufacturing
$78,799,050 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$44,035,748 Holding
15675D103 - CEREBRAS SYSTEMS INC
$33,150,000 Holding

Largest Purchases this Quarter

Carvana
17,141,336 shares (about $1.13B)
Amazon.com
376,000 shares (about $89.62M)
Taiwan Semiconductor Manufacturing
165,000 shares (about $78.80M)
SPACE EXPLORATION TECHN CORP
257,730 shares (about $44.04M)
CEREBRAS SYSTEMS INC
150,000 shares (about $33.15M)

Largest Sales this Quarter

NAVAN INC
13,339,328 shares (about $305.07M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofGreenoaks Capital Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Carvana Co. stock logo
CVNA
Carvana
$1,404,873,269$1,128,242,735 â–²407.9%21,344,17059.6%Consumer Discretionary
Coupang, Inc. stock logo
CPNG
Coupang
$446,494,5820.0%25,704,92718.9%Consumer Discretionary
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$107,253,000$89,615,840 â–²508.1%450,0004.6%Consumer Discretionary
DOORDASH INC
$92,265,0000.0%500,0003.9%CL A
SERVICETITAN INC
$91,923,000$3,908,495 â–²4.4%1,300,0003.9%SHS CL A
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$78,799,050$78,799,050 â–²New Holding165,0003.3%Technology
SPACE EXPLORATION TECHN CORP
$44,035,748$44,035,748 â–²New Holding257,7301.9%CLASS A COM STK
KLAVIYO INC
$34,983,6200.0%2,316,7961.5%COM SER A
CEREBRAS SYSTEMS INC
$33,150,000$33,150,000 â–²New Holding150,0001.4%COM CL A
NAVAN INC
$23,098,700$305,070,431 â–¼-93.0%1,010,0001.0%CL A
Veeva Systems Inc. stock logo
VEEV
Veeva Systems
$0$43,915,000 â–¼-100.0%00.0%Healthcare
FIGMA INC
$0$31,710,000 â–¼-100.0%00.0%CLASS A COM STK
BBB FOODS INC
$0$9,893,696 â–¼-100.0%00.0%CL A COM

Showing largest 100 holdings. View all holdings.
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