GREENOAKS CAPITAL PARTNERS LLC
13F Reported Value
ⓘ$2.4B
Holdings
10
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
GREENOAKS CAPITAL PARTNERS LLC disclosed 10 positions worth $2.4B in its Form 13F-HR for Q2 2026, led by $CVNA (CARVANA CO.) at 59.6% of the equity portfolio, followed by $CPNG and $AMZN. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $TSM and a full exit from $VEEV. The portfolio is most concentrated in Consumer Discretionary (83.1% of disclosed assets). All figures are sourced directly from GREENOAKS CAPITAL PARTNERS LLC’s Form 13F-HR filing with the SEC under CIK 1840735.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 71.6#176
Quality
$1.4B21,344,170 sh - 50.6#1,586
Quality
$446.5M25,704,927 sh - 68.7#300
Quality
$107.3M450,000 sh - 71.0
Quality
$92.3M500,000 sh - 49.2
Quality
$91.9M1,300,000 sh - $78.8M165,000 sh
- $44.0M257,730 sh
- 61.3
Quality
$35.0M2,316,796 sh - —
Quality
$33.1M150,000 sh - 41.9
Quality
$23.1M1,010,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CARVANA CO.$CVNA | 71.6#176 | $1.4B | 21,344,170 |
 Coupang, Inc.$CPNG | 50.6#1,586 | $446.5M | 25,704,927 |
 AMAZON COM INC$AMZN | 68.7#300 | $107.3M | 450,000 |
 DoorDash, Inc.$DASH | 71.0 | $92.3M | 500,000 |
 ServiceTitan, Inc.$TTAN | 49.2 | $91.9M | 1,300,000 |
 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$TSM | — | $78.8M | 165,000 |
 SPACE EXPLORATION TECHNOLOGIES CORP$SPCX | — | $44.0M | 257,730 |
 Klaviyo, Inc.$KVYO | 61.3 | $35.0M | 2,316,796 |
 Cerebras Systems Inc.$CBRS | — | $33.1M | 150,000 |
 Navan, Inc.$NAVN | 41.9 | $23.1M | 1,010,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of GREENOAKS CAPITAL PARTNERS LLC's 10 positions.
Showing top 10 of 10 holdings.
Sector Allocation
Consumer Discretionary
$2.0B
Technology
$306.0M
Industrials
$92.3M
Full Holdings — GREENOAKS CAPITAL PARTNERS LLC (Q2 2026)
All 10 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $CVNA | CARVANA CO. | $1.4B | 59.6% | +408% | 71.6 |
| 2 | $CPNG | Coupang, Inc. | $446.5M | 18.9% | +0% | 50.6 |
| 3 | $AMZN | AMAZON COM INC | $107.3M | 4.5% | +508% | 68.7 |
| 4 | $DASH | DoorDash, Inc. | $92.3M | 3.9% | +0% | 71 |
| 5 | $TTAN | ServiceTitan, Inc. | $91.9M | 3.9% | +4% | 49.2 |
| 6 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $78.8M | 3.3% | NEW | — |
| 7 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $44.0M | 1.9% | NEW | — |
| 8 | $KVYO | Klaviyo, Inc. | $35.0M | 1.5% | +0% | 61.3 |
| 9 | $CBRS | Cerebras Systems Inc. | $33.1M | 1.4% | NEW | — |
| 10 | $NAVN | Navan, Inc. | $23.1M | 1.0% | -93% | 41.9 |
New Positions (3)
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AI-Powered Hedge Fund Analysis: GREENOAKS CAPITAL PARTNERS LLC
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