GREENOAKS CAPITAL PARTNERS LLC
13F Reported Value
ⓘ$2.3B
Holdings
10
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
GREENOAKS CAPITAL PARTNERS LLC disclosed 10 positions worth $2.3B in its Form 13F-HR for Q1 2026, led by $CVNA (CARVANA CO.) at 57.5% of the equity portfolio, followed by $CPNG and $NAVN. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $DASH and a full exit from $TOST. The portfolio is most concentrated in Consumer Discretionary (79.3% 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 — Q1 2026
Click any card to unlockTop Holdings
- 69.2#378
Quality
$1.3B4,202,834 sh - 56.4#1,103
Quality
$485.3M25,704,927 sh - —
Quality
$190.0M14,349,328 sh - 42.7
Quality
$79.0M1,244,725 sh - 70.6
Quality
$75.1M500,000 sh - 50.7
Quality
$45.1M2,316,796 sh - 77.8
Quality
$43.9M250,000 sh - 45.2
Quality
$31.7M1,500,000 sh - 74.6
Quality
$15.4M74,000 sh - —
Quality
$9.9M279,720 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 CARVANA CO.$CVNA | 69.2#378 | $1.3B | 4,202,834 |
 Coupang, Inc.$CPNG | 56.4#1,103 | $485.3M | 25,704,927 |
 Navan, Inc.$NAVN | — | $190.0M | 14,349,328 |
 ServiceTitan, Inc.$TTAN | 42.7 | $79.0M | 1,244,725 |
 DoorDash, Inc.$DASH | 70.6 | $75.1M | 500,000 |
 Klaviyo, Inc.$KVYO | 50.7 | $45.1M | 2,316,796 |
 VEEVA SYSTEMS INC$VEEV | 77.8 | $43.9M | 250,000 |
 Figma, Inc.$FIG | 45.2 | $31.7M | 1,500,000 |
 AMAZON COM INC$AMZN | 74.6 | $15.4M | 74,000 |
 BBB FOODS INC$TBBB | — | $9.9M | 279,720 |
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
$1.8B
Technology
$389.7M
Industrials
$75.1M
Consumer Staples
$9.9M
Full Holdings — GREENOAKS CAPITAL PARTNERS LLC (Q1 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. | $1.3B | 57.5% | -1% | 69.2 |
| 2 | $CPNG | Coupang, Inc. | $485.3M | 21.1% | +67% | 56.4 |
| 3 | $NAVN | Navan, Inc. | $190.0M | 8.3% | -11% | — |
| 4 | $TTAN | ServiceTitan, Inc. | $79.0M | 3.4% | -20% | 42.7 |
| 5 | $DASH | DoorDash, Inc. | $75.1M | 3.3% | NEW | 70.6 |
| 6 | $KVYO | Klaviyo, Inc. | $45.1M | 2.0% | +0% | 50.7 |
| 7 | $VEEV | VEEVA SYSTEMS INC | $43.9M | 1.9% | -64% | 77.8 |
| 8 | $FIG | Figma, Inc. | $31.7M | 1.4% | -52% | 45.2 |
| 9 | $AMZN | AMAZON COM INC | $15.4M | 0.7% | +63% | 74.6 |
| 10 | $TBBB | BBB FOODS INC | $9.9M | 0.4% | +0% | — |
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AI-Powered Hedge Fund Analysis: GREENOAKS CAPITAL PARTNERS LLC
13F Pro is an AI hedge fund tracker and stock research platform. For GREENOAKS CAPITAL PARTNERS LLC (SEC CIK: 1840735), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
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