Greenoaks LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Greenoaks LLC reported 10 stock positions worth $2.4 billion. Its top holding was Carvana (CVNA) at 59.6% of the portfolio, followed by Coupang (CPNG, 18.9%) and Amazon.com (AMZN, 4.6%). Compared with Q1 2026, it opened 3 new positions, sold out of 3, added to 3 and reduced 1. The biggest buy was Amazon.com (AMZN, shares +508%) and the biggest sale Navan Class A (NAVN, shares −93%).

Most Recent 13F
Q2 2026
Location
ORINDA, CA
CIK
0001840735
Portfolio Value
$2.4B (Q2 2026)
SEC Filing
0001840735-26-000028 ↗ filed Aug 14, 2026

Holdings Value

0$1.0B$2.0B$3.0B$4.0B Q1 2024: $1.2B Q1 2024 Q2 2024: $1.5B Q2 2024 Q3 2024: $1.9B Q3 2024 Q4 2024: $1.8B Q4 2024 Q1 2025: $1.8B Q1 2025 Q2 2025: $2.7B Q2 2025 Q3 2025: $3.1B Q3 2025 Q4 2025: $3.0B Q4 2025 Q1 2026: $2.3B Q1 2026 Q2 2026: $2.4B $2.4B Q2 2026

Holdings 10 stocks · $2.4B
CVNA Carvana Co. 59.61% 21,344,170 $1.4B Add +1.6%
CPNG Coupang Inc. 18.94% 25,704,927 $446.5M No change
AMZN Amazon.com Inc. 4.55% 450,000 $107.3M Add +508.1%
DASH DoorDash Inc. Class A 3.91% 500,000 $92.3M No change
TTAN Servicetitan Inc. Class A 3.90% 1,300,000 $91.9M Add +4.4%
TSM Taiwan Semiconductor-SP ADR 3.34% 165,000 $78.8M New
SPCX Space Exploration Techn Class A 1.87% 257,730 $44.0M New
KVYO Klaviyo Inc. Class A 1.48% 2,316,796 $35.0M No change
CBRS Cerebras Systems Inc. Class A 1.41% 150,000 $33.1M New
NAVN Navan Inc. Class A 0.98% 1,010,000 $23.1M Reduce -93.0%

Portfolio Sells Q1 2026 → Q2 2026
NAVN Navan Inc. Class A Reduce -93.0% 0.98% −7.29
VEEV Veeva Systems Inc. Class A Sold out 0.00% −1.91
FIG Figma Inc. Class A Sold out 0.00% −1.38
TBBB BBB Foods Inc. Class A Sold out 0.00% −0.43

Portfolio Buys Q1 2026 → Q2 2026
AMZN Amazon.com Inc. Add +508.1% 4.55% +3.88
TSM Taiwan Semiconductor-SP ADR New 3.34% +3.34
CVNA Carvana Co. Add +1.6% 59.61% +2.08
SPCX Space Exploration Techn Class A New 1.87% +1.87
CBRS Cerebras Systems Inc. Class A New 1.41% +1.41
TTAN Servicetitan Inc. Class A Add +4.4% 3.90% +0.46

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 10$2.4BCVNA, CPNG, AMZN, DASH, TTAN
Q1 2026 10$2.3BCVNA, CPNG, NAVN, TTAN, DASH
Q4 2025 10$3.0BCVNA, CPNG, NAVN, TTAN, VEEV
Q3 2025 8$3.1BCVNA, CPNG, FIG, TTAN, VEEV
Q2 2025 7$2.7BCVNA, CPNG, TTAN, KVYO, TOST
Q1 2025 7$1.8BCVNA, CPNG, TTAN, TOST, KVYO
Q4 2024 9$1.8BCVNA, CPNG, KVYO, TOST, TTAN
Q3 2024 12$1.9BCVNA, CPNG, TOST, KVYO, SE
Q2 2024 15$1.5BCVNA, CPNG, TOST, KVYO, SE
Q1 2024 15$1.2BCVNA, TOST, CPNG, KVYO, AMZN