Greenoaks LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Greenoaks LLC reported 15 stock positions worth $1.2 billion. Its top holding was Carvana (CVNA) at 43.6% of the portfolio, followed by Toast Class A (TOST, 17.3%) and Coupang (CPNG, 13.1%). Compared with Q4 2023, it opened 1 new position, added to 1 and reduced 6. The biggest buy was a new position in Klaviyo Class A (KVYO) and the biggest sale New York Times Class A (NYT, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001840735
- Portfolio Value
- $1.2B (Q1 2024)
- SEC Filing
- 0000902664-24-003648 ↗ filed May 15, 2024
Holdings Value
Holdings 15 stocks · $1.2B
| CVNA Carvana Co. | 43.60% | 6,015,032 | $528.8M | Reduce -0.4% |
| TOST Toast Inc. Class A | 17.35% | 8,441,611 | $210.4M | Reduce -4.5% |
| CPNG Coupang Inc. | 13.11% | 8,937,768 | $159.0M | No change |
| KVYO Klaviyo Inc. Class A | 5.28% | 2,511,796 | $64.0M | New |
| AMZN Amazon.com Inc. | 3.87% | 260,000 | $46.9M | Reduce -5.5% |
| DASH DoorDash Inc. Class A | 3.78% | 333,253 | $45.9M | Reduce -17.4% |
| SE Sea Ltd.-ADR | 3.35% | 756,942 | $40.7M | No change |
| NYT New York Times Co. Class A | 2.43% | 681,022 | $29.4M | Reduce -4.1% |
| CART Maplebear Inc. | 2.33% | 758,766 | $28.3M | No change |
| SNOW Snowflake Inc. | 2.27% | 170,000 | $27.5M | No change |
| PCOR Procore Technologies Inc. | 1.33% | 196,232 | $16.1M | Add +7.0% |
| UPWK Upwork Inc. | 1.07% | 1,057,927 | $13.0M | Reduce -17.2% |
| Z Zillow Group Inc. Class C | 0.12% | 29,511 | $1.4M | No change |
| ZG Zillow Group Inc. Class A | 0.11% | 27,901 | $1.3M | No change |
| SONDQ Sonder Holdings Inc. | 0.01% | 50,105 | $148K | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $2.4B | CVNA, CPNG, AMZN, DASH, TTAN |
| Q1 2026 | 10 | $2.3B | CVNA, CPNG, NAVN, TTAN, DASH |
| Q4 2025 | 10 | $3.0B | CVNA, CPNG, NAVN, TTAN, VEEV |
| Q3 2025 | 8 | $3.1B | CVNA, CPNG, FIG, TTAN, VEEV |
| Q2 2025 | 7 | $2.7B | CVNA, CPNG, TTAN, KVYO, TOST |
| Q1 2025 | 7 | $1.8B | CVNA, CPNG, TTAN, TOST, KVYO |
| Q4 2024 | 9 | $1.8B | CVNA, CPNG, KVYO, TOST, TTAN |
| Q3 2024 | 12 | $1.9B | CVNA, CPNG, TOST, KVYO, SE |
| Q2 2024 | 15 | $1.5B | CVNA, CPNG, TOST, KVYO, SE |
| Q1 2024 | 15 | $1.2B | CVNA, TOST, CPNG, KVYO, AMZN |