Greenoaks LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Greenoaks LLC reported 15 stock positions worth $1.5 billion. Its top holding was Carvana (CVNA) at 50.7% of the portfolio, followed by Coupang (CPNG, 13.9%) and Toast Class A (TOST, 13.5%). Compared with Q1 2024, it added to 2 and reduced 2. The biggest buy was Coupang (CPNG, shares +10%) and the biggest sale Toast Class A (TOST, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001840735
- Portfolio Value
- $1.5B (Q2 2024)
- SEC Filing
- 0000902664-24-005136 ↗ filed Aug 14, 2024
Holdings Value
Holdings 15 stocks · $1.5B
| CVNA Carvana Co. | 50.75% | 5,854,942 | $753.6M | Reduce -2.7% |
| CPNG Coupang Inc. | 13.91% | 9,856,557 | $206.5M | Add +10.3% |
| TOST Toast Inc. Class A | 13.48% | 7,769,639 | $200.2M | Reduce -8.0% |
| KVYO Klaviyo Inc. Class A | 4.21% | 2,511,796 | $62.5M | No change |
| SE Sea Ltd.-ADR | 3.64% | 756,942 | $54.1M | No change |
| AMZN Amazon.com Inc. | 3.38% | 260,000 | $50.2M | No change |
| DASH DoorDash Inc. Class A | 2.44% | 333,253 | $36.3M | No change |
| NYT New York Times Co. Class A | 2.35% | 681,022 | $34.9M | No change |
| PCOR Procore Technologies Inc. | 1.69% | 378,899 | $25.1M | Add +93.1% |
| CART Maplebear Inc. | 1.64% | 758,766 | $24.4M | No change |
| SNOW Snowflake Inc. | 1.55% | 170,000 | $23.0M | No change |
| UPWK Upwork Inc. | 0.77% | 1,057,927 | $11.4M | No change |
| Z Zillow Group Inc. Class C | 0.09% | 29,511 | $1.4M | No change |
| ZG Zillow Group Inc. Class A | 0.08% | 27,901 | $1.3M | No change |
| SONDQ Sonder Holdings Inc. | 0.02% | 50,105 | $232K | No change |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 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 |