Greenoaks LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Greenoaks LLC reported 9 stock positions worth $1.8 billion. Its top holding was Carvana (CVNA) at 63.0% of the portfolio, followed by Coupang (CPNG, 16.5%) and Klaviyo Class A (KVYO, 5.2%). Compared with Q3 2024, it opened 1 new position, sold out of 4, added to 1 and reduced 4. The biggest buy was a new position in Servicetitan Class A (TTAN) and the biggest sale Toast Class A (TOST, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001840735
- Portfolio Value
- $1.8B (Q4 2024)
- SEC Filing
- 0001840735-25-000007 ↗ filed Feb 14, 2025
Holdings Value
Holdings 9 stocks · $1.8B
| CVNA Carvana Co. | 63.04% | 5,705,419 | $1.2B | Reduce -2.3% |
| CPNG Coupang Inc. | 16.55% | 13,858,056 | $304.6M | Add +19.4% |
| KVYO Klaviyo Inc. Class A | 5.19% | 2,316,796 | $95.5M | No change |
| TOST Toast Inc. Class A | 4.23% | 2,138,365 | $77.9M | Reduce -74.0% |
| TTAN Servicetitan Inc. Class A | 4.04% | 723,030 | $74.4M | New |
| AMZN Amazon.com Inc. | 3.10% | 260,000 | $57.0M | No change |
| DASH DoorDash Inc. Class A | 1.44% | 158,253 | $26.5M | Reduce -44.1% |
| SNOW Snowflake Inc. | 1.43% | 170,000 | $26.2M | No change |
| PCOR Procore Technologies Inc. | 0.98% | 240,071 | $18.0M | Reduce -62.4% |
Portfolio Sells Q3 2024 → Q4 2024
| TOST Toast Inc. Class A | Reduce -74.0% | 4.23% | −8.25 |
| SE Sea Ltd.-ADR | Sold out | 0.00% | −3.83 |
| CART Maplebear Inc. | Sold out | 0.00% | −1.33 |
| PCOR Procore Technologies Inc. | Reduce -62.4% | 0.98% | −1.14 |
| DASH DoorDash Inc. Class A | Reduce -44.1% | 1.44% | −0.73 |
| NYT New York Times Co. Class A | Sold out | 0.00% | −0.11 |
| SONDQ Sonder Holdings Inc. | Sold out | 0.00% | −0.01 |
| CVNA Carvana Co. | Reduce -2.3% | 63.04% | +8.45 |
Portfolio Buys Q3 2024 → Q4 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 |