Greenoaks LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Greenoaks LLC reported 7 stock positions worth $1.8 billion. Its top holding was Carvana (CVNA) at 67.9% of the portfolio, followed by Coupang (CPNG, 16.8%) and Servicetitan Class A (TTAN, 4.2%). Compared with Q4 2024, it sold out of 2, added to 3 and reduced 2. The biggest buy was Carvana (CVNA, shares +3%) and the biggest sale an exit from DoorDash Class A (DASH).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001840735
- Portfolio Value
- $1.8B (Q1 2025)
- SEC Filing
- 0001840735-25-000012 ↗ filed May 15, 2025
Holdings Value
Holdings 7 stocks · $1.8B
| CVNA Carvana Co. | 67.87% | 5,864,525 | $1.2B | Add +2.8% |
| CPNG Coupang Inc. | 16.82% | 13,858,056 | $303.9M | No change |
| TTAN Servicetitan Inc. Class A | 4.17% | 792,624 | $75.4M | Add +9.6% |
| TOST Toast Inc. Class A | 4.07% | 2,218,365 | $73.6M | Add +3.7% |
| KVYO Klaviyo Inc. Class A | 3.88% | 2,316,796 | $70.1M | No change |
| AMZN Amazon.com Inc. | 2.55% | 242,000 | $46.0M | Reduce -6.9% |
| PCOR Procore Technologies Inc. | 0.63% | 173,433 | $11.5M | Reduce -27.8% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
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 |