Greenoaks LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Greenoaks LLC reported 7 stock positions worth $2.7 billion. Its top holding was Carvana (CVNA) at 71.6% of the portfolio, followed by Coupang (CPNG, 17.3%) and Servicetitan Class A (TTAN, 3.4%). Compared with Q1 2025, it added to 3 and reduced 3. The biggest buy was Coupang (CPNG, shares +11%) and the biggest sale Toast Class A (TOST, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001840735
- Portfolio Value
- $2.7B (Q2 2025)
- SEC Filing
- 0001840735-25-000017 ↗ filed Aug 14, 2025
Holdings Value
Holdings 7 stocks · $2.7B
| CVNA Carvana Co. | 71.57% | 5,657,525 | $1.9B | Reduce -3.5% |
| CPNG Coupang Inc. | 17.30% | 15,377,927 | $460.7M | Add +11.0% |
| TTAN Servicetitan Inc. Class A | 3.42% | 850,933 | $91.2M | Add +7.4% |
| KVYO Klaviyo Inc. Class A | 2.96% | 2,345,580 | $78.8M | Add +1.2% |
| TOST Toast Inc. Class A | 2.60% | 1,561,857 | $69.2M | Reduce -29.6% |
| AMZN Amazon.com Inc. | 1.99% | 242,000 | $53.1M | No change |
| PCOR Procore Technologies Inc. | 0.16% | 63,740 | $4.4M | Reduce -63.3% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |