Greenoaks LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Greenoaks LLC reported 8 stock positions worth $3.1 billion. Its top holding was Carvana (CVNA) at 64.8% of the portfolio, followed by Coupang (CPNG, 16.2%) and Figma Class A (FIG, 7.0%). Compared with Q2 2025, it opened 2 new positions, sold out of 1, added to 1 and reduced 3. The biggest buy was a new position in Figma Class A (FIG) and the biggest sale Carvana (CVNA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001840735
- Portfolio Value
- $3.1B (Q3 2025)
- SEC Filing
- 0001840735-25-000021 ↗ filed Nov 14, 2025
Holdings Value
Holdings 8 stocks · $3.1B
| CVNA Carvana Co. | 64.77% | 5,263,919 | $2.0B | Reduce -7.0% |
| CPNG Coupang Inc. | 16.15% | 15,377,927 | $495.2M | No change |
| FIG Figma Inc. Class A | 6.99% | 4,132,853 | $214.4M | New |
| TTAN Servicetitan Inc. Class A | 4.23% | 1,287,331 | $129.8M | Add +51.3% |
| VEEV Veeva Systems Inc. Class A | 2.26% | 233,018 | $69.4M | New |
| KVYO Klaviyo Inc. Class A | 2.09% | 2,316,796 | $64.2M | Reduce -1.2% |
| TOST Toast Inc. Class A | 1.76% | 1,481,857 | $54.1M | Reduce -5.1% |
| AMZN Amazon.com Inc. | 1.73% | 242,000 | $53.1M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |