Greenoaks LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Greenoaks LLC reported 10 stock positions worth $2.3 billion. Its top holding was Carvana (CVNA) at 57.5% of the portfolio, followed by Coupang (CPNG, 21.1%) and Navan Class A (NAVN, 8.3%). Compared with Q4 2025, it opened 1 new position, sold out of 1, added to 2 and reduced 5. The biggest buy was Coupang (CPNG, shares +67%) and the biggest sale Veeva Systems Class A (VEEV, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- ORINDA, CA
- CIK
- 0001840735
- Portfolio Value
- $2.3B (Q1 2026)
- SEC Filing
- 0001840735-26-000011 ↗ filed May 15, 2026
Holdings Value
Holdings 10 stocks · $2.3B
| CVNA Carvana Co. | 57.53% | 4,202,834 | $1.3B | Reduce -0.8% |
| CPNG Coupang Inc. | 21.13% | 25,704,927 | $485.3M | Add +67.2% |
| NAVN Navan Inc. Class A | 8.27% | 14,349,328 | $190.0M | Reduce -10.6% |
| TTAN Servicetitan Inc. Class A | 3.44% | 1,244,725 | $79.0M | Reduce -19.8% |
| DASH DoorDash Inc. Class A | 3.27% | 500,000 | $75.1M | New |
| KVYO Klaviyo Inc. Class A | 1.96% | 2,316,796 | $45.1M | No change |
| VEEV Veeva Systems Inc. Class A | 1.91% | 250,000 | $43.9M | Reduce -64.0% |
| FIG Figma Inc. Class A | 1.38% | 1,500,000 | $31.7M | Reduce -52.1% |
| AMZN Amazon.com Inc. | 0.67% | 74,000 | $15.4M | Add +62.6% |
| TBBB BBB Foods Inc. Class A | 0.43% | 279,720 | $9.9M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| VEEV Veeva Systems Inc. Class A | Reduce -64.0% | 1.91% | −3.29 |
| FIG Figma Inc. Class A | Reduce -52.1% | 1.38% | −2.55 |
| CVNA Carvana Co. | Reduce -0.8% | 57.53% | −2.43 |
| TTAN Servicetitan Inc. Class A | Reduce -19.8% | 3.44% | −2.11 |
| NAVN Navan Inc. Class A | Reduce -10.6% | 8.27% | −0.92 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.81 |
Portfolio Buys Q4 2025 → Q1 2026
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 |