Q4 2025 · 13F-HR
GREENOAKS CAPITAL PARTNERS LLCholdings as filed
Filed 2026-02-17 · accession 0001840735-26-000003
$2.98B
Reported value
10
Positions
2025-12-31
Period end
The Brief · GREENOAKS CAPITAL PARTNERS LLC · Q4 2025
AI · grounded in 13F
Greenoaks Capital Partners LLC established a new position in NAVN valued at $274.1M. The fund also increased its holdings in VEEV by 198.2% and TTAN by 20.6%. Conversely, the manager trimmed several positions, most notably reducing its stake in AMZN by 81.2% and TOST by 54.1%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $1.79B | 60.0% | 4,235,613 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $362.8M | 12.2% | 15,377,927 | Common | SOLE |
| 639193101 | NAVN | NAVAN INC | $274.1M | 9.19% | 16,047,328 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $165.3M | 5.55% | 1,552,257 | Common | SOLE |
| 922475108 | VEEV | VEEVA SYS INC | $155.1M | 5.20% | 694,926 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $117.1M | 3.93% | 3,132,853 | Common | SOLE |
| 49845K101 | KVYO | KLAVIYO INC | $75.2M | 2.52% | 2,316,796 | Common | SOLE |
| 888787108 | TOST | TOAST INC | $24.2M | 0.81% | 680,317 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $10.5M | 0.35% | 45,499 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC | $9.3M | 0.31% | 279,720 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.