Institutional
GREENOAKS CAPITAL PARTNERS LLC
CIK 0001840735
$2.30B
Reported AUM
10
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · GREENOAKS CAPITAL PARTNERS LLC · Q1 2026
AI · grounded in 13F
Greenoaks Capital Partners LLC established a new position in DASH valued at $75.08M. The fund also increased its holdings in CPNG and AMZN by 67.15% and 62.64% respectively. On the sell side, the fund closed its position in TOST, resulting in a $24.16M reduction. Other trimmed positions included VEEV, which saw a 64.02% decrease in shares.
Portfolio · Q1 2026
Top holdings
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $66.51 | 0.48% | -2.61% | -1.48% | $1.32B | 57.53% | −32,779 | −0.8% |
| 2 | CPNG | COUPANG INC | $15.15 | -8.35% | -46.75% | -58.29% | $485.3M | 21.13% | +10,327,000 | +67.2% |
| 3 | NAVN | NAVAN INC | $21.20 | -4.76% | 4.56% | 27.02% | $190.0M | 8.27% | −1,698,000 | −10.6% |
| 4 | TTAN | SERVICETITAN INC | $77.40 | 4.13% | -27.39% | -24.69% | $79.0M | 3.44% | −307,532 | −19.8% |
| 5 | DASH | DOORDASH INC | $156.80 | -2.04% | -28.22% | -10.03% | $75.1M | 3.27% | +500,000 | NEW |
| 6 | KVYO | KLAVIYO INC | $15.58 | -1.27% | -54.26% | -45.31% | $45.1M | 1.96% | — | HELD |
| 7 | VEEV | VEEVA SYS INC | $172.61 | -3.35% | -39.51% | -48.12% | $43.9M | 1.91% | −444,926 | −64.0% |
| 8 | FIG | FIGMA INC | $21.75 | -3.38% | -82.17% | -69.05% | $31.7M | 1.38% | −1,632,853 | −52.1% |
| 9 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $15.4M | 0.67% | +28,501 | +62.6% |
| 10 | TBBB | BBB FOODS INC | $39.42 | 3.19% | 44.50% | 65.77% | $9.9M | 0.43% | — | HELD |
| 11 | TOST | TOAST INC | $24.64 | -2.30% | -44.01% | -53.70% | — | — | −680,317 | EXITED |
Source: SEC EDGAR · accession 0001840735-26-000011. 13F discloses long positions only — shorts, foreign equities, and options are excluded.