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
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $61.44 | -7.36% | -19.00% | -9.19% | $1.32B | 57.53% | — | HELD |
| 2 | CPNG | COUPANG INC | $16.09 | 6.13% | -44.02% | -46.30% | $485.3M | 21.13% | — | HELD |
| 3 | NAVN | NAVAN INC | $26.71 | 0.56% | 31.74% | 60.04% | $190.0M | 8.27% | — | HELD |
| 4 | TTAN | SERVICETITAN INC | $79.87 | -5.17% | -25.99% | -18.05% | $79.0M | 3.44% | — | HELD |
| 5 | DASH | DOORDASH INC | $197.53 | 2.07% | -22.07% | 1.11% | $75.1M | 3.27% | — | HELD |
| 6 | KVYO | KLAVIYO INC | $18.35 | -5.27% | -38.26% | -35.59% | $45.1M | 1.96% | — | HELD |
| 7 | VEEV | VEEVA SYS INC | $201.56 | -3.05% | -28.19% | -39.14% | $43.9M | 1.91% | — | HELD |
| 8 | FIG | FIGMA INC | $23.76 | -4.04% | -80.52% | -66.19% | $31.7M | 1.38% | — | HELD |
| 9 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 5.54% | 30.60% | $15.4M | 0.67% | — | HELD |
| 10 | TBBB | BBB FOODS INC | $40.20 | 1.82% | 57.65% | 69.05% | $9.9M | 0.43% | — | HELD |
Source: SEC EDGAR · accession 0001840735-26-000011. 13F discloses long positions only — shorts, foreign equities, and options are excluded.