Greenoaks LLC
Greenoaks LLC reported 10 US-listed holdings worth $2.36 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Carvana Co. (59.6%), Coupang Inc. Class A (18.9%) and Amazon.com Inc. (4.6%). Against the quarter before, it opened 3 positions, added to 3, trimmed 1 and sold out of 3.
Filed before as Greenoaks Capital Partners LLC.
Reported holdings$2.36B+2.6% on Q1 2026
Positions10as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 10 largest of its 10 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 3Added 3Held 3Trimmed 1Sold out 3
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 3
- Taiwan Semiconductor Manufacturing Company Limited TSM$78.8 million
- Space Exploration Techn Corp. Class A Com STK SPCX$44.0 million
- Cerebras Systems Inc. Com Class A CBRS$33.1 million
Added to 3
- Carvana Co. CVNA+17.1 million shares · +408%
- Amazon.com Inc. AMZN+376,000 shares · +508%
- Servicetitan TTAN+55,275 shares · +4%
Trimmed 1
- Navan Inc. NAVN-13.3 million shares · -93%
Sold out of 3
- Veeva Systems Inc. VEEV$43.9 million last quarter
- Figma Inc. FIG$31.7 million last quarter
- BBB Foods Inc. TBBB$9.9 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Carvana Co. CVNA | 21,344,170 | $1.40 billion | 59.61% | +17,141,336 |
| Coupang Inc. Class A CPNG | 25,704,927 | $446.5 million | 18.94% | no change |
| Amazon.com Inc. AMZN | 450,000 | $107.3 million | 4.55% | +376,000 |
| DoorDash, Inc. DASH | 500,000 | $92.3 million | 3.91% | no change |
| Servicetitan TTAN | 1,300,000 | $91.9 million | 3.90% | +55,275 |
| Taiwan Semiconductor Manufacturing Company Limited TSM | 165,000 | $78.8 million | 3.34% | new |
| Space Exploration Techn Corp. Class A Com STK SPCX | 257,730 | $44.0 million | 1.87% | new |
| Klaviyo Inc. KVYO | 2,316,796 | $35.0 million | 1.48% | no change |
| Cerebras Systems Inc. Com Class A CBRS | 150,000 | $33.1 million | 1.41% | new |
| Navan Inc. NAVN | 1,010,000 | $23.1 million | 0.98% | -13,339,328 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.