Greenoaks Capital Partners Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Greenoaks Capital Partners Llc disclosed 10 stock positions valued at approximately $2.36B as of quarter-end June 30, 2026. The largest holdings include CARVANA CO, COUPANG INC, and AMAZON COM INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 10
- Portfolio Value
- $2.36B
Holdings by Sector
Greenoaks Capital Partners Llc Portfolio Holdings in Q2 2026
7 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 59.61% | 21,344,170 | +17,141,336 | +407.85% | $1,404,873,269 |
| COUPANG INC | CPNG | Consumer Cyclical | 18.94% | 25,704,927 | - | - | $446,494,582 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.55% | 450,000 | +376,000 | +508.11% | $107,253,000 |
| DOORDASH INC | DASH | Communication Services | 3.91% | 500,000 | - | - | $92,265,000 |
| SERVICETITAN INC | TTAN | Other | 3.90% | 1,300,000 | +55,275 | +4.44% | $91,923,000 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 3.34% | 165,000 | +165,000 | +100.00% | $78,799,050 |
| KLAVIYO INC | KVYO | Technology | 1.48% | 2,316,796 | - | - | $34,983,620 |