Latest GREENOAKS CAPITAL PARTNERS LLC Stock Portfolio
$2.36Billion | No. of Holdings #10
GREENOAKS CAPITAL PARTNERS LLC Performance
2026 Q2-54.53%
YTD-65.14%
2025+58.86%
About GREENOAKS CAPITAL PARTNERS LLC and 13F Hedge Fund Stock Holdings
On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Greenoaks Capital Partners LLC reported an equity portfolio of $2.4 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Greenoaks Capital Partners LLC are CVNA, CPNG, AMZN. The fund has invested 59.6% of it's portfolio in CARVANA CO and 18.9% of portfolio in COUPANG INC. <br><br> The fund managers got completely rid off VEEVA SYS INC (VEEV) and FIGMA INC stocks. They significantly reduced their stock positions in NAVAN INC. Greenoaks Capital Partners LLC opened new stock positions in TAIWAN SEMICONDUCTOR MANUFAC (TSM) and SPACE EXPLORATION TECHN CORP. The fund showed a lot of confidence in some stocks as they added substantially to AMAZON COM INC (AMZN), CARVANA CO (CVNA) and SERVICETITAN INC.
GREENOAKS CAPITAL PARTNERS LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$2.36Billion
as of Aug 14, 2026GREENOAKS CAPITAL PARTNERS LLC Annual Return Estimates Vs S&P 500
Our best estimate is that GREENOAKS LLC made a return of -54.53% in the last quarter. In trailing 12 months, it's portfolio return was -62.42%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| taiwan semiconductor manufac | 78,799,000 |
| space exploration techn corp | 44,035,700 |
| cerebras systems inc | 33,150,000 |
New stocks bought by GREENOAKS CAPITAL PARTNERS LLC
Additions
| Ticker | % Inc. |
|---|---|
| amazon com inc | 508 |
| carvana co | 407 |
| servicetitan inc | 4.44 |
Additions to existing portfolio by GREENOAKS CAPITAL PARTNERS LLC
Reductions
| Ticker | % Reduced |
|---|---|
| navan inc | -92.96 |
GREENOAKS CAPITAL PARTNERS LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| figma inc | -31,710,000 |
| bbb foods inc | -9,893,700 |
| veeva sys inc | -43,915,000 |
GREENOAKS CAPITAL PARTNERS LLC got rid off the above stocks
Sector Distribution
GREENOAKS LLC has about 83.1% of it's holdings in Consumer Cyclical sector.
- Consumer Cyclical
- Others
- Communication Services
| Sector | % |
|---|---|
| Consumer Cyclical | 83.1 |
| Others | 13 |
| Communication Services | 3.9 |
Market Cap. Distribution
GREENOAKS LLC has about 27.5% of it's portfolio invested in the large-cap and mega-cap stocks.
- MID-CAP
- LARGE-CAP
- UNALLOCATED
- MEGA-CAP
| Category | % |
|---|---|
| MID-CAP | 59.6 |
| LARGE-CAP | 22.9 |
| UNALLOCATED | 13 |
| MEGA-CAP | 4.6 |
Stocks belong to which Index?
About 64.2% of the stocks held by GREENOAKS LLC either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- Others
- S&P 500
| Index | % |
|---|---|
| RUSSELL 2000 | 59.6 |
| Others | 35.8 |
| S&P 500 | 4.6 |
GREENOAKS CAPITAL PARTNERS LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of GREENOAKS CAPITAL PARTNERS LLC
GREENOAKS LLC has 10 stocks in it's portfolio. CVNA proved to be the most loss making stock for the portfolio. was the most profitable stock for GREENOAKS LLC last quarter.
$2.36BTotal Value
13.00Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Amazon Com Inc Amazon Com IncAMZN GREENOAKS CAPITAL PARTNERS LLC's holding in Amazon Com Inc over time | 4.55% | 450,000 | $107.25M 4.55% | 508.11%increased 508.11 percentadded | |
 Coupang Inc Coupang IncCPNG GREENOAKS CAPITAL PARTNERS LLC's holding in Coupang Inc over time | 18.94% | 25,704,900 | $446.50M 18.94% | 0%unchanged 0 percentunchanged | |
 Carvana Co Carvana CoCVNA GREENOAKS CAPITAL PARTNERS LLC's holding in Carvana Co over time | 59.61% | 21,344,200 | $1.40B 59.61% | 407.85%increased 407.85 percentadded | |
 Doordash Inc Doordash IncDASH GREENOAKS CAPITAL PARTNERS LLC's holding in Doordash Inc over time | 3.92% | 500,000 | $92.27M 3.92% | 0%unchanged 0 percentunchanged | |
 TSM Taiwan Semiconductor ManufacTaiwan Semiconductor ManufacTSM | 3.34% | 165,000 | $78.80M 3.34% | Newnew position | |
 Veeva Sys Inc Veeva Sys IncVEEV GREENOAKS CAPITAL PARTNERS LLC's holding in Veeva Sys Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
Shs Cl A Servicetitan IncServicetitan Inc | 3.9% | 1,300,000 | $91.92M 3.9% | 4.44%increased 4.44 percentadded | |
Class A Com Stk Space Exploration Techn CorpSpace Exploration Techn Corp | 1.87% | 257,730 | $44.04M 1.87% | Newnew position | |
Com Ser A Klaviyo IncKlaviyo Inc | 1.48% | 2,316,800 | $34.98M 1.48% | 0%unchanged 0 percentunchanged | |
Com Cl A Cerebras Systems IncCerebras Systems Inc | 1.41% | 150,000 | $33.15M 1.41% | Newnew position | |
Cl A Navan IncNavan Inc | 0.98% | 1,010,000 | $23.10M 0.98% | 92.96%decreased 92.96 percentreduced | |
Cl A Com Bbb Foods IncBbb Foods Inc | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
Class A Com Stk Figma IncFigma Inc | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |