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Latest GREENOAKS CAPITAL PARTNERS LLC Stock Portfolio

$2.30Billion | No. of Holdings #10

GREENOAKS CAPITAL PARTNERS LLC Performance

2026 Q1-23.34%
YTD-23.34%
2025+58.86%

About GREENOAKS CAPITAL PARTNERS LLC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, GREENOAKS CAPITAL PARTNERS LLC reported an equity portfolio of $2.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of GREENOAKS CAPITAL PARTNERS LLC are CVNA, CPNG, . The fund has invested 57.5% of it's portfolio in CARVANA CO and 21.1% of portfolio in COUPANG INC. <br><br> The fund managers got completely rid off TOAST INC (TOST) stocks. They significantly reduced their stock positions in VEEVA SYS INC (VEEV), FIGMA INC and CARVANA CO (CVNA). GREENOAKS CAPITAL PARTNERS LLC opened new stock positions in DOORDASH INC (DASH). The fund showed a lot of confidence in some stocks as they added substantially to COUPANG INC (CPNG) and AMAZON COM INC (AMZN).
GREENOAKS CAPITAL PARTNERS LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$2.30Billion
  as of May 15, 2026

GREENOAKS CAPITAL PARTNERS LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Greenoaks Capital Partners LLC made a return of -23.34% in the last quarter. In trailing 12 months, it's portfolio return was 22.8%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
doordash inc75,075,000
New stocks bought by GREENOAKS CAPITAL PARTNERS LLC

Additions

Ticker% Inc.
coupang inc67.15
amazon com inc62.64
Additions to existing portfolio by GREENOAKS CAPITAL PARTNERS LLC

Reductions

Ticker% Reduced
veeva sys inc-64.02
figma inc-52.12
servicetitan inc-19.81
navan inc-10.58
carvana co-0.77
GREENOAKS CAPITAL PARTNERS LLC reduced stake in above stock

Sold off

Ticker$ Sold
toast inc-24,158,100
GREENOAKS CAPITAL PARTNERS LLC got rid off the above stocks

Sector Distribution

Greenoaks Capital Partners LLC has about 79.3% of it's holdings in Consumer Cyclical sector.

  • Consumer Cyclical
  • Others
  • Communication Services
  • Healthcare
Sector%
Consumer Cyclical79.3
Others15.5
Communication Services3.3
Healthcare1.9

Market Cap. Distribution

Greenoaks Capital Partners LLC has about 83.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • UNALLOCATED
Category%
LARGE-CAP83.8
UNALLOCATED15.5

Stocks belong to which Index?

About 57.5% of the stocks held by Greenoaks Capital Partners LLC either belong to S&P 500 or RUSSELL 2000 index.

  • RUSSELL 2000
  • Others
Index%
RUSSELL 200057.5
Others41.8
Top 5 Winners (%)%
bbb foods inc
5.9 %
Top 5 Winners ($)$
bbb foods inc
0.6 M
Top 5 Losers (%)%
klaviyo inc
-40.1 %
servicetitan inc
-36.4 %
figma inc
-32.1 %
CVNA
carvana co
-25.4 %
navan inc
-21.3 %
Top 5 Losers ($)$
CVNA
carvana co
-454.2 M
CPNG
coupang inc
-96.8 M
servicetitan inc
-60.2 M
navan inc
-58.4 M
figma inc
-37.6 M

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 Capital Partners 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 Capital Partners LLC last quarter.

$2.30BTotal Value
11.00Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of GREENOAKS CAPITAL PARTNERS LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
Cl A
Navan Inc

Navan Inc

GREENOAKS CAPITAL PARTNERS LLC's holding in Navan Inc over time
8.27%14,349,300
$189.99M
8.27%
decreased 10.58 percentreduced
Shs Cl A
Servicetitan Inc

Servicetitan Inc

GREENOAKS CAPITAL PARTNERS LLC's holding in Servicetitan Inc over time
3.44%1,244,720
$78.99M
3.44%
decreased 19.81 percentreduced
Com Ser A
Klaviyo Inc

Klaviyo Inc

GREENOAKS CAPITAL PARTNERS LLC's holding in Klaviyo Inc over time
1.96%2,316,800
$45.08M
1.96%
unchanged 0 percentunchanged
Class A Com Stk
Figma Inc

Figma Inc

GREENOAKS CAPITAL PARTNERS LLC's holding in Figma Inc over time
1.38%1,500,000
$31.71M
1.38%
decreased 52.12 percentreduced
Cl A Com
Bbb Foods Inc

Bbb Foods Inc

GREENOAKS CAPITAL PARTNERS LLC's holding in Bbb Foods Inc over time
0.43%279,720
$9.89M
0.43%
unchanged 0 percentunchanged