Latest GREENOAKS CAPITAL PARTNERS LLC Stock Portfolio

GREENOAKS CAPITAL PARTNERS LLC Performance:

2025 Q4: 0.36%YTD: 58.86%2024: 127.13%

Performance for 2025 Q4 is 0.36%, and YTD is 58.86%, and 2024 is 127.13%.

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

On 2026-02-17, the fund reported it's updated stock portfolio. In the 13F Holdings report, GREENOAKS CAPITAL PARTNERS LLC reported an equity portfolio of $3 Billions as of 31 Dec, 2025.

The top stock holdings of GREENOAKS CAPITAL PARTNERS LLC are CVNA, CPNG, . The fund has invested 60% of it's portfolio in CARVANA CO and 12.2% of portfolio in COUPANG INC.

They significantly reduced their stock positions in AMAZON COM INC (AMZN), TOAST INC (TOST) and FIGMA INC. GREENOAKS CAPITAL PARTNERS LLC opened new stock positions in NAVAN INC. The fund showed a lot of confidence in some stocks as they added substantially to VEEVA SYS INC (VEEV) and SERVICETITAN INC.

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

Our best estimate is that GREENOAKS CAPITAL PARTNERS LLC made a return of 0.36% in the last quarter. In trailing 12 months, it's portfolio return was 58.86%.

Performance
S&P 500

New Buys

Ticker	$ Bought
navan inc	274,088,000
bbb foods inc	9,339,850

New stocks bought by GREENOAKS CAPITAL PARTNERS LLC

Additions

Ticker	% Inc.
veeva sys inc	198
servicetitan inc	20.58

Additions to existing portfolio by GREENOAKS CAPITAL PARTNERS LLC

Reductions

Ticker	% Reduced
amazon com inc	-81.2
toast inc	-54.09
figma inc	-24.2
carvana co	-19.53

GREENOAKS CAPITAL PARTNERS LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by GREENOAKS CAPITAL PARTNERS LLC

Sector Distribution

GREENOAKS CAPITAL PARTNERS LLC has about 72.5% of it's holdings in Consumer Cyclical sector.

Sector	%
Consumer Cyclical	72.5
Others	21.5
Healthcare	5.2

Market Cap. Distribution

GREENOAKS CAPITAL PARTNERS LLC has about 78.1% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	78.1
UNALLOCATED	21.5

Stocks belong to which Index?

About 60% of the stocks held by GREENOAKS CAPITAL PARTNERS LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
RUSSELL 2000	60
Others	39.7

Top 5 Winners (%)		%
	klaviyo inc	17.3 %
CVNA	carvana co	10.7 %
	servicetitan inc	5.1 %
AMZN	amazon com inc	3.0 %

Top 5 Winners ($)		$
CVNA	carvana co	212.7 M
	klaviyo inc	11.1 M
	servicetitan inc	8.1 M
AMZN	amazon com inc	1.6 M

Top 5 Losers (%)		%
CPNG	coupang inc	-26.7 %
	figma inc	-24.6 %
VEEV	veeva sys inc	-18.3 %
TOST	toast inc	-2.0 %

Top 5 Losers ($)		$
CPNG	coupang inc	-132.4 M
	figma inc	-52.7 M
VEEV	veeva sys inc	-34.6 M
TOST	toast inc	-1.1 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. CPNG proved to be the most loss making stock for the portfolio. CVNA was the most profitable stock for GREENOAKS CAPITAL PARTNERS LLC last quarter.

Last Reported on: 17 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AMZN	amazon com inc	0.35	45,499	10,502,100	reduced	-81.2

CPNG	coupang inc	12.17	15,377,900	362,765,000	unchanged	0.00

CVNA	carvana co	59.96	4,235,610	1,787,510,000	reduced	-19.53

TOST	toast inc	0.81	680,317	24,158,100	reduced	-54.09

VEEV	veeva sys inc	5.20	694,926	155,128,000	added	198

	navan inc	9.19	16,047,300	274,088,000	new

	servicetitan inc	5.54	1,552,260	165,315,000	added	20.58

	figma inc	3.93	3,132,850	117,075,000	reduced	-24.2

	klaviyo inc	2.52	2,316,800	75,226,400	unchanged	0.00

	bbb foods inc	0.31	279,720	9,339,850	new