Greenoaks LLC
Net seller this quarter
$2.36B
10
-$117M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $1.4B | 59.61% | Not reported | +1.6% | Q1 2022 |
 CPNG | $446M | 18.94% | Not reported | Not reported | Q1 2021 |
 AMZN | $107M | 4.55% | 0.00% | +508.1% | Q4 2022 |
 DASH | $92.3M | 3.91% | Not reported | Not reported | Q4 2020 |
 TTAN | $91.9M | 3.90% | 3.67% | +4.4% | Q4 2024 |
 TSM | $78.8M | 3.34% | 0.00% | New | Q2 2026 |
 SPCX | $44M | 1.87% | Not reported | New | Q2 2026 |
 KVYO | $35M | 1.48% | Not reported | Not reported | Q3 2023 |
 CBRS | $33.2M | 1.41% | Not reported | New | Q2 2026 |
 NAVN | $23.1M | 0.98% | 2.21% | -93.0% | Q4 2025 |
| Q1 2026 | |||||
| CVNA | $1.32B | 57.53% | Not reported | -0.8% | Q1 2022 |
| CPNG | $485M | 21.13% | Not reported | +67.2% | Q1 2021 |
| NAVN | $190M | 8.27% | 31.34% | -10.6% | Q4 2025 |
| TTAN | $79M | 3.44% | 3.52% | -19.8% | Q4 2024 |
| DASH | $75.1M | 3.27% | Not reported | Not reported | Q4 2020 |
| KVYO | $45.1M | 1.96% | Not reported | Not reported | Q3 2023 |
 VEEV | $43.9M | 1.91% | 0.15% | -64.0% | Q3 2025 |
 FIG | $31.7M | 1.38% | Not reported | -52.1% | Q3 2025 |
| AMZN | $15.4M | 0.67% | 0.00% | +62.6% | Q4 2022 |
 TBBB | $9.89M | 0.43% | Not reported | Not reported | Q4 2025 |
| Q4 2025 | |||||
| CVNA | $1.79B | 59.96% | Not reported | -19.5% | Q1 2022 |
| CPNG | $363M | 12.17% | Not reported | Not reported | Q1 2021 |
| NAVN | $274M | 9.19% | 35.05% | New | Q4 2025 |
| TTAN | $165M | 5.55% | 4.39% | +20.6% | Q4 2024 |
| VEEV | $155M | 5.20% | 0.42% | +198.2% | Q3 2025 |
| FIG | $117M | 3.93% | Not reported | -24.2% | Q3 2025 |
| KVYO | $75.2M | 2.52% | Not reported | Not reported | Q3 2023 |
 TOST | $24.2M | 0.81% | 0.31% | -54.1% | Q4 2021 |
| AMZN | $10.5M | 0.35% | 0.00% | -81.2% | Q4 2022 |
| TBBB | $9.34M | 0.31% | Not reported | New | Q4 2025 |
| Q3 2025 | |||||
| CVNA | $1.99B | 64.77% | Not reported | -7.0% | Q1 2022 |
| CPNG | $495M | 16.15% | Not reported | Not reported | Q1 2021 |
| FIG | $214M | 6.99% | Not reported | New | Q3 2025 |
| TTAN | $130M | 4.23% | 3.64% | +51.3% | Q4 2024 |
| VEEV | $69.4M | 2.26% | 0.14% | New | Q3 2025 |
| KVYO | $64.2M | 2.09% | Not reported | -1.2% | Q3 2023 |
| TOST | $54.1M | 1.76% | 0.67% | -5.1% | Q4 2021 |
| AMZN | $53.1M | 1.73% | 0.00% | Not reported | Q4 2022 |