GREENOAKS CAPITAL PARTNERS LLC

CIK: 0001840735SEC EDGAR →

Portfolio Value

$3.0T

Holdings

10

As of

Q4 2025

New Positions

2

Closed Positions

1

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

CARVANA CO

4,235,613$1.8T
59.96%
2

COUPANG INC

15,377,927$362.8B
12.17%
3

NAVAN INC

16,047,328$274.1B
9.19%
4

SERVICETITAN INC

1,552,257$165.3B
5.55%
5

VEEVA SYS INC

694,926$155.1B
5.20%
6

FIGMA INC

3,132,853$117.1B
3.93%
7

KLAVIYO INC

2,316,796$75.2B
2.52%
8

TOAST INC

680,317$24.2B
0.81%
9

AMAZON COM INC

45,499$10.5B
0.35%
10

BBB FOODS INC

279,720$9.3B
0.31%

Quarterly Changes

Top Buys

NAVNNEW
$274.1B
VEEV↑ Increased
$85.7B
TTAN↑ Increased
$35.5B
TBBBNEW
$9.3B

Top Sells

CVNA↓ Decreased
$198.2B
FIG↓ Decreased
$97.3B
AMZN↓ Decreased
$42.6B
TOST↓ Decreased
$29.9B

New Positions (2)

$274.1B · 16.0M shares
$9.3B · 280K shares

Sector Breakdown

Sector# HoldingsValue%
Consumer Cyclical3$2.2T72.5%
Technology5$655.9B22.0%
Healthcare1$155.1B5.2%
Consumer Defensive1$9.3B0.3%