GREENOAKS CAPITAL PARTNERS LLC
CIK: 0001840735SEC EDGAR →
Portfolio Value
$3.0B
Holdings
10
As of
Q4 2025
New Positions
2
Closed Positions
1
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CARVANA CO | 4,235,613 | $1.8B | 59.96% |
| 2 | COUPANG INC | 15,377,927 | $362.8M | 12.17% |
| 3 | NAVAN INC | 16,047,328 | $274.1M | 9.19% |
| 4 | SERVICETITAN INC | 1,552,257 | $165.3M | 5.55% |
| 5 | VEEVA SYS INC | 694,926 | $155.1M | 5.20% |
| 6 | FIGMA INC | 3,132,853 | $117.1M | 3.93% |
| 7 | KLAVIYO INC | 2,316,796 | $75.2M | 2.52% |
| 8 | TOAST INC | 680,317 | $24.2M | 0.81% |
| 9 | AMAZON COM INC | 45,499 | $10.5M | 0.35% |
| 10 | BBB FOODS INC | 279,720 | $9.3M | 0.31% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 3 | $2.2B | 72.5% |
| Technology | 5 | $655.9M | 22.0% |
| Healthcare | 1 | $155.1M | 5.2% |
| Consumer Defensive | 1 | $9.3M | 0.3% |