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GREENOAKS LLC

13F filer · CIK 1840735 · Orinda, CA

Summary
GREENOAKS LLC reported $2.36B across 10 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are CVNA (59.6%), CPNG (18.9%), AMZN (4.6%). Versus 2026 Q1, leaving options aside, it opened 3 new positions, added to 3, trimmed 1 and sold out of 3.
Reported value$2.36B
Positions10
Report period2026 Q2
FiledAug 14, 2026
New positions3
Added3
Trimmed1
Sold out3

Top 10 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 59.6%Value $1.40BPrice $63.62Shares 21.34M +407.85%Since Jun 30 -3.34%
Weight 18.9%Value $446.49MPrice $13.85Shares 25.70MSince Jun 30 -20.26%
Weight 4.6%Value $107.25MPrice $246.67Shares 450K +508.11%Since Jun 30 +3.50%
Weight 3.9%Value $92.27MPrice $187.10Shares 500KSince Jun 30 +1.39%
Weight 3.9%Value $91.92MPrice $63.52Shares 1.30M +4.44%Since Jun 30 -10.17%
Weight 3.3%Value $78.80MPrice $456.94Shares 165KSince Jun 30 -4.32%
Weight 1.9%Value $44.04MPrice $149.24Shares 258KSince Jun 30 -12.65%
Weight 1.5%Value $34.98MPrice $15.25Shares 2.32MSince Jun 30 +0.99%
Weight 1.4%Value $33.15MPrice $194.95Shares 150KSince Jun 30 -11.79%
Weight 1.0%Value $23.10MPrice $20.69Shares 1.01M -92.96%Since Jun 30 -9.53%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

Largest sells in 2026 Q2

NAVNNAVNNAVAN INC≈ $176.61MTrim
VEEVVEEVVEEVA SYS INC≈ $43.91MSold
FIGFIGFIGMA INC≈ $31.71MSold
TBBBTBBBBBB FOODS INC≈ $9.89MSold

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR