2026 Q1 Portfolio Activity
In 2026 Q1, GREENOAKS CAPITAL PARTNERS LLC maintained a portfolio of 11 distinct positions. The most significant new addition was DOORDASH INC, now representing 3.27% of the total fund value. They heavily accumulated shares in COUPANG INC, increasing the position by 67.2%. The fund also reduced its exposure to VEEVA SYS INC by 64.0%.
Position History
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Total Positions
11
Quarter
2026 Q1
Top Holding
CVNA (57.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
GREENOAKS CAPITAL PARTNERS LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CVNA
CARVANA CO
|
Consumer Cyclical | 57.53% | 59.96% |
#1
Prev: #1
|
6.5 |
—
|
-32,779 | -0.8% |
P
S
|
4,202,834 | $1,321,286,953 | 2022 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 21.13% | 12.17% |
#2
Prev: #2
|
8.5 |
—
|
10,327,000 | 67.2% |
P
S
|
25,704,927 | $485,309,022 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NAVN
NAVAN INC
|
Technology | 8.27% | 9.19% |
#3
Prev: #3
|
4.8 |
—
|
-1,698,000 | -10.6% |
P
S
|
14,349,328 | $189,985,103 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 3.44% | 5.55% |
#4
Prev: #4
|
2.4 |
—
|
-307,532 | -19.8% |
P
S
|
1,244,725 | $78,990,249 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 3.27% | — |
#5
Prev: #—
|
5.3 |
—
|
500,000 | — |
NEW
|
500,000 | $75,075,000 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
KVYO
KLAVIYO INC
|
Technology | 1.96% | 2.52% |
#6
1
Prev: #7
|
1.8 |
—
|
no change | no change |
P
S
|
2,316,796 | $45,084,850 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
VEEV
VEEVA SYS INC
|
Healthcare | 1.91% | 5.20% |
#7
2
Prev: #5
|
0.8 |
—
|
-444,926 | -64.0% |
P
S
|
250,000 | $43,915,000 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIG
FIGMA INC
|
Technology | 1.38% | 3.93% |
#8
2
Prev: #6
|
0.6 |
—
|
-1,632,853 | -52.1% |
P
S
|
1,500,000 | $31,710,000 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.67% | 0.35% |
#9
Prev: #9
|
3.3 |
—
|
28,501 | 62.6% |
P
S
|
74,000 | $15,411,980 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TBBB
BBB FOODS INC
|
Consumer Defensive | 0.43% | 0.31% |
#10
Prev: #10
|
1.2 |
—
|
no change | no change |
P
S
|
279,720 | $9,893,696 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TOST
TOAST INC
|
Technology | 0.00% | 0.81% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-680,317 | -100.0% |
CLOSED
|
— | $— | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-11 of 11 holdings