StockDriftsStockDriftsTop 8 Greenoaks LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 59.61% | 21.34M | $1.40B | +1.57%(+330.00K) | $10.05(+651.90%) | 2026-06-30 | |
| CPNG | COUPANG INC | 18.94% | 25.70M | $446.5M | +0.00%(+0) | $31.52(-48.85%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.55% | 450.0K | $107.3M | +508.11%(+376.00K) | $207.20(+26.70%) | 2026-06-30 | |
| DASH | DOORDASH INC | 3.91% | 500.0K | $92.3M | +0.00%(+0) | $146.31(+48.33%) | 2026-06-30 | |
| TTAN | SERVICETITAN INC | 3.9% | 1.30M | $91.9M | +4.44%(+55.27K) | $101.50(-10.94%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.34% | 165.0K | $78.8M | new | $397.04(+7.52%) | 2026-06-30 | |
| KVYO | KLAVIYO INC | 1.48% | 2.32M | $35.0M | +0.00%(+0) | $27.47(-35.03%) | 2026-06-30 | |
| NAVN | NAVAN INC | 0.98% | 1.01M | $23.1M | -92.96%(-13.34M) | $17.08(+72.54%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +28.54% | +112.39% | -3.20% | -15.00% |
| Top 20 Holdings Unweighted | +10.53% | +35.04% | -8.66% | -36.41% |
Greenoaks LLC reports $2.36B in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are CVNA (59.6%), CPNG (18.9%) and AMZN (4.5%). The top 20 holdings account for 96.71% of reported assets. Its disclosed equity book has returned +112.39% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Greenoaks LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1840735). View Greenoaks LLC’s 13F filings on SEC