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ORINDA, CA · CIK 0001840735
New positions
3
Added to
3
Trimmed
1
Exited
3
Clone performance through . Update overdue — these are historical results, not current market conditions.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 10 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | CVNACARVANA CO | $1.40B | 59.61% | +407.9% |
| 2 | CPNGCOUPANG INC | $446.49M | 18.94% | - |
| 3 | AMZNAMAZON COM INC | $107.25M | 4.55% | +508.1% |
| 4 | DASHDOORDASH INC | $92.27M | 3.91% | - |
| 5 | TTANSERVICETITAN INC | $91.92M | 3.90% | +4.4% |
| 6 | TSMTAIWAN SEMICONDUCTOR MANUFAC | $78.80M | 3.34% | New |
| 7 | SPCXSPACE EXPLORATION TECHN CORP | $44.04M | 1.87% | New |
| 8 | KVYOKLAVIYO INC | $34.98M | 1.48% | - |
| 9 | CBRSCEREBRAS SYSTEMS INC | $33.15M | 1.41% | New |
| 10 | NAVNNAVAN INC | $23.10M | 0.98% | -93.0% |
| Stock | Value | Shares |
|---|---|---|
| TSMTAIWAN SEMICONDUCTOR MANUFAC | $78.80M | 165,000 |
| SPCXSPACE EXPLORATION TECHN CORP | $44.04M | 257,730 |
| CBRSCEREBRAS SYSTEMS INC | $33.15M | 150,000 |
As of Q2 2026, GREENOAKS LLC reported a portfolio value of $2.36B across 10 positions in their 13F filing.
GREENOAKS LLC's largest holding is CVNA with a position worth $1.40B. Their top holdings include CVNA, CPNG, AMZN, DASH, TTAN.
In Q2 2026, GREENOAKS LLC made the following changes to their portfolio: 3 new positions, 3 positions sold out, 3 positions increased, 1 position reduced.
GREENOAKS LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
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