1y return−12.2%S&P 500 +20.9%
3y return+279.2%S&P 500 +68.5%
5y return+70.6%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $169 against $200 in the S&P 500.2
Greenoaks LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CVNACarvana Co | $1.4B | 59.6% | +1.6% |
| CPNGCoupang Inc | $446.5M | 18.9% | |
| AMZNAmazon Com Inc | $107.3M | 4.6% | +508.1% |
| DASHDoordash Inc | $92.3M | 3.9% | |
| TTANServicetitan Inc | $91.9M | 3.9% | +4.4% |
| TSMTaiwan Semiconductor Manufac | $78.8M | 3.3% | New |
| SPCXSpace Exploration Techn Corp | $44.0M | 1.9% | New |
| KVYOKlaviyo Inc | $35.0M | 1.5% | |
| CBRSCerebras Systems Inc | $33.1M | 1.4% | New |
| NAVNNavan Inc | $23.1M | 1.0% | −93.0% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AMZNAmazon Com Inc | December 31, 2022 | +183.7% | $107.3M |
| NAVNNavan Inc | December 31, 2025 | +33.9% | $23.1M |
| DASHDoordash Inc | March 31, 2026 | +22.9% | $92.3M |
| TTANServicetitan Inc | December 31, 2024 | −31.3% | $91.9M |
| KVYOKlaviyo Inc | March 31, 2024 | −40.7% | $35.0M |
| CPNGCoupang Inc | March 31, 2021 | −64.8% | $446.5M |
Sold off last quarter
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.7% | +14.8% |
| March 31, 2026 | −26.1% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +8.7% | +7.8% |
| June 30, 2025 | +50.4% | +10.5% |
| March 31, 2025 | −0.8% | −4.6% |
| December 31, 2024 | +14.0% | +2.1% |
| September 30, 2024 | +25.5% | +5.4% |
| June 30, 2024 | +23.0% | +4.0% |
| March 31, 2024 | +36.8% | +10.0% |
| December 31, 2023 | +10.8% | +11.2% |
| September 30, 2023 | +8.4% | −3.6% |
| June 30, 2023 | +26.8% | +8.3% |
| March 31, 2023 | +22.0% | +7.0% |
| December 31, 2022 | −8.3% | +7.1% |
| September 30, 2022 | +20.4% | −5.3% |
| June 30, 2022 | −30.8% | −16.5% |
| March 31, 2022 | −38.7% | −4.9% |
| December 31, 2021 | −6.6% | +10.7% |
| September 30, 2021 | −33.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Greenoaks LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1840735&type=13F-HR&dateb=&owner=include&count=40CIK 1840735
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1840735/000184073526000028/Filed August 14, 2026 · accession 0001840735-26-000028