GREENOAKS CAPITAL PARTNERS LLC
โขCIK: 1840735โขFiling: Q4 2025
**GREENOAKS CAPITAL PARTNERS LLC** manages $3.0B across a concentrated portfolio of 10 positions. The fund exhibits significant overweighting in the healthcare and specialized credit sectors, highlighted by a dominant $1,787.5M allocation to CVNA. Further notable holdings include substantial positions in CPNG ($362.8M) and NAVN ($274.1M). This structure suggests a deep, conviction-driven approach targeting value within complex, asset-heavy industries.
Total AUM
$3.0B
QoQ Performance
-2.8%
Positions
10
Top 10 Concentration
100.0%
Latest Filing
Q4 2025
Top Holdings Allocation
CVNA
CPNG
NAVN
TTAN
VEEV
CVNA60.0%
CPNG12.2%
NAVN9.2%
TTAN5.5%
VEEV5.2%
FIG3.9%
KVYO2.5%
TOST0.8%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other99.6%
Consumer0.4%
Changes from Q3 2025
NEW2 new positions
โ2 increased
โ4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023