Data as of Q4 2025 (Dec 31, 2025)

GREENOAKS CAPITAL PARTNERS LLC

โ€ขCIK: 1840735โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

NAVN
NAVAN INC
NEW
9.2% of portfolio
VEEV
VEEVA SYS INC
+198.2%
5.2% of portfolio
TTAN
SERVICETITAN INC
+20.6%
5.5% of portfolio
โ€”
BBB FOODS INC
NEW
0.3% of portfolio

๐Ÿ“‰ Biggest Sells

CVNA
CARVANA CO
-19.5%
60.0% of portfolio
AMZN
AMAZON COM INC
-81.2%
0.4% of portfolio
FIG
FIGMA INC
-24.2%
3.9% of portfolio
TOST
TOAST INC
-54.1%
0.8% of portfolio

Sector Breakdown

Other99.6%
Consumer0.4%

Changes from Q3 2025

NEW2 new positions
โ†‘2 increased
โ†“4 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023