Greenoaks Capital

Name: Greenoaks Capital 13F holdings, Q2 2026
Creator: Greenoaks Capital

13F Holdings · CIK 1840735 · filed 2026-08-14

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New Positions

30% of current holdings

Exited

30% of prior holdings

Increased

30% of prior holdings

Decreased

10% of prior holdings

Total holdings: 10 → 10

Show unchanged positions

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1 split-adjusted10 positions

					Shares				Value ($)

New	Long	CEREBRAS SYSTEMS INC	15675D103	COM CL A	—	150,000	+150,000	—	—	$33.1M	+$33.1M	—
New	Long	SPACE EXPLORATION TECHN CORP	84615Q103	CLASS A COM STK	—	257,730	+257,730	—	—	$44.0M	+$44.0M	—
New	Long	TAIWAN SEMICONDUCTOR MANUFAC	874039100	SPONSORED ADS	—	165,000	+165,000	—	—	$78.8M	+$78.8M	—
Exited	Long	BBB FOODS INC	G0896C103	CL A COM	279,720	—	−279,720	−100.0%	$9.9M	—	−$9.9M	−100.0%
Exited	Long	FIGMA INC	316841105	CLASS A COM STK	1,500,000	—	−1,500,000	−100.0%	$31.7M	—	−$31.7M	−100.0%
Exited	Long	VEEVA SYS INC	922475108	CL A COM	250,000	—	−250,000	−100.0%	$43.9M	—	−$43.9M	−100.0%
Increased	Long	AMAZON COM INC	023135106	COM	74,000	450,000	+376,000	+508.1%	$15.4M	$107.3M	+$91.8M	+595.9%
Increased	Long	CARVANA CO5-for-1 split	146869102	CL A	21,014,170	21,344,170	+330,000	+1.6%	$1.32B	$1.40B	+$83.6M	+6.3%
Increased	Long	SERVICETITAN INC	81764X103	SHS CL A	1,244,725	1,300,000	+55,275	+4.4%	$79.0M	$91.9M	+$12.9M	+16.4%
Decreased	Long	NAVAN INC	639193101	CL A	14,349,328	1,010,000	−13,339,328	−93.0%	$190.0M	$23.1M	−$166.9M	−87.8%