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GREENOAKS CAPITAL PARTNERS LLC

Q2 2025 · Filed 2025-08-14
Market Value
$2.7B
+47.4%
Holdings
7
-2
New Purchases
0
Added To
3
Closed
0
Reduced
3
Top 10 Concentration
100.0%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CVNA 71.57% 67.87% +3.70% $1.9B
CPNG 17.30% 16.82% +0.47% $461M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TOST 2.60% 4.07% -1.48% $69M
KVYO 2.96% 3.88% -0.92% $79M
TTAN 3.42% 4.17% -0.75% $91M
AMZN 1.99% 2.55% -0.56% $53M
PCOR 0.16% 0.63% -0.47% $4M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $53M 2.0%
Large Cap 3 $2.4B 91.5%
Mid Cap 3 $174M 6.5%

Portfolio Analytics

Avg Market Cap
$428.4B
Median Market Cap
$13.4B
Avg P/E
31.7
Median P/E
31.5
Avg Dividend Yield
—%
Avg Beta
1.34
# Stocks
7
# ETFs / Funds
0

Top Holdings (7 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CVNA 71.57% 5,657,525 $1.9B $336.96 $680M -207,000 -3.5%
2 CPNG 17.30% 15,377,927 $461M $29.96 $157M +1,519,871 +11.0%
3 TTAN 3.42% 850,933 $91M $107.18 $16M +58,309 +7.4%
4 KVYO 2.96% 2,345,580 $79M $33.58 $9M +28,784 +1.2%
5 TOST 2.60% 1,561,857 $69M $44.29 -$4M -656,508 -29.6%
6 AMZN 1.99% 242,000 $53M $219.39 $7M
7 PCOR 0.16% 63,740 $4M $68.42 -$7M -109,693 -63.2%
View SEC EDGAR Filings for GREENOAKS CAPITAL PARTNERS LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms