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GREENOAKS LLC

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13F filer, CIK 1840735, ORINDA, CA

GREENOAKS LLC reported $2,981,111,830 across 10 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001840735-26-000003

Period
2025-12-31
Reported value
$2.98B
Holdings
10
Top 10 weight
100%
New
2
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NAVNnew+16,047,328$274M
VEEVadded+461,908$103M
TTANadded+264,926$28.2M
TBBBnew+279,720$9.34M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CVNAreduced-1,028,306-$434M
AMZNreduced-196,501-$45.4M
FIGreduced-1,000,000-$37.4M
TOSTreduced-801,540-$28.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001840735-26-000003, largest first. % of portfolio is the value over $2,981,111,830, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,838,453 shares; 2024Q4: 5,705,419 shares; 2025Q1: 5,864,525 shares; 2025Q2: 5,657,525 shares; 2025Q3: 5,263,919 shares; 2025Q4: 4,235,613 shares 4,235,613$1.79B59.96%-1,028,306Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,607,857 shares; 2024Q4: 13,858,056 shares; 2025Q1: 13,858,056 shares; 2025Q2: 15,377,927 shares; 2025Q3: 15,377,927 shares; 2025Q4: 15,377,927 shares 15,377,927$363M12.17%0Timeline
NAVNNAVAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 16,047,328 shares 16,047,328$274M9.19%newTimeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 723,030 shares; 2025Q1: 792,624 shares; 2025Q2: 850,933 shares; 2025Q3: 1,287,331 shares; 2025Q4: 1,552,257 shares 1,552,257$165M5.55%+264,926Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 233,018 shares; 2025Q4: 694,926 shares 694,926$155M5.2%+461,908Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,132,853 shares; 2025Q4: 3,132,853 shares 3,132,853$117M3.93%-1,000,000Timeline
KVYOKLAVIYO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316,796 shares; 2024Q4: 2,316,796 shares; 2025Q1: 2,316,796 shares; 2025Q2: 2,345,580 shares; 2025Q3: 2,316,796 shares; 2025Q4: 2,316,796 shares 2,316,796$75.2M2.52%0Timeline
TOSTTOAST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,213,408 shares; 2024Q4: 2,138,365 shares; 2025Q1: 2,218,365 shares; 2025Q2: 1,561,857 shares; 2025Q3: 1,481,857 shares; 2025Q4: 680,317 shares 680,317$24.2M0.81%-801,540Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 260,000 shares; 2024Q4: 260,000 shares; 2025Q1: 242,000 shares; 2025Q2: 242,000 shares; 2025Q3: 242,000 shares; 2025Q4: 45,499 shares 45,499$10.5M0.35%-196,501Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 279,720 shares 279,720$9.34M0.31%newTimeline

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001840735-26-000003 base2026-02-17acceptance time not in the bulk data set