13F disclosure

greenoaks 13f

reported through Mar 31, 2026 filed May 15, 2026 loaded Jun 5, 2026 disclosed holdings 10

Reported allocations

Quarter-end holdings from the manager’s 13F. Weight is calculated from the disclosed equity book; it is not our simulated mirror allocation and it is not a live portfolio.

CVNA CARVANA CO 57.78%

CPNG COUPANG INC 21.22%

NAVN NAVAN INC 8.31%

TTAN SERVICETITAN INC 3.45%

DASH DOORDASH INC 3.28%

KVYO KLAVIYO INC 1.97%

VEEV VEEVA SYS INC 1.92%

FIG FIGMA INC 1.39%

AMZN AMAZON COM INC 0.67%

Unmapped BBB FOODS INC 0.43%

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No playbook on file for this reported portfolio. The disclosure dates and reported allocations above are the source record.