greenoaks-13f

13F disclosure

greenoaks 13f

reported through filed loaded 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 59.61%
CPNG COUPANG INC 18.94%
AMZN AMAZON COM INC 4.55%
DASH DOORDASH INC 3.91%
TTAN SERVICETITAN INC 3.90%
TSM TAIWAN SEMICONDUCTOR MANUFAC 3.34%
SPCX SPACE EXPLORATION TECHN CORP 1.87%
KVYO KLAVIYO INC 1.48%
CBRS CEREBRAS SYSTEMS INC 1.41%
NAVN NAVAN INC 0.98%

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