Manager
Greenoaks Capital Partners
Scorecard
Manager quality
Rank
11
Grade
A+
Signal
77.9
Evidence
thin
Alpha OwnershipFlowServicegen 2026-08-18 8:55 PM PDTas of 2026-06-30124 / 129 managers
Components
Score ingredients
| AUM | $2.3B |
|---|---|
| Holdings | 8 |
| Quality score | 73.0 |
| Filing signal | 85.3 |
| 90d excess return | 4.2% |
| 3y excess return | 6.1% |
| Top20 concentration | 100.0% |
| Turnover | 13.5% |
| Notes | low_price_coverage |
Latest reported book
Top holdings
| Ticker | Issuer | Value | Weight | Shares | Type |
|---|---|---|---|---|---|
| CVNA | CARVANA CO | $1.4B | 61.6% | 21,344,170 | Common |
| CPNG | COUPANG INC | $446.5M | 19.6% | 25,704,927 | Common |
| AMZN | AMAZON COM INC | $107.3M | 4.7% | 450,000 | Common |
| DASH | DOORDASH INC | $92.3M | 4.0% | 500,000 | Common |
| TTAN | SERVICETITAN INC | $91.9M | 4.0% | 1,300,000 | Common |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $78.8M | 3.5% | 165,000 | Common |
| KVYO | KLAVIYO INC | $35.0M | 1.5% | 2,316,796 | Common |
| NAVN | NAVAN INC | $23.1M | 1.0% | 1,010,000 | Common |
Quarter over quarter
Position changes
| Ticker | Lifecycle | Shares Δ | Value Δ | Weight | Type |
|---|---|---|---|---|---|
| NAVN | TRIM | -13,339,328 | -$166.9M | 7.4% | Common |
| AMZN | BUILD | 376,000 | $91.8M | 4.2% | Common |
| CVNA | BUILD | 17,141,336 | $83.6M | 54.4% | Common |
| TSM | INITIATION | 165,000 | $78.8M | 3.1% | Common |
| VEEV | EXIT | -250,000 | -$43.9M | 1.7% | Common |
| CPNG | CORE | 0 | -$38.8M | 18.8% | Common |
| FIG | EXIT | -1,500,000 | -$31.7M | 1.2% | Common |
| DASH | CORE | 0 | $17.2M | 3.6% | Common |
| TTAN | BUILD | 55,275 | $12.9M | 3.6% | Common |
| KVYO | CORE | 0 | -$10.1M | 1.7% | Common |
| TBBB | EXIT | -279,720 | -$9.9M | 0.4% | Common |
Positive reported value change is not, by itself, evidence of buying; read it with shares and lifecycle state.
Boundary
What this filing does not show
13F reports selected U.S.-listed positions at quarter end. It does not reveal the manager's complete short book, non-reportable assets, option strikes or expiries, or total economic exposure.
CLI
Full dossier
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