GREENOAKS CAPITAL PARTNERS LLC — Quarter-over-Quarter 13F Allocation Shifts Q1 2026
In Q1 2026, GREENOAKS CAPITAL PARTNERS LLC initiated 1 new position, increased allocation to 2 existing positions, trimmed 5 positions, and exited 1 position entirely. The fund's 13F equity book declined from $2.98B to $2.30B (-23.0% QoQ) . All deltas are sourced from sequential SEC Form 13F-HR filings; share-count changes reflect explicit trading activity, while weight changes can also include price movement. This page lists every position change reported — the portfolio overview shows a summary of the top shifts.
Net Portfolio Value Change
- $2.98BPrior quarter
- $2.30BCurrent quarter
- $-0.68BNet delta
- -23.0%% change
New Position Initiations Q1 2026
Securities disclosed for the first time in Q1 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Allocation Weight | History |
|---|---|---|---|
| DOORDASH INC | DASH | 3.27% | History → |
Largest Allocation Increases Q1 2026
Largest portfolio-weight increases in existing positions. Share-count delta is shown separately so price-only re-weighting can be distinguished from active adds.
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| COUPANG INC | CPNG | +8.96% | +67.15% | History → |
| AMAZON COM INC | AMZN | +0.32% | +62.64% | History → |
Largest Allocation Reductions Q1 2026
Largest portfolio-weight decreases in existing positions (positions kept open at a lower allocation).
| Company | Ticker | Δ Weight | Δ Shares | History |
|---|---|---|---|---|
| VEEVA SYSTEMS | VEEV | -3.29% | -64.02% | History → |
| FIGMA INC | FIG | -2.55% | -52.12% | History → |
| SERVICETITAN INC | TTAN | -2.11% | -19.81% | History → |
| NAVAN INC | NAVN | -0.92% | -10.58% | History → |
| CARVANA CO | CVNA | -2.43% | -0.77% | History → |
Exited Positions Q1 2026
Positions present in the prior 13F-HR filing that no longer appear in Q1 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| TOAST INC | TOST | 0.81% |
Methodology & FAQ
How GREENOAKS CAPITAL PARTNERS LLC Quarterly Changes Are Computed
Each row above is computed by joining the most recent 13F-HR filing for GREENOAKS CAPITAL PARTNERS LLC against the immediately preceding quarterly filing for the same fund. Portfolio weights are normalized to exclude listed options for comparability. A complete description of the methodology — including how confidential treatment filings are handled and why share count rather than weight is the cleaner trading signal — is documented in the Methodology.
Which positions did GREENOAKS CAPITAL PARTNERS LLC initiate in Q1 2026?
GREENOAKS CAPITAL PARTNERS LLC established 1 new position in Q1 2026: DOORDASH INC (DASH, 3.27%).
Which existing positions saw the largest allocation increases for GREENOAKS CAPITAL PARTNERS LLC in Q1 2026?
The largest portfolio-weight increases in existing positions were: COUPANG INC (CPNG, +8.96% weight, +67.15% shares), AMAZON COM INC (AMZN, +0.32% weight, +62.64% shares).
Which positions did GREENOAKS CAPITAL PARTNERS LLC fully exit in Q1 2026?
GREENOAKS CAPITAL PARTNERS LLC fully exited 1 position in Q1 2026: TOAST INC (TOST, last-reported weight 0.81%).
Which existing positions saw the largest allocation reductions for GREENOAKS CAPITAL PARTNERS LLC in Q1 2026?
The largest portfolio-weight reductions in positions kept open were: VEEVA SYSTEMS (VEEV, -3.29% weight, -64.02% shares), FIGMA INC (FIG, -2.55% weight, -52.12% shares), SERVICETITAN INC (TTAN, -2.11% weight, -19.81% shares), NAVAN INC (NAVN, -0.92% weight, -10.58% shares), CARVANA CO (CVNA, -2.43% weight, -0.77% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity.