Greenoaks LLC
Greenoaks LLC, managed by Neil Mehta, reported 10 positions worth $2.35B in its 2026 Q2 13F filing: 3 new and 3 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +31.6% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +50.3% | +11.4% |
| 2025 Q3 | +8.7% | +7.6% |
| 2025 Q4 | +1.4% | +3.1% |
| 2026 Q1 | -26.2% | -5.8% |
| 2026 Q2 | +7.6% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| CVNA | CARVANA CO | $1.40B | 59.60% | +1.6% |
| CPNG | COUPANG INC | $446.49M | 18.90% | NO CHANGE |
| AMZN | AMAZON COM INC | $107.25M | 4.60% | +508.1% |
| DASH | DOORDASH INC | $92.27M | 3.90% | NO CHANGE |
| TTAN | SERVICETITAN INC | $91.92M | 3.90% | +4.4% |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $78.80M | 3.30% | NEW |
| SPCX | SPACE EXPLORATION TECHN CORP | $44.04M | 1.90% | NEW |
| KVYO | KLAVIYO INC | $34.98M | 1.50% | NO CHANGE |
| CBRS | CEREBRAS SYSTEMS INC | $33.15M | 1.40% | NEW |
| NAVN | NAVAN INC | $23.10M | 0.98% | -93% |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.