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Greenoaks LLC
institutionel investor · portefølje $2.36 mia. · 10 positioner · rapport pr. 30.06.2026
Aktiepositioner rapport for 30.06.2026, indsendt 14.08.2026; ændring — mod 31.03.2026 · 13
| Selskab | Aktier | Værdi | % af porteføljen | Ændring i kvartalet |
|---|---|---|---|---|
| Carvana Co US:CVNA | 21 344 170 | $1.40 mia. | 59.61% | +17 141 336 |
| Coupang LLC US:CPNG | 25 704 927 | $446 mio. | 18.94% | — |
| Amazon.com, Inc. US:AMZN | 450 000 | $107 mio. | 4.55% | +376 000 |
| DoorDash, Inc. Class A US:DASH | 500 000 | $92.3 mio. | 3.91% | — |
| ServiceTitan, Inc. Class A US:TTAN | 1 300 000 | $91.9 mio. | 3.90% | +55 275 |
| Taiwan Semiconductor Manufac… US:TSM | 165 000 | $78.8 mio. | 3.34% | ny |
| Space Exploration Technologi… US:SPCX | 257 730 | $44.0 mio. | 1.87% | ny |
| Klaviyo, Inc. US:KVYO | 2 316 796 | $35.0 mio. | 1.48% | — |
| Cerebras Systems Inc. US:CBRS | 150 000 | $33.2 mio. | 1.41% | ny |
| Navan, Inc. Class A US:NAVN | 1 010 000 | $23.1 mio. | 0.98% | −13 339 328 |
| Figma, Inc. US:FIG | 0 (var 1 500 000) | — | — | solgt |
| Veeva Systems Inc Class A US:VEEV | 0 (var 250 000) | — | — | solgt |
| BBB FOODS INC CUSIP G0896C103 | 0 (var 279 720) | — | — | solgt |
I virksomheder i vores database 1
| Selskab | Andel | Aktier | Rapportdato |
|---|---|---|---|
| Carvana Co | 2.96% | 21 344 170 | 2026-06-30 |
annonce