Neil Mehta – Greenoaks Capital Partners LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 10
- Portfolio value:
- $2,296,662,000
- Filed:
- May 15, 2026
- Style:
- Concentrated Tech (post-IPO)
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| CVNAhist | CARVANA CO | 57.53 | Reduce 1.00% | 4,202,834 | $314.38 | $1.32B |
| CPNGhist | COUPANG INC | 21.13 | Add 67.00% | 25,704,927 | $18.88 | $485.31M |
| NAVNhist | NAVAN INC | 8.27 | Reduce 11.00% | 14,349,328 | $13.24 | $189.99M |
| TTANhist | SERVICETITAN INC | 3.44 | Reduce 20.00% | 1,244,725 | $63.46 | $78.99M |
| DASHhist | DOORDASH INC | 3.27 | Buy | 500,000 | $150.15 | $75.08M |
| KVYOhist | KLAVIYO INC | 1.96 | — | 2,316,796 | $19.46 | $45.09M |
| VEEVhist | VEEVA SYS INC | 1.91 | Reduce 64.00% | 250,000 | $175.66 | $43.91M |
| FIGhist | FIGMA INC | 1.38 | Reduce 52.00% | 1,500,000 | $21.14 | $31.71M |
| AMZNhist | AMAZON COM INC | 0.67 | Add 63.00% | 74,000 | $208.27 | $15.41M |
| TBBBhist | BBB FOODS INC | 0.43 | — | 279,720 | $35.37 | $9.89M |
| TOSThist | TOAST INC | 0.00 | Sell | 0 | — | $0 |