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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Neil Mehta – Greenoaks Capital Partners LLC

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
10
Portfolio value:
$2,356,877,000
Filed:
Aug 14, 2026
Style:
Concentrated Tech (post-IPO)
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 263 new2 added1 reduced3 exited
≡NAVN – NAVAN INCReduce 92.96%−13,339,328−7.29
≡AMZN – AMAZON COM INCAdd 508.11%376,0003.88
≡TSM – TAIWAN SEMICONDUCTOR MANUFACBuy165,0003.34
≡CVNA – CARVANA COAdd 407.85%17,141,3362.08
≡VEEV – VEEVA SYS INCSell−250,000−1.91
≡SPCX – SPACE EXPLORATION TECHN CORPBuy257,7301.87
≡CBRS – CEREBRAS SYSTEMS INCBuy150,0001.41
≡FIG – FIGMA INCSell−1,500,000−1.38
≡TBBB – BBB FOODS INCSell−279,720−0.43
Q1 2026filed May 15, 261 new2 added4 reduced1 exited
≡CPNG – COUPANG INCAdd 67.15%10,327,0008.96
≡VEEV – VEEVA SYS INCReduce 64.02%−444,926−3.29
≡DASH – DOORDASH INCBuy500,0003.27
≡FIG – FIGMA INCReduce 52.12%−1,632,853
Q4 2025filed Feb 17, 262 new2 added4 reduced
≡NAVN – NAVAN INCBuy16,047,3289.19
≡CVNA – CARVANA COReduce 19.53%−1,028,306−4.81
≡FIG – FIGMA INCReduce 24.20%−1,000,000−3.06
≡VEEV – VEEVA SYS INCAdd 198.23%461,9082.94
Q3 2025filed Nov 14, 252 new1 added2 reduced1 exited
≡FIG – FIGMA INCBuy4,132,8536.99
≡CVNA – CARVANA COReduce 6.96%−393,606−6.80
≡VEEV – VEEVA SYS INCBuy233,0182.26
≡TOST – TOAST INCReduce 5.12%−80,000
Q2 2025filed Aug 14, 252 added2 reduced
≡TOST – TOAST INCReduce 29.59%−656,508−1.48
≡TTAN – SERVICETITAN INCAdd 7.36%58,309−0.75
≡CPNG – COUPANG INCAdd 10.97%1,519,8710.47
≡PCOR – PROCORE TECHNOLOGIES INCReduce 63.25%−109,693−0.47
Q1 2025filed May 15, 251 added2 reduced2 exited
≡DASH – DOORDASH INCSell−158,253−1.44
≡SNOW – SNOWFLAKE INCSell−170,000−1.43
≡AMZN – AMAZON COM INCReduce 6.92%−18,000−0.55
≡PCOR – PROCORE TECHNOLOGIES INCReduce 27.76%−66,638−0.34
−2.55
≡TTAN – SERVICETITAN INCReduce 19.81%−307,532−2.11
≡NAVN – NAVAN INCReduce 10.58%−1,698,000−0.92
≡TOST – TOAST INCSell−680,317−0.81
≡AMZN – AMAZON COM INCAdd 62.64%28,5010.32
≡AMZN – AMAZON COM INCReduce 81.20%−196,501−1.38
≡TTAN – SERVICETITAN INCAdd 20.58%264,9261.31
≡TOST – TOAST INCReduce 54.09%−801,540−0.95
≡TBBB – BBB FOODS INCBuy279,7200.31
−0.83
≡TTAN – SERVICETITAN INCAdd 51.28%436,3980.81
≡PCOR – PROCORE TECHNOLOGIES INCSell−63,740−0.16
≡TTAN – SERVICETITAN INCAdd 9.63%69,5940.13