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)
HistStockActivityShare change% change to portfolio
Q1 2026filed May 15, 261 new2 added4 reduced1 exited
≡CPNG – COUPANG INCAdd 67.00%10,327,0008.96
≡DASH – DOORDASH INCBuy500,0003.27
≡AMZN – AMAZON COM INCAdd 63.00%28,5010.32
Q4 2025filed Feb 17, 262 new2 added4 reduced
≡NAVN – NAVAN INCBuy16,047,3289.19
≡VEEV – VEEVA SYS INCAdd 198.00%461,9082.94
≡TTAN – SERVICETITAN INCAdd 21.00%264,9261.31
≡TBBB – BBB FOODS INCBuy279,7200.31
Q3 2025filed Nov 14, 252 new1 added1 reduced1 exited
≡FIG – FIGMA INCBuy4,132,8536.99
≡VEEV – VEEVA SYS INCBuy233,0182.26
≡TTAN – SERVICETITAN INCAdd 51.00%436,3980.81
Q2 2025filed Aug 14, 252 added2 reduced
≡TTAN – SERVICETITAN INCAdd 7.00%58,309−0.75
≡CPNG – COUPANG INCAdd 11.00%1,519,8710.47
Q1 2025filed May 15, 251 added2 reduced2 exited
≡TTAN – SERVICETITAN INCAdd 10.00%69,5940.13