Neil Mehta – Greenoaks Capital Partners LLC

Hist	Stock	Activity	Share change	% change to portfolio
Q2 2026filed Aug 14, 263 new2 added1 reduced3 exited
≡	NAVN – NAVAN INC	Reduce 92.96%	−13,339,328	−7.29
≡	VEEV – VEEVA SYS INC	Sell	−250,000	−1.91
≡	FIG – FIGMA INC	Sell	−1,500,000	−1.38
≡	TBBB – BBB FOODS INC	Sell	−279,720	−0.43
Q1 2026filed May 15, 261 new2 added4 reduced1 exited
≡	VEEV – VEEVA SYS INC	Reduce 64.02%	−444,926	−3.29
≡	FIG – FIGMA INC	Reduce 52.12%	−1,632,853	−2.55
≡	TTAN – SERVICETITAN INC	Reduce 19.81%	−307,532	−2.11
≡	NAVN – NAVAN INC	Reduce 10.58%	−1,698,000
Q4 2025filed Feb 17, 262 new2 added4 reduced
≡	CVNA – CARVANA CO	Reduce 19.53%	−1,028,306	−4.81
≡	FIG – FIGMA INC	Reduce 24.20%	−1,000,000	−3.06
≡	AMZN – AMAZON COM INC	Reduce 81.20%	−196,501	−1.38
≡	TOST – TOAST INC	Reduce 54.09%	−801,540	−0.95
Q3 2025filed Nov 14, 252 new1 added2 reduced1 exited
≡	CVNA – CARVANA CO	Reduce 6.96%	−393,606	−6.80
≡	TOST – TOAST INC	Reduce 5.12%	−80,000	−0.83
≡	PCOR – PROCORE TECHNOLOGIES INC	Sell	−63,740	−0.16
Q2 2025filed Aug 14, 252 added2 reduced
≡	TOST – TOAST INC	Reduce 29.59%	−656,508	−1.48
≡	PCOR – PROCORE TECHNOLOGIES INC	Reduce 63.25%	−109,693	−0.47
Q1 2025filed May 15, 251 added2 reduced2 exited
≡	DASH – DOORDASH INC	Sell	−158,253	−1.44
≡	SNOW – SNOWFLAKE INC	Sell	−170,000	−1.43
≡	AMZN – AMAZON COM INC	Reduce 6.92%	−18,000	−0.55
≡	PCOR – PROCORE TECHNOLOGIES INC	Reduce 27.76%	−66,638	−0.34