GREENOAKS LLC
ORINDA CA · SEC CIK 0001840735
$23.57亿2026Q2 申报市值
10持仓数
100.0%前十大占比 · 第一大 59.6%
3 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
AMZN 加仓+$8,961.58万
TSM 新建仓+$7,879.90万
SPCX 新建仓+$4,403.57万
CBRS 新建仓+$3,315.00万
CVNA 加仓+$2,172.06万
2026Q2 卖出最多 按季末市值估算
NAVN 减仓-$3.05亿
VEEV 清仓-$4,391.50万
FIG 清仓-$3,171.00万
TBBB 清仓-$989.37万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | $14.05亿 | 59.61% | 21,344,170 | 330,000 | 1.6% | $2,172.06万 | 加仓 |
| CPNG | COUPANG INC | $4.46亿 | 18.94% | 25,704,927 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $1.07亿 | 4.55% | 450,000 | 376,000 | 508.1% | $8,961.58万 | 加仓 |
| DASH | DOORDASH INC | $9,226.50万 | 3.91% | 500,000 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $9,192.30万 | 3.90% | 1,300,000 | 55,275 | 4.4% | $390.85万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,879.90万 | 3.34% | 165,000 | 165,000 | — | $7,879.90万 | 新建仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $4,403.57万 | 1.87% | 257,730 | 257,730 | — | $4,403.57万 | 新建仓 |
| KVYO | KLAVIYO INC | $3,498.36万 | 1.48% | 2,316,796 | 0 | 0.0% | — | 不变 |
| CBRS | CEREBRAS SYSTEMS INC | $3,315.00万 | 1.41% | 150,000 | 150,000 | — | $3,315.00万 | 新建仓 |
| NAVN | NAVAN INC | $2,309.87万 | 0.98% | 1,010,000 | -13,339,328 | -93.0% | -$3.05亿 | 减仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$4,391.50万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -1,500,000 | -100.0% | -$3,171.00万 | 清仓 |
| TBBB | BBB FOODS INC | $0 | 0.00% | 0 | -279,720 | -100.0% | -$989.37万 | 清仓 |