Neil Mehta
Neil Mehta runs GREENOAKS CAPITAL PARTNERS LLC and currently holds 10 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $2.30B. Their top holdings are CVNA, CPNG, NAVN, TTAN, DASH. The top five represent 93.6% of reported portfolio weight. Neil Mehta ranks #99 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Neil Mehta initiated 1 new position. They added to 2 existing positions. They trimmed 5 positions. Their current best-performing preview position is TBBB with returns of +5.93%.
10 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
CVNA CARVANA CO | 57.53% | $28.52 | $67.26 | +135.83% | Trimmed -0.77% |
CPNG COUPANG INC | 21.13% | $30.87 | $15.07 | -51.20% | Added +67.15% |
NAVN NAVAN INC | 8.27% | $17.08 | $26.19 | +53.31% | Trimmed -10.58% |
TTAN SERVICETITAN INC | 3.44% | $102.73 | $80.86 | -21.29% | Trimmed -19.81% |
DASH DOORDASH INC | 3.27% | $150.15 | $195.48 | +30.19% | New Buy |
KVYO KLAVIYO INC | 1.96% | $25.50 | $19.31 | -24.29% | Held |
VEEV VEEVA SYS INC | 1.91% | $248.27 | $207.55 | -16.40% | Trimmed -64.02% |
FIG FIGMA INC | 1.38% | $51.87 | $24.42 | -52.92% | Trimmed -52.12% |
AMZN AMAZON COM INC | 0.67% | $136.39 | $228.04 | +67.20% | Added +62.64% |
TBBB BBB FOODS INC | 0.43% | $33.39 | $39.63 | +18.69% | Held |