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Neil Mehta 13F portfolio summary

Neil Mehta of GREENOAKS CAPITAL PARTNERS LLC has 10 current stock holdings with a reported portfolio value of $2.30B. The portfolio 1 year return is +22.96%. Top holdings include CVNA (57.53%), CPNG (21.13%), NAVN (8.27%), TTAN (3.44%), DASH (3.27%).

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Neil Mehta

GREENOAKS CAPITAL PARTNERS LLC
Latest filing: 2026-03-31

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%.

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Top 5 Holdings
CVNA57.5%
CPNG21.1%
NAVN8.3%
TTAN3.4%
DASH3.3%
Top 5: 93.6%
Portfolio Returns
1 Year
+22.96%
#546/1000
3 Year
+337.19%
#18/1000
5 Year
+33.36%
#795/1000

Portfolio Value

$2.30B

Alpha Score

116.5

#99 of 1000

Holdings

10

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10 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter 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