Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
General Equity Holdings LP (CIK 1700362) reported $134.7M across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVNA ($78.2M, 58.02%), APP ($14.2M, 10.52%), SE ($12.2M, 9.04%), NU ($7.5M, 5.57%), ONEW ($6.0M, 4.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $78.2M | 58.02% | 248,646 | Added |
| 2 | APP | APPLOVIN CORP | $14.2M | 10.52% | 35,620 | Added |
| 3 | SE | SEA LTD | $12.2M | 9.04% | 147,068 | Added |
| 4 | NU | NU HLDGS LTD | $7.5M | 5.57% | 522,400 | Trimmed |
| 5 | ONEW | ONEWATER MARINE INC | $6.0M | 4.45% | 634,421 | Added |
| 6 | JMIA | JUMIA TECHNOLOGIES AG | $5.8M | 4.32% | 844,086 | Added |
| 7 | DASH | DOORDASH INC | $3.2M | 2.39% | 21,412 | Added |
| 8 | OSCR | OSCAR HEALTH INC | $2.8M | 2.04% | 240,000 | Trimmed |
| 9 | FTAI | FTAI AVIATION LTD | $2.0M | 1.46% | 8,010 | Trimmed |
| 10 | AFRM | AFFIRM HLDGS INC | $1.8M | 1.34% | 39,301 | New |
| 11 | STKS | THE ONE GROUP HOSPITALITY INC | $1.2M | 0.86% | 649,126 | Added |
| 12 | AMZN | AMAZON COM INC | $0 | 0.00% | 0 | Exited |
| 13 | CPNG | COUPANG INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31