General Equity Holdings LP 13F Holdings · Q2 2026
General Equity Holdings LP reported 13 securities worth $167.49M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CVNA (42.64%), SE (11.27%), APP (9.51%). Among its top 25 positions this quarter: 3 new, 7 added, 1 trimmed, 1 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $71.4M | 42.64% | 1.1M | Added |
| 2 | SE | SEA LTD | $18.9M | 11.27% | 196,968 | Added |
| 3 | APP | APPLOVIN CORP | $15.9M | 9.51% | 30,918 | Trimmed |
| 4 | JMIA | JUMIA TECHNOLOGIES AG | $8.2M | 4.90% | 1.2M | Added |
| 5 | NU | NU HLDGS LTD | $7.8M | 4.65% | 582,400 | Added |
| 6 | DASH | DOORDASH INC | $7.5M | 4.50% | 40,852 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $7.5M | 4.48% | 37,500 | New |
| 8 | ONEW | ONEWATER MARINE INC | $7.1M | 4.27% | 634,421 | Hold |
| 9 | OSCR | OSCAR HEALTH INC | $6.8M | 4.09% | 240,000 | Hold |
| 10 | FTAI | FTAI AVIATION LTD | $5.1M | 3.06% | 18,973 | Added |
| 11 | U | UNITY SOFTWARE INC | $4.8M | 2.86% | 167,600 | New |
| 12 | HLF | HERBALIFE LTD | $4.7M | 2.79% | 355,121 | New |
| 13 | STKS | THE ONE GROUP HOSPITALITY INC | $1.6M | 0.98% | 818,390 | Added |
| 14 | AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR