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.
Whitebark Investors LP (CIK 2042091) reported $125.1M across 8 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CPNG ($20.2M, 16.15%), MSFT ($18.8M, 15.05%), GLBE ($18.4M, 14.69%), FLUT ($13.7M, 10.99%), GSHD ($11.5M, 9.19%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CPNG | COUPANG INC | $20.2M | 16.15% | 1.1M | Added |
| 2 | MSFT | MICROSOFT CORP | $18.8M | 15.05% | 50,859 | Hold |
| 3 | GLBE | GLOBAL E ONLINE LTD | $18.4M | 14.69% | 595,432 | Hold |
| 4 | FLUT | FLUTTER ENTMT PLC | $13.7M | 10.99% | 134,766 | Hold |
| 5 | GSHD | GOOSEHEAD INS INC | $11.5M | 9.19% | 269,322 | Hold |
| 6 | GO | GROCERY OUTLET HLDG CORP | $11.4M | 9.13% | 1.6M | Hold |
| 7 | SHEN | SHENANDOAH TELECOMMUNICATION | $11.2M | 8.96% | 726,445 | Added |
| 8 | BLND | BLEND LABS INC | $10.8M | 8.62% | 6.3M | Added |
| 9 | KLARNA GROUP PLC | $9.0M | 7.23% | 690,366 | Added |
Source: SEC Form 13F filings · as of 2026-03-31