本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Whitebark Investors LP (CIK 2042091) reported $129.5M across 10 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: GLBE ($20.7M, 15.97%), CPNG ($18.7M, 14.46%), GO ($16.2M, 12.48%), MSFT ($15.6M, 12.07%), KLAR ($14.0M, 10.79%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | GLBE | GLOBAL E ONLINE LTD | $20.7M | 15.97% | 595,432 | Hold |
| 2 | CPNG | COUPANG INC | $18.7M | 14.46% | 1.1M | Added |
| 3 | GO | GROCERY OUTLET HLDG CORP | $16.2M | 12.48% | 1.6M | Hold |
| 4 | MSFT | MICROSOFT CORP | $15.6M | 12.07% | 41,893 | Trimmed |
| 5 | KLAR | KLARNA GROUP PLC | $14.0M | 10.79% | 690,366 | Hold |
| 6 | FLUT | FLUTTER ENTMT PLC | $13.8M | 10.64% | 134,766 | Hold |
| 7 | GSHD | GOOSEHEAD INS INC | $13.1M | 10.09% | 269,322 | Hold |
| 8 | BLND | BLEND LABS INC | $10.8M | 8.38% | 6.3M | Hold |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.1M | 3.17% | 8,595 | New |
| 10 | SHEN | SHENANDOAH TELECOMMUNICATION | $2.5M | 1.95% | 167,153 | Trimmed |
来源：SEC 13F 申报文件 · 截至 2026-06-30