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General Equity Holdings LP 13F holdings

Filed 2026-08-14 · General Equity Holdings LP · 13 positions · $167.5M

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TickerCompanySharesValue% of portfolio
CVNACARVANA CO1.1M$71.4M42.6%
SESEA LTD197.0K$18.9M11.3%
APPAPPLOVIN CORP30.9K$15.9M9.5%
JMIAJUMIA TECHNOLOGIES AG1.2M$8.2M4.9%
NUNU HLDGS LTD582.4K$7.8M4.6%
DASHDOORDASH INC40.9K$7.5M4.5%
NVDANVIDIA CORPORATION37.5K$7.5M4.5%
ONEWONEWATER MARINE INC634.4K$7.1M4.3%
OSCROSCAR HEALTH INC240.0K$6.8M4.1%
—FTAI AVIATION LTD19.0K$5.1M3.1%
UUNITY SOFTWARE INC167.6K$4.8M2.9%
HLFHERBALIFE LTD355.1K$4.7M2.8%
—THE ONE GROUP HOSPITALITY INC818.4K$1.6M1.0%
Top Fund Holdings
13F
Top Fund Holdings

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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