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Whitebark Investors LP 13F holdings

Filed 2026-08-14 · Whitebark Investors LP · 10 positions · $129.5M

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TickerCompanySharesValue% of portfolio
—GLOBAL E ONLINE LTD595.4K$20.7M16.0%
CPNGCOUPANG INC1.1M$18.7M14.5%
GOGROCERY OUTLET HLDG CORP1.6M$16.2M12.5%
MSFTMICROSOFT CORP41.9K$15.6M12.1%
—KLARNA GROUP PLC690.4K$14.0M10.8%
FLUTFLUTTER ENTMT PLC134.8K$13.8M10.6%
GSHDGOOSEHEAD INS INC269.3K$13.1M10.1%
BLNDBLEND LABS INC6.3M$10.8M8.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC8.6K$4.1M3.2%
SHENSHENANDOAH TELECOMMUNICATION167.2K$2.5M1.9%
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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