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General Equity Holdings LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $167,491,497
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- CARVANA CO · CL A · 146869102 · shares: $71,425,560
- SEA LTD · SPONSORD ADS · 81141R100 · shares: $18,875,443
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $15,929,881
- JUMIA TECHNOLOGIES AG · SPONSORD ADS · 48138M105 · shares: $8,205,650
- NU HLDGS LTD · ORD SHS CL A · G6683N103 · shares: $7,780,864
- DOORDASH INC · CL A · 25809K105 · shares: $7,538,420
- NVIDIA CORPORATION · COM · 67066G104 · shares: $7,503,375
- ONEWATER MARINE INC · CL A COM · 68280L101 · shares: $7,149,925
- OSCAR HEALTH INC · CL A · 687793109 · shares: $6,844,800
- FTAI AVIATION LTD · SHS · G3730V105 · shares: $5,132,766
Reported holdings
13 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| CARVANA CO | CL A | 146869102 | — | 1,085,165 shares | $71,425,560 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 196,968 shares | $18,875,443 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 30,918 shares | $15,929,881 |
| JUMIA TECHNOLOGIES AG | SPONSORD ADS | 48138M105 | — | 1,163,922 shares | $8,205,650 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 582,400 shares | $7,780,864 |
| DOORDASH INC | CL A | 25809K105 | — | 40,852 shares | $7,538,420 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 37,500 shares | $7,503,375 |
| ONEWATER MARINE INC | CL A COM | 68280L101 | — | 634,421 shares | $7,149,925 |
| OSCAR HEALTH INC | CL A | 687793109 | — | 240,000 shares | $6,844,800 |
| FTAI AVIATION LTD | SHS | G3730V105 | — | 18,973 shares | $5,132,766 |
| UNITY SOFTWARE INC | COM | 91332U101 | — | 167,600 shares | $4,790,008 |
| HERBALIFE LTD | COM SHS | G4412G101 | — | 355,121 shares | $4,669,841 |
| THE ONE GROUP HOSPITALITY INC | COM | 88338K103 | — | 818,390 shares | $1,644,964 |