Institutions / General Equity Holdings LP
General Equity Holdings LP
CIK 1700362 · Institution · as of Dec 31, 2025
Portfolio value
$160.04M
Positions
12
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Carvana Co. | $89.51M | 55.9% |
| Sea Ltd | $14.62M | 9.1% |
| Nu Hldgs Ltd | $9.78M | 6.1% |
| Coupang, Inc. | $8.81M | 5.5% |
| Jumia Technologies AGJMIA | $8.16M | 5.1% |
| OneWater Marine Inc.ONEW | $6.10M | 3.8% |
| Amazon.com Inc | $5.66M | 3.5% |
| FTAI Aviation Ltd | $4.39M | 2.7% |
| DoorDash, Inc. | $4.28M | 2.7% |
| AppLovin Corp | $4.18M | 2.6% |
| Oscar Health, Inc. | $3.52M | 2.2% |
| The ONE Group Hospitality, Inc. | $1.04M | 0.6% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.