General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 5
- +1 vs. Q1 2024
- Portfolio value
- $163.7M
- +$43.3M (+36.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 1,063,062 | $136.8M | 83.6% | 00.0% | Unchanged | History |
| ONEWOneWater Marine Inc. | CL A COM | 407,490 | $11.2M | 6.9% | −87,184−17.6% | Reduced | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 40,000 | $5.32M | 3.2% | +40,000 | New | History |
| LMNDLemonade, Inc. | Stock | 315,000 | $5.20M | 3.2% | +315,000 | New | History |
| CDLXCardlytics, Inc. | COM | 624,058 | $5.12M | 3.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.