General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 12
- +2 vs. Q2 2025
- Portfolio value
- $164.4M
- +$32.2M (+24.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 260,002 | $98.1M | 59.7% | +23,922+10.1% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 634,400 | $10.2M | 6.2% | +634,400 | New | History |
| ONEWOneWater Marine Inc. | CL A COM | 546,365 | $8.65M | 5.3% | +76,119+16.2% | Added | History |
| APPAppLovin Corp | COM CL A | 11,750 | $8.44M | 5.1% | +11,750 | New | History |
| SESea Ltd | SPONSORD ADS | 42,250 | $7.55M | 4.6% | −51,250−54.8% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 25,800 | $6.28M | 3.8% | +25,800 | New | History |
| FOURShift4 Payments, Inc. | CL A | 68,800 | $5.33M | 3.2% | +8,000+13.2% | Added | History |
| CPNGCoupang, Inc. | CL A | 164,100 | $5.28M | 3.2% | −90,000−35.4% | Reduced | History |
| OSCROscar Health, Inc. | CL A | 260,000 | $4.92M | 3.0% | −10,000−3.7% | Reduced | History |
| JMIAJumia Technologies AG | SPONSORED ADS | 363,100 | $4.22M | 2.6% | +363,100 | New | History |
| FTAIFTAI Aviation Ltd. | SHS | 22,300 | $3.72M | 2.3% | +22,300 | New | History |
| STKSONE Group Hospitality, Inc. | COM | 583,649 | $1.73M | 1.1% | +144,542+32.9% | Added | History |
Sold out since Q2 2025 (3)
Positions held at the end of Q2 2025 that are gone from this filing.