General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 12
- 0 vs. Q3 2025
- Portfolio value
- $160.0M
- −$4.33M (−2.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 212,096 | $89.5M | 55.9% | −47,906−18.4% | Reduced | History |
| SESea Ltd | SPONSORD ADS | 114,568 | $14.6M | 9.1% | +72,318+171.2% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 584,400 | $9.78M | 6.1% | −50,000−7.9% | Reduced | History |
| CPNGCoupang, Inc. | CL A | 373,285 | $8.81M | 5.5% | +209,185+127.5% | Added | History |
| JMIAJumia Technologies AG | SPONSORED ADS | 653,029 | $8.16M | 5.1% | +289,929+79.8% | Added | History |
| ONEWOneWater Marine Inc. | CL A COM | 563,834 | $6.10M | 3.8% | +17,469+3.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 24,500 | $5.66M | 3.5% | +24,500 | New | History |
| FTAIFTAI Aviation Ltd. | SHS | 22,300 | $4.39M | 2.7% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 18,912 | $4.28M | 2.7% | +18,912 | New | History |
| APPAppLovin Corp | COM CL A | 6,200 | $4.18M | 2.6% | −5,550−47.2% | Reduced | History |
| OSCROscar Health, Inc. | CL A | 245,000 | $3.52M | 2.2% | −15,000−5.8% | Reduced | History |
| STKSONE Group Hospitality, Inc. | COM | 593,621 | $1.04M | 0.6% | +9,972+1.7% | Added | History |
Sold out since Q3 2025 (2)
Positions held at the end of Q3 2025 that are gone from this filing.