General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 15, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 11
- −1 vs. Q4 2025
- Portfolio value
- $134.7M
- −$25.3M (−15.8%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 248,646 | $78.2M | 58.0% | +36,550+17.2% | Added | History |
| APPAppLovin Corp | COM CL A | 35,620 | $14.2M | 10.5% | +29,420+474.5% | Added | History |
| SESea Ltd | SPONSORD ADS | 147,068 | $12.2M | 9.0% | +32,500+28.4% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 522,400 | $7.51M | 5.6% | −62,000−10.6% | Reduced | History |
| ONEWOneWater Marine Inc. | CL A COM | 634,421 | $6.00M | 4.4% | +70,587+12.5% | Added | History |
| JMIAJumia Technologies AG | SPONSORED ADS | 844,086 | $5.82M | 4.3% | +191,057+29.3% | Added | History |
| DASHDoorDash, Inc. | Stock | 21,412 | $3.22M | 2.4% | +2,500+13.2% | Added | History |
| OSCROscar Health, Inc. | CL A | 240,000 | $2.75M | 2.0% | −5,000−2.0% | Reduced | History |
| FTAIFTAI Aviation Ltd. | SHS | 8,010 | $1.96M | 1.5% | −14,290−64.1% | Reduced | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 39,301 | $1.80M | 1.3% | +39,301 | New | History |
| STKSONE Group Hospitality, Inc. | COM | 649,126 | $1.16M | 0.9% | +55,505+9.4% | Added | History |
Sold out since Q4 2025 (2)
Positions held at the end of Q4 2025 that are gone from this filing.