General Equity Holdings LP
- SEC CIK
- 0001700362
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 13
- +2 vs. Q1 2026
- Portfolio value
- $167.5M
- +$32.8M (+24.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 1,085,165 | $71.4M | 42.6% | −158,065−12.7% | ReducedConverted for a 5-for-1 split | History |
| SESea Ltd | SPONSORD ADS | 196,968 | $18.9M | 11.3% | +49,900+33.9% | Added | History |
| APPAppLovin Corp | COM CL A | 30,918 | $15.9M | 9.5% | −4,702−13.2% | Reduced | History |
| JMIAJumia Technologies AG | SPONSORED ADS | 1,163,922 | $8.21M | 4.9% | +319,836+37.9% | Added | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 582,400 | $7.78M | 4.6% | +60,000+11.5% | Added | History |
| DASHDoorDash, Inc. | Stock | 40,852 | $7.54M | 4.5% | +19,440+90.8% | Added | History |
| NVDANVIDIA Corp | Stock | 37,500 | $7.50M | 4.5% | +37,500 | New | History |
| ONEWOneWater Marine Inc. | CL A COM | 634,421 | $7.15M | 4.3% | 00.0% | Unchanged | History |
| OSCROscar Health, Inc. | CL A | 240,000 | $6.84M | 4.1% | 00.0% | Unchanged | History |
| FTAIFTAI Aviation Ltd. | SHS | 18,973 | $5.13M | 3.1% | +10,963+136.9% | Added | History |
| UUnity Software Inc. | COM | 167,600 | $4.79M | 2.9% | +167,600 | New | History |
| HLFHerbalife Ltd. | COM SHS | 355,121 | $4.67M | 2.8% | +355,121 | New | History |
| STKSONE Group Hospitality, Inc. | COM | 818,390 | $1.64M | 1.0% | +169,264+26.1% | Added | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.