General Equity Holdings LP 13F holdings
General Equity Holdings LP reported 13 positions with a total reported value of $167.5M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CVNA CARVANA CO (42.6%), SE SEA LTD (11.3%), APP APPLOVIN CORP (9.5%), JMIA JUMIA TECHNOLOGIES AG (4.9%), NU NU HLDGS LTD (4.6%). Against 2026-03-31 it opened 3 new positions and exited 1. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
13 largest of 13 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CVNA CARVANA CO | 1,085,165 | $71.4M | 42.6% |
| SE SEA LTD | 196,968 | $18.9M | 11.3% |
| APP APPLOVIN CORP | 30,918 | $15.9M | 9.5% |
| JMIA JUMIA TECHNOLOGIES AG | 1,163,922 | $8.2M | 4.9% |
| NU NU HLDGS LTD | 582,400 | $7.8M | 4.6% |
| DASH DOORDASH INC | 40,852 | $7.5M | 4.5% |
| NVDA NVIDIA CORPORATION | 37,500 | $7.5M | 4.5% |
| ONEW ONEWATER MARINE INC | 634,421 | $7.1M | 4.3% |
| OSCR OSCAR HEALTH INC | 240,000 | $6.8M | 4.1% |
| FTAI FTAI AVIATION LTD | 18,973 | $5.1M | 3.1% |
| U UNITY SOFTWARE INC | 167,600 | $4.8M | 2.9% |
| HLF HERBALIFE LTD | 355,121 | $4.7M | 2.8% |
| STKS THE ONE GROUP HOSPITALITY INC | 818,390 | $1.6M | 1.0% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 3 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 1 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| AFRM AFFIRM HLDGS INC | 39,301 | $1.8M | 1.3% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVNA CARVANA CO | 248,646 | 1,085,165 | +336.4% | $71.4M |
| SE SEA LTD | 147,068 | 196,968 | +33.9% | $18.9M |
| DASH DOORDASH INC | 21,412 | 40,852 | +90.8% | $7.5M |
| FTAI FTAI AVIATION LTD | 8,010 | 18,973 | +136.9% | $5.1M |
| JMIA JUMIA TECHNOLOGIES AG | 844,086 | 1,163,922 | +37.9% | $8.2M |
| NU NU HLDGS LTD | 522,400 | 582,400 | +11.5% | $7.8M |
| STKS THE ONE GROUP HOSPITALITY INC | 649,126 | 818,390 | +26.1% | $1.6M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| APP APPLOVIN CORP | 35,620 | 30,918 | -13.2% | $15.9M |
CIK 1700362 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
