General Equity Holdings LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
General Equity Holdings LP disclosed 11 US equity positions worth $134.7m in its Q1 2026 13F filing. The largest position was CVNA at 58.0% of the reported book, followed by APP and SE.
What did General Equity Holdings LP own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 58.0% | $78.2m | 248,646 | – | |
| 2 | APP APPLOVIN CORP | Communication Services | 10.5% | $14.2m | 35,620 | – | |
| 3 | SE SEA LTD | Consumer Cyclical | 9.0% | $12.2m | 147,068 | – | |
| 4 | NU NU HLDGS LTD | Financial Services | 5.6% | $7.5m | 522,400 | – | |
| 5 | ONEW ONEWATER MARINE INC | 4.4% | $6.0m | 634,421 | – | ||
| 6 | JMIA JUMIA TECHNOLOGIES AG | Consumer Cyclical | 4.3% | $5.8m | 844,086 | – | |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 2.4% | $3.2m | 21,412 | – | |
| 8 | OSCR OSCAR HEALTH INC | Healthcare | 2.0% | $2.8m | 240,000 | – | |
| 9 | FTAI AVIATION LTD | 1.5% | $2.0m | 8,010 | – | ||
| 10 | AFRM AFFIRM HLDGS INC | Financial Services | 1.3% | $1.8m | 39,301 | – | |
| 11 | STKS THE ONE GROUP HOSPITALITY INC | 0.9% | $1.2m | 649,126 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.