General Equity Holdings LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
General Equity Holdings LP disclosed 13 US equity positions worth $167.5m in its Q2 2026 13F filing. The largest position was CVNA at 42.6% of the reported book, followed by SE and APP. Against the Q1 2026 filing, it opened 3 new positions, added to 7 and reduced 1 among the top 13 holdings.
What did General Equity Holdings LP own in Q2 2026? Top 13 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 42.6% | $71.4m | 1,085,165 | 336% | added |
| 2 | SE SEA LTD | Consumer Cyclical | 11.3% | $18.9m | 196,968 | 34% | added |
| 3 | APP APPLOVIN CORP | Communication Services | 9.5% | $15.9m | 30,918 | -13% | reduced |
| 4 | JMIA JUMIA TECHNOLOGIES AG | Consumer Cyclical | 4.9% | $8.2m | 1,163,922 | 38% | added |
| 5 | NU NU HLDGS LTD | Financial Services | 4.6% | $7.8m | 582,400 | 11% | added |
| 6 | DASH DOORDASH INC | Consumer Cyclical | 4.5% | $7.5m | 40,852 | 91% | added |
| 7 | NVDA NVIDIA CORPORATION | Technology | 4.5% | $7.5m | 37,500 | – | new |
| 8 | ONEW ONEWATER MARINE INC | 4.3% | $7.1m | 634,421 | 0% | held | |
| 9 | OSCR OSCAR HEALTH INC | Healthcare | 4.1% | $6.8m | 240,000 | 0% | held |
| 10 | FTAI AVIATION LTD | 3.1% | $5.1m | 18,973 | 137% | added | |
| 11 | U UNITY SOFTWARE INC | Technology | 2.9% | $4.8m | 167,600 | – | new |
| 12 | HLF HERBALIFE LTD | Consumer Defensive | 2.8% | $4.7m | 355,121 | – | new |
| 13 | STKS THE ONE GROUP HOSPITALITY INC | 1.0% | $1.6m | 818,390 | 26% | added |
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.