General Equity Holdings LP
11 holdingsFiling period: 2026-03-31Current AUM: $145.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 248.6K | $78.2M | $77.5M | 53.38% | +36.5K | 2026-03-31 |
| 2 | APP | APPLOVIN CORP | 35.6K | $14.2M | $14.1M | 9.71% | +29.4K | 2026-03-31 |
| 3 | SE | SEA LTD | 147.1K | $12.2M | $15.7M | 10.81% | +32.5K | 2026-03-31 |
| 4 | — | NU HLDGS LTD | 522.4K | $7.5M | $7.5M | 5.17% | -62,000 | 2026-03-31 |
| 5 | ONEW | ONEWATER MARINE INC | 634.4K | $6.0M | $7.8M | 5.35% | +70.6K | 2026-03-31 |
| 6 | JMIA | JUMIA TECHNOLOGIES AG | 844.1K | $5.8M | $5.0M | 3.46% | +191.1K | 2026-03-31 |
| 7 | DASH | DOORDASH INC | 21.4K | $3.2M | $4.2M | 2.89% | +2.5K | 2026-03-31 |
| 8 | OSCR | OSCAR HEALTH INC | 240.0K | $2.8M | $7.5M | 5.16% | -5,000 | 2026-03-31 |
| 9 | — | FTAI AVIATION LTD | 8.0K | $2.0M | $2.0M | 1.35% | -14,290 | 2026-03-31 |
| 10 | AFRM | AFFIRM HLDGS INC | 39.3K | $1.8M | $2.8M | 1.93% | -- | 2026-03-31 |
| 11 | STKS | THE ONE GROUP HOSPITALITY INC | 649.1K | $1.2M | $1.2M | 0.80% | +55.5K | 2026-03-31 |
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