Whitebark Investors LP
10 holdingsFiling period: 2026-06-30Current AUM: $135.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Global E Online Ltd | 595.4K | $20.7M | $20.7M | 15.29% | -- | 2026-06-30 |
| 2 | CPNG | Coupang Inc | 1.08M | $18.7M | $17.6M | 12.98% | +8.1K | 2026-06-30 |
| 3 | GO | Grocery Outlet Hldg Corp | 1.62M | $16.2M | $21.0M | 15.55% | -- | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 41.9K | $15.6M | $22.2M | 16.43% | -8,966 | 2026-06-30 |
| 5 | — | Klarna Group PLC | 690.4K | $14.0M | $14.0M | 10.33% | -- | 2026-06-30 |
| 6 | — | Flutter Entmt PLC | 134.8K | $13.8M | $13.8M | 10.18% | -- | 2026-06-30 |
| 7 | GSHD | Goosehead Ins Inc | 269.3K | $13.1M | $15.0M | 11.06% | -- | 2026-06-30 |
| 8 | BLND | Blend Labs Inc | 6.34M | $10.8M | $6.2M | 4.61% | -- | 2026-06-30 |
| 9 | TSM | Taiwan Semiconductor Manufac | 8.6K | $4.1M | $3.2M | 2.38% | -- | 2026-06-30 |
| 10 | SHEN | Shenandoah Telecommunication | 167.2K | $2.5M | $1.6M | 1.19% | -559,292 | 2026-06-30 |
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