General Equity Holdings Lp Portfolio Stock Holdings
General Equity Holdings Lp disclosed 11 stock positions valued at approximately $134.7 million in its latest SEC 13F filing. The largest holdings include CARVANA CO, APPLOVIN CORP, and SEA LTD. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 11
- Portfolio Value
- $134.7M
Holdings by Sector
General Equity Holdings Lp Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 58.02% | 248,646 | +36,550 | +17.23% | $78,169,329 |
| APPLOVIN CORP | APP | Technology | 10.52% | 35,620 | +29,420 | +474.52% | $14,176,760 |
| SEA LTD | SE | Consumer Cyclical | 9.04% | 147,068 | +32,500 | +28.37% | $12,178,701 |
| NU HLDGS LTD | G6683N103 | Other | 5.57% | 522,400 | -62,000 | -10.61% | $7,506,888 |
| ONEWATER MARINE INC | ONEW | Consumer Cyclical | 4.45% | 634,421 | +70,587 | +12.52% | $5,995,278 |
| JUMIA TECHNOLOGIES AG | JMIA | Consumer Cyclical | 4.32% | 844,086 | +191,057 | +29.26% | $5,824,193 |
| DOORDASH INC | DASH | Communication Services | 2.39% | 21,412 | +2,500 | +13.22% | $3,215,012 |
| OSCAR HEALTH INC | OSCR | Healthcare | 2.04% | 240,000 | -5,000 | -2.04% | $2,752,800 |
| FTAI AVIATION LTD | FTAI | Other | 1.46% | 8,010 | -14,290 | -64.08% | $1,962,450 |
| AFFIRM HLDGS INC | AFRM | Technology | 1.34% | 39,301 | +39,301 | +100.00% | $1,800,772 |
| THE ONE GROUP HOSPITALITY INC | STKS | Consumer Cyclical | 0.86% | 649,126 | +55,505 | +9.35% | $1,155,444 |