General Equity Holdings Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, General Equity Holdings Lp disclosed 13 stock positions valued at approximately $167.49M as of quarter-end June 30, 2026. The largest holdings include CARVANA CO, SEA LTD, and APPLOVIN CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 13
- Portfolio Value
- $167.49M
Holdings by Sector
General Equity Holdings Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 42.64% | 1,085,165 | +836,519 | +336.43% | $71,425,560 |
| SEA LTD | SE | Consumer Cyclical | 11.27% | 196,968 | +49,900 | +33.93% | $18,875,443 |
| APPLOVIN CORP | APP | Technology | 9.51% | 30,918 | -4,702 | -13.20% | $15,929,881 |
| JUMIA TECHNOLOGIES AG | JMIA | Consumer Cyclical | 4.90% | 1,163,922 | +319,836 | +37.89% | $8,205,650 |
| NU HLDGS LTD | NU | Financial Services | 4.65% | 582,400 | +60,000 | +11.49% | $7,780,864 |
| DOORDASH INC | DASH | Communication Services | 4.50% | 40,852 | +19,440 | +90.79% | $7,538,420 |
| NVIDIA CORPORATION | NVDA | Technology | 4.48% | 37,500 | +37,500 | +100.00% | $7,503,375 |
| ONEWATER MARINE INC | ONEW | Consumer Cyclical | 4.27% | 634,421 | - | - | $7,149,925 |
| OSCAR HEALTH INC | OSCR | Healthcare | 4.09% | 240,000 | - | - | $6,844,800 |
| FTAI AVIATION LTD | FTAI | Other | 3.06% | 18,973 | +10,963 | +136.87% | $5,132,766 |
| UNITY SOFTWARE INC | U | Technology | 2.86% | 167,600 | +167,600 | +100.00% | $4,790,008 |
| HERBALIFE LTD | HLF | Consumer Cyclical | 2.79% | 355,121 | +355,121 | +100.00% | $4,669,841 |
| THE ONE GROUP HOSPITALITY INC | STKS | Consumer Cyclical | 0.98% | 818,390 | +169,264 | +26.08% | $1,644,964 |
Showing 13 of 13 holdings in the latest reporting period.