Holders — by stockHoldings — by fund
General Equity Holdings LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001700362
$167.5M
disclosed book value
13
positions
42.6%
largest position share
Positions, as of 2026-06-30
top 13 of 13 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | CVNACARVANA CO | 1.1M | $71.4M | 42.6% |
| 2 | SESEA LTD | 196,968 | $18.9M | 11.3% |
| 3 | APPAPPLOVIN CORP | 30,918 | $15.9M | 9.5% |
| 4 | JMIAJUMIA TECHNOLOGIES AG | 1.2M | $8.2M | 4.9% |
| 5 | NU HLDGS LTD | 582,400 | $7.8M | 4.6% |
| 6 | DASHDOORDASH INC | 40,852 | $7.5M | 4.5% |
| 7 | NVDANVIDIA CORPORATION | 37,500 | $7.5M | 4.5% |
| 8 | ONEWONEWATER MARINE INC | 634,421 | $7.1M | 4.3% |
| 9 | OSCROSCAR HEALTH INC | 240,000 | $6.8M | 4.1% |
| 10 | FTAI AVIATION LTD | 18,973 | $5.1M | 3.1% |
| 11 | UUNITY SOFTWARE INC | 167,600 | $4.8M | 2.9% |
| 12 | HERBALIFE LTD | 355,121 | $4.7M | 2.8% |
| 13 | STKSTHE ONE GROUP HOSPITALITY INC | 818,390 | $1.6M | 1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.