Holders — by stockHoldings — by fund
Whitebark Investors 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 0002042091
$129.5M
disclosed book value
10
positions
16%
largest position share
Positions, as of 2026-06-30
top 10 of 10 · 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 | GLBEGLOBAL E ONLINE LTD | 595,432 | $20.7M | 16% |
| 2 | CPNGCOUPANG INC | 1.1M | $18.7M | 14.5% |
| 3 | GOGROCERY OUTLET HLDG CORP | 1.6M | $16.2M | 12.5% |
| 4 | MSFTMICROSOFT CORP | 41,893 | $15.6M | 12.1% |
| 5 | KLARKLARNA GROUP PLC | 690,366 | $14.0M | 10.8% |
| 6 | FLUTFLUTTER ENTMT PLC | 134,766 | $13.8M | 10.6% |
| 7 | GSHDGOOSEHEAD INS INC | 269,322 | $13.1M | 10.1% |
| 8 | BLNDBLEND LABS INC | 6.3M | $10.8M | 8.4% |
| 9 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 8,595 | $4.1M | 3.2% |
| 10 | SHENSHENANDOAH TELECOMMUNICATION | 167,153 | $2.5M | 1.9% |
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.