Universe · entity
General Equity Holdings LP
Institutional manager (13F) · CIK 1700362
13F holdings · as of 2026-03-31 · top 11 · reported portfolio $135M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | CARVANA CO | $78M | 248,646 |
| 2 | APPLOVIN CORP | $14M | 35,620 |
| 3 | SEA LTD | $12M | 147,068 |
| 4 | NU HLDGS LTD | $8M | 522,400 |
| 5 | ONEWATER MARINE INC | $6M | 634,421 |
| 6 | JUMIA TECHNOLOGIES AG | $6M | 844,086 |
| 7 | DOORDASH INC | $3M | 21,412 |
| 8 | OSCAR HEALTH INC | $3M | 240,000 |
| 9 | FTAI AVIATION LTD | $2M | 8,010 |
| 10 | AFFIRM HLDGS INC | $2M | 39,301 |
| 11 | THE ONE GROUP HOSPITALITY INC | $1M | 649,126 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.