General Equity Holdings LP reported 13 holdings worth US$167M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
General Equity Holdings LP reported 13 holdings worth US$167M as of Jun 30, 2026. Largest: Carvana Co., Applovin Corporation and Nu Holdings Ltd. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 13
- Value as reported
- US$167M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Carvana Co. | 1.09M | US$71.4M | 42.6% |
| Applovin Corporation | 30,918 | US$15.9M | 9.5% |
| Nu Holdings Ltd. | 582K | US$7.78M | 4.6% |
| Doordash, Inc. | 40,852 | US$7.54M | 4.5% |
| Nvidia Corporation | 37,500 | US$7.5M | 4.5% |
| Onewater Marine Inc. | 634K | US$7.15M | 4.3% |
| Oscar Health, Inc. | 240K | US$6.84M | 4.1% |
| Ftai Aviation Ltd. | 18,973 | US$5.13M | 3.1% |
| Unity Software Inc. | 168K | US$4.79M | 2.9% |
| Herbalife Ltd. | 355K | US$4.67M | 2.8% |
| The One Group Hospitality, Inc. | 818K | US$1.64M | 0.98% |
| Affirm Holdings, Inc. | 0 | US$0 | 0.00% |