Whitebark Investors LP reported 10 holdings worth US$129M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Whitebark Investors LP reported 10 holdings worth US$129M as of Jun 30, 2026. Largest: Coupang, Inc., Grocery Outlet Holding Corp. and Microsoft Corp. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 10
- Value as reported
- US$129M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Coupang, Inc. | 1.08M | US$18.7M | 14.5% |
| Grocery Outlet Holding Corp. | 1.62M | US$16.2M | 12.5% |
| Microsoft Corp. | 41,893 | US$15.6M | 12.1% |
| Goosehead Insurance, Inc. | 269K | US$13.1M | 10.1% |
| Blend Labs, Inc. | 6.34M | US$10.8M | 8.4% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 8,595 | US$4.1M | 3.2% |
| Shenandoah Telecommunications Co | 167K | US$2.52M | 1.9% |