Holdings
General Equity Holdings LP
As of Jun 30, 2026, General Equity Holdings LP reported 11 positions worth US$140M. Largest: Carvana Co., Applovin Corporation and Nu Holdings Ltd. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Carvana Co. | 1.09M | US$71.4M | +837K | Jun 30, 2026 |
| Applovin Corporation | 30,918 | US$15.9M | −4,702 | Jun 30, 2026 |
| Nu Holdings Ltd. | 582K | US$7.78M | +60,000 | Jun 30, 2026 |
| Doordash, Inc. | 40,852 | US$7.54M | +19,440 | Jun 30, 2026 |
| Nvidia Corporation | 37,500 | US$7.5M | new | Jun 30, 2026 |
| Onewater Marine Inc. | 634K | US$7.15M | no change | Jun 30, 2026 |
| Oscar Health, Inc. | 240K | US$6.84M | no change | Jun 30, 2026 |
| Ftai Aviation Ltd. | 18,973 | US$5.13M | +10,963 | Jun 30, 2026 |
| Unity Software Inc. | 168K | US$4.79M | new | Jun 30, 2026 |
| Herbalife Ltd. | 355K | US$4.67M | new | Jun 30, 2026 |