General Equity Holdings LP: 13F holdings
CIK 17003622026Q2
| Positions | 13 |
|---|---|
| Reported value | $167.5m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| CVNA CARVANA CO | 1,085,165 | $71.4m | 42.6% |
| SE SEA LTD | 196,968 | $18.9m | 11.3% |
| APP APPLOVIN CORP | 30,918 | $15.9m | 9.5% |
| JMIA JUMIA TECHNOLOGIES AG | 1,163,922 | $8.2m | 4.9% |
| NU HLDGS LTD | 582,400 | $7.8m | 4.6% |
| DASH DOORDASH INC | 40,852 | $7.5m | 4.5% |
| NVDA NVIDIA CORPORATION | 37,500 | $7.5m | 4.5% |
| ONEWATER MARINE INC | 634,421 | $7.1m | 4.3% |
| OSCR OSCAR HEALTH INC | 240,000 | $6.8m | 4.1% |
| FTAI FTAI AVIATION LTD | 18,973 | $5.1m | 3.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1700362")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.