Investor
General Equity Holdings LP
CIK 0001700362 · filed 2026-05-15 · SEC filing
13F book
$134.7M
Positions
11
1 new · 2 sold
Largest name
58.0%
Carvana Co. · CVNA
Est. mark
−$37.1M
Price effect on 10 names still held. Flow $11.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Carvana Co. | CVNA | 248.6K | $78.2M | 58.0% | −$22.8M | Added−$11.3M |
| Applovin Corp | APP | 35.6K | $14.2M | 10.5% | −$1.71M | Added$10M |
| Sea Ltd | SE | 147.1K | $12.2M | 9.0% | −$5.13M | Added−$2.44M |
| Nu Hldgs Ltd | — | 522.4K | $7.51M | 5.6% | −$1.24M | Cut−$2.28M |
| OneWater Marine Inc. | ONEW | 634.4K | $6M | 4.5% | −$772.5K | Added−$105.4K |
| Jumia Technologies Ag | JMIA | 844.1K | $5.82M | 4.3% | −$3.65M | Added−$2.33M |
| DoorDash, Inc. | DASH | 21.4K | $3.22M | 2.4% | −$1.44M | Added−$1.07M |
| Oscar Health, Inc. | OSCR | 240K | $2.75M | 2.0% | −$696K | Cut−$767.9K |
| Ftai Aviation Ltd | — | 8.01K | $1.96M | 1.5% | $385.7K | Cut−$2.43M |
| Affirm Hldgs Inc | — | 39.3K | $1.8M | 1.3% | — | New |
| The One Group Hospitality In | — | 649.1K | $1.16M | 0.9% | $17.8K | Added$116.6K |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.