General Equity Holdings LP
An institutional investment manager in Brooklyn, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1700362.
- Reported value$167.5m
- Positions13
Holdings: 13 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Carvana CoCVNA | CL A | 146869102 | 71.4 | 42.6% | 1,085,165 | Added+836,519 | |
| Sea LtdSE | SPONSORD ADS | 81141R100 | 18.9 | 11.3% | 196,968 | Added+49,900 | |
| Applovin CorpAPP | COM CL A | 03831W108 | 15.9 | 9.5% | 30,918 | Reduced−4,702 | |
| Jumia Technologies AGJMIA | SPONSORD ADS | 48138M105 | 8.2 | 4.9% | 1,163,922 | Added+319,836 | |
| NU Holdings Ltd | ORD SHS CL A | G6683N103 | 7.8 | 4.6% | 582,400 | Added+60,000 | |
| Doordash IncDASH | CL A | 25809K105 | 7.5 | 4.5% | 40,852 | Added+19,440 | |
| Nvidia CorporationNVDA | COM | 67066G104 | 7.5 | 4.5% | 37,500 | New+37,500 | |
| Onewater Marine IncONEW | CL A COM | 68280L101 | 7.1 | 4.3% | 634,421 | Unchanged | |
| Oscar Health IncOSCR | CL A | 687793109 | 6.8 | 4.1% | 240,000 | Unchanged | |
| Ftai Aviation Ltd | SHS | G3730V105 | 5.1 | 3.1% | 18,973 | Added+10,963 | |
| Unity Software IncU | COM | 91332U101 | 4.8 | 2.9% | 167,600 | New+167,600 | |
| Herbalife Ltd | COM SHS | G4412G101 | 4.7 | 2.8% | 355,121 | New+355,121 | |
| The One Group Hospitality IncSTKS | COM | 88338K103 | 1.6 | 1.0% | 818,390 | Added+169,264 |
Sold out: 1 position
Held at the end of the quarter before and not reported this quarter.
| Issuer | Class | CUSIP | Reported value$ | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Affirm Holdings IncAFRM | COM CL A | 00827B106 | 0.0 | 0.0% | 0 | Sold out−39,301 |
Source: SEC EDGAR, Form 13F-HR, accession 0001999371-26-017950 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.