# General Equity Holdings LP: Form 13F holdings

An institutional investment manager in Brooklyn, NY. SEC CIK 1700362.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $167.5m
- Positions: 13 (13 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1700362/000199937126017950/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $71.4m | 42.6% | 1,085,165 |  | Added +836,519 |
| [SEA LTD (SE)](/companies/se.md) | SPONSORD ADS | $18.9m | 11.3% | 196,968 |  | Added +49,900 |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $15.9m | 9.5% | 30,918 |  | Reduced −4,702 |
| [JUMIA TECHNOLOGIES AG (JMIA)](/companies/jmia.md) | SPONSORD ADS | $8.2m | 4.9% | 1,163,922 |  | Added +319,836 |
| NU HLDGS LTD | ORD SHS CL A | $7.8m | 4.6% | 582,400 |  | Added +60,000 |
| [DOORDASH INC (DASH)](/companies/dash.md) | CL A | $7.5m | 4.5% | 40,852 |  | Added +19,440 |
| [NVIDIA CORPORATION (NVDA)](/companies/nvda.md) | COM | $7.5m | 4.5% | 37,500 |  | New +37,500 |
| [ONEWATER MARINE INC (ONEW)](/companies/onew.md) | CL A COM | $7.1m | 4.3% | 634,421 |  | Unchanged |
| [OSCAR HEALTH INC (OSCR)](/companies/oscr.md) | CL A | $6.8m | 4.1% | 240,000 |  | Unchanged |
| FTAI AVIATION LTD | SHS | $5.1m | 3.1% | 18,973 |  | Added +10,963 |
| [UNITY SOFTWARE INC (U)](/companies/u.md) | COM | $4.8m | 2.9% | 167,600 |  | New +167,600 |
| HERBALIFE LTD | COM SHS | $4.7m | 2.8% | 355,121 |  | New +355,121 |
| [THE ONE GROUP HOSPITALITY INC (STKS)](/companies/stks.md) | COM | $1.6m | 1.0% | 818,390 |  | Added +169,264 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [AFFIRM HLDGS INC (AFRM)](/companies/afrm.md) | COM CL A | $0 | 0.0% | 0 |  | Sold out −39,301 |

Source: SEC EDGAR, Form 13F-HR, accession 0001999371-26-017950. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.