# Whitebark Investors LP: Form 13F holdings

An institutional investment manager in Incline Village, NV. SEC CIK 2042091.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $129.5m
- Positions: 10 (10 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/2042091/000117266126003549/

## 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 |
| --- | --- | ---: | ---: | ---: | --- | --- |
| GLOBAL E ONLINE LTD | SHS | $20.7m | 16.0% | 595,432 |  | Unchanged |
| [COUPANG INC (CPNG)](/companies/cpng.md) | CL A | $18.7m | 14.5% | 1,078,020 |  | Added +8,123 |
| [GROCERY OUTLET HLDG CORP (GO)](/companies/go.md) | COM | $16.2m | 12.5% | 1,619,274 |  | Unchanged |
| [MICROSOFT CORP (MSFT)](/companies/msft.md) | COM | $15.6m | 12.1% | 41,893 |  | Reduced −8,966 |
| KLARNA GROUP PLC | SHS | $14.0m | 10.8% | 690,366 |  | Unchanged |
| FLUTTER ENTMT PLC | SHS | $13.8m | 10.6% | 134,766 |  | Unchanged |
| [GOOSEHEAD INS INC (GSHD)](/companies/gshd.md) | COM CL A | $13.1m | 10.1% | 269,322 |  | Unchanged |
| [BLEND LABS INC (BLND)](/companies/blnd.md) | CL A | $10.8m | 8.4% | 6,343,497 |  | Unchanged |
| [TAIWAN SEMICONDUCTOR MANUFAC (TSM)](/companies/tsm.md) | SPONSORED ADS | $4.1m | 3.2% | 8,595 |  | New +8,595 |
| [SHENANDOAH TELECOMMUNICATION (SHEN)](/companies/shen.md) | COM | $2.5m | 1.9% | 167,153 |  | Reduced −559,292 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003549. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.