account_balance
Investment manager · 13F filer · SEC CIK 1700362
General Equity Holdings LP
Reported value$167Mas of Jun 30, 2026
Positions13 3 new, 1 sold out
Top 10 weight93.4%CVNA alone is 43%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
CVNACarvana Co
42.6%Added +336%
SESea Ltd
11.3%Added +34%
APPApplovin Corp
9.5%Trimmed −13%
JMIAJumia Technologies AG
4.9%Added +38%
NUNu Hldgs Ltd
4.6%Added +11%
DASHDoordash Inc
4.5%Added +91%
NVDANvidia Corporation
4.5%New
ONEWOnewater Marine Inc
4.3%
OSCROscar Health Inc
4.1%
FTAIFtai Aviation Ltd
3.1%Added +137%
U2.9%HLF2.8%CVNACarvana Co
42.6%Added +336%
SE11.3%APP9.5%JMIA4.9%NU4.6%DASH4.5%NVDA4.5%ONEW4.3%OSCR4.1%FTAI3.1%U2.9%HLF2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
CVNA Carvana Co 42.6% Added +336%SE Sea Ltd 11.3% Added +34%APP Applovin Corp 9.5% Trimmed −13%JMIA Jumia Technologies AG 4.9% Added +38%NU Nu Hldgs Ltd 4.6% Added +11%DASH Doordash Inc 4.5% Added +91%NVDA Nvidia Corporation 4.5% NewONEW Onewater Marine Inc 4.3% HeldOSCR Oscar Health Inc 4.1% HeldFTAI Ftai Aviation Ltd 3.1% Added +137%U Unity Software Inc 2.9% NewHLF Herbalife Ltd 2.8% New
What changed