General Equity Holdings Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$134.7M
Q ending 2026-03-31
Prior quarter
$160.0M
Q ending 2025-12-31
Change
-15.8% QoQ · +22.1% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Carvana Co | CVNA | Shares | $78.2M | 249K |
| Applovin Corp | APP | Shares | $14.2M | 36K |
| Sea Ltd | SE | Shares | $12.2M | 147K |
| Nu Hldgs Ltd | Shares | $7.5M | 522K | |
| Onewater Marine Inc | ONEW | Shares | $6.0M | 634K |
| Jumia Technologies Ag | JMIA | Shares | $5.8M | 844K |
| Doordash Inc | DASH | Shares | $3.2M | 21K |
| Oscar Health Inc | OSCR | Shares | $2.8M | 240K |
| Ftai Aviation Ltd | Shares | $2.0M | 8K | |
| Affirm Hldgs Inc | AFRM | Shares | $1.8M | 39K |
| The One Group Hospitality Inc | STKS | Shares | $1.2M | 649K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.