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General Equity Holdings LP

Q1 2026 13F Holdings

  • Location
    brooklyn, NY
  • Num holdings

    11

  • Value ($000)

    $134,738

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001700362
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
C
CVNA

CARVANA CO

CL A
146869102
$78.17M
58 %

248,646

A
APP

APPLOVIN CORP

COM CL A
03831W108
$14.18M
11 %

35,620

S
SE

SEA LTD

SPONSORD ADS
81141R100
$12.18M
9 %

147,068

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$7.51M
6 %

522,400

O
ONEW

ONEWATER MARINE INC

CL A COM
68280L101
$6M
4 %

634,421

J
JMIA

JUMIA TECHNOLOGIES AG

SPONSORD ADS
48138M105
$5.82M
4 %

844,086

D
DASH

DOORDASH INC

CL A
25809K105
$3.22M
2 %

21,412

O
OSCR

OSCAR HEALTH INC

CL A
687793109
$2.75M
2 %

240,000

---

FTAI AVIATION LTD

SHS
G3730V105
$1.96M
2 %

8,010

A
AFRM

AFFIRM HLDGS INC

COM CL A
00827B106
$1.8M
1 %

39,301

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