§ 13F · FUND PROFILE
General Equity Holdings LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132M (13F)Positions · 10Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 249K | $78M | 58.0% | +17% |
| 2 | APP | APPLOVIN CORP | 36K | $14M | 10.5% | +475% |
| 3 | SE | SEA LTD | 147K | $12M | 9.0% | +28% |
| 4 | NU | NU HLDGS LTD | 522K | $8M | 5.6% | −11% |
| 5 | ONEW | ONEWATER MARINE INC | 634K | $6M | 4.4% | +13% |
| 6 | JMIA | JUMIA TECHNOLOGIES AG | 844K | $6M | 4.3% | +29% |
| 7 | DASH | DOORDASH INC | 21K | $3M | 2.4% | +13% |
| 8 | OSCR | OSCAR HEALTH INC | 240K | $3M | 2.0% | −2% |
| 9 | FTAI | FTAI AVIATION LTD | 8K | $2M | 1.5% | −64% |
| 10 | AFRM | AFFIRM HLDGS INC | 39K | $2M | 1.3% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE GENERAL SIGNAL
AC read
General Equity Holdings LP is a Other fund managing $132 million in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed