§ 13F · FUND PROFILE
General Equity Holdings LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $132.1T (13F)Positions · 10Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$160.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 212K | $89.5T | 55.9% | NEW |
| 2 | SE | SEA LTD | 115K | $14.6T | 9.1% | NEW |
| 3 | NU | NU HLDGS LTD | 584K | $9.8T | 6.1% | NEW |
| 4 | CPNG | COUPANG INC | 373K | $8.8T | 5.5% | NEW |
| 5 | JMIA | JUMIA TECHNOLOGIES AG | 653K | $8.2T | 5.1% | NEW |
| 6 | ONEW | ONEWATER MARINE INC | 564K | $6.1T | 3.8% | NEW |
| 7 | AMZN | AMAZON COM INC | 25K | $5.7T | 3.5% | NEW |
| 8 | FTAI | FTAI AVIATION LTD | 22K | $4.4T | 2.7% | NEW |
| 9 | DASH | DOORDASH INC | 19K | $4.3T | 2.7% | NEW |
| 10 | APP | APPLOVIN CORP | 6K | $4.2T | 2.6% | 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 $132118.9 trillion in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed