§ 13F · FUND PROFILE
General Equity Holdings LP.
AUM · $167M (13F)Positions · 13Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$17M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 1.09M | $71M | 42.6% | +336% |
| 2 | SE | SEA LTD | 197K | $19M | 11.3% | +34% |
| 3 | APP | APPLOVIN CORP | 31K | $16M | 9.5% | −13% |
| 4 | JMIA | JUMIA TECHNOLOGIES AG | 1.16M | $8M | 4.9% | +38% |
| 5 | NU | NU HLDGS LTD | 582K | $8M | 4.6% | +11% |
| 6 | DASH | DOORDASH INC | 41K | $8M | 4.5% | +91% |
| 7 | NVDA | NVIDIA CORPORATION | 38K | $8M | 4.5% | NEW |
| 8 | ONEW | ONEWATER MARINE INC | 634K | $7M | 4.3% | ±0% |
| 9 | OSCR | OSCAR HEALTH INC | 240K | $7M | 4.1% | ±0% |
| 10 | FTAI | FTAI AVIATION LTD | 19K | $5M | 3.1% | +137% |
§ 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 $167 million in assets. The fund runs a focused portfolio of just 13 positions.
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