§ 13F · FUND PROFILE
Whitebark Investors LP.
AUM · $129M (13F)Positions · 10Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M 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 | GLBE | GLOBAL E ONLINE LTD | 595K | $21M | 16.0% | ±0% |
| 2 | CPNG | COUPANG INC | 1.08M | $19M | 14.5% | +1% |
| 3 | GO | GROCERY OUTLET HLDG CORP | 1.62M | $16M | 12.5% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 42K | $16M | 12.1% | −18% |
| 5 | KLAR | KLARNA GROUP PLC | 690K | $14M | 10.8% | ±0% |
| 6 | FLUT | FLUTTER ENTMT PLC | 135K | $14M | 10.6% | ±0% |
| 7 | GSHD | GOOSEHEAD INS INC | 269K | $13M | 10.1% | ±0% |
| 8 | BLND | BLEND LABS INC | 6.34M | $11M | 8.4% | ±0% |
| 9 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 9K | $4M | 3.2% | NEW |
| 10 | SHEN | SHENANDOAH TELECOMMUNICATION | 167K | $3M | 1.9% | −77% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITEBARK SIGNAL
AC read
Whitebark Investors LP is a Other fund managing $129 million in assets. The fund runs a focused portfolio of just 10 positions.
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