§ 13F · FUND PROFILE
Whitebark Investors LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $159M (13F)Positions · 7Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
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 | CPNG | COUPANG INC | 1.07M | $20M | 16.2% | +2% |
| 2 | MSFT | MICROSOFT CORP | 51K | $19M | 15.1% | ±0% |
| 3 | GLBE | GLOBAL E ONLINE LTD | 595K | $18M | 14.7% | ±0% |
| 4 | FLUT | FLUTTER ENTMT PLC | 135K | $14M | 11.0% | ±0% |
| 5 | GSHD | GOOSEHEAD INS INC | 269K | $11M | 9.2% | ±0% |
| 6 | GO | GROCERY OUTLET HLDG CORP | 1.62M | $11M | 9.1% | ±0% |
| 7 | SHEN | SHENANDOAH TELECOMMUNICATION | 726K | $11M | 9.0% | +72% |
| 8 | BLND | BLEND LABS INC | 6.34M | $11M | 8.6% | +25% |
| 9 | KLAR | KLARNA GROUP PLC | 690K | $9M | 7.2% | +158% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WHITEBARK SIGNAL
AC read
Whitebark Investors LP is a Other fund managing $159 million in assets. The fund runs a focused portfolio of just 7 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed