General Equity Holdings LP 13F Holdings
CIK 0001700362 · BROOKLYN, NY
As of Sep 30, 2025, General Equity Holdings LP reported 12 positions worth
CIK 0001700362 · BROOKLYN, NY
As of Sep 30, 2025, General Equity Holdings LP reported 12 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CARVANA CO | CVNA | Consumer Cyclical | 260,002 | $98.1M | 59.67% |
| NU HOLDINGS LTD | NU | Financial Services | 634,400 | 0.2M | 6.18% |
| ONEWATER MARINE INC | ONEW | Consumer Cyclical | 546,365 | $8.7M | 5.27% |
| APPLOVIN CORP | APP | Technology | 11,750 | $8.4M | 5.14% |
| SEA LTD | SE | Consumer Cyclical | 42,250 | $7.6M | 4.59% |
| ALPHABET INC | GOOG | Equity | 25,800 | $6.3M | 3.82% |
| SHIFT4 PAYMENTS INC | FOUR | Technology | 68,800 | $5.3M | 3.24% |
| COUPANG INC | CPNG | Consumer Cyclical | 164,100 | $5.3M | 3.21% |
| OSCAR HEALTH INC | OSCR | Healthcare | 260,000 | $4.9M | 2.99% |
| JUMIA TECHNOLOGIES AG | JMIA | Consumer Cyclical | 363,100 | $4.2M | 2.56% |
| FTAI AVIATION LTD | FTAI | Industrials | 22,300 | $3.7M | 2.26% |
| THE ONE GROUP HOSPITALITY INC | STKS | Consumer Cyclical | 583,649 | .7M | 1.05% |