StockDriftsStockDriftsTop 11 General Equity Holdings LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 58.02% | 248.6K | $78.2M | +17.23%(+36.55K) | $115.85(-40.78%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 10.52% | 35.6K | $14.2M | +474.52%(+29.42K) | $535.63(-1.60%) | 2026-03-31 | |
| SE | SEA LTD | 9.04% | 147.1K | $12.2M | +28.37%(+32.50K) | $123.03(-16.03%) | 2026-03-31 | |
| NU | NU HLDGS LTD | 5.57% | 522.4K | $7.5M | -10.61%(-62.00K) | $14.87(-8.44%) | 2026-03-31 | |
| ONEW | ONEWATER MARINE INC | 4.45% | 634.4K | $6.0M | +12.52%(+70.59K) | $24.91(-56.52%) | 2026-03-31 | |
| JMIA | JUMIA TECHNOLOGIES AG | 4.32% | 844.1K | $5.8M | +29.26%(+191.06K) | $9.70(-27.28%) | 2026-03-31 | |
| DASH | DOORDASH INC | 2.39% | 21.4K | $3.2M | +13.22%(+2.50K) | $242.12(-20.70%) | 2026-03-31 | |
| OSCR | OSCAR HEALTH INC | 2.04% | 240.0K | $2.8M | -2.04%(-5.00K) | $18.34(+75.48%) | 2026-03-31 | |
| FTAI | FTAI AVIATION LTD | 1.46% | 8.0K | $2.0M | -64.08%(-14.29K) | $140.95(+75.99%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 1.34% | 39.3K | $1.8M | new | $60.13(+40.67%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +107.02% | +787.20% |
| Top 20 Holdings Unweighted | +41.45% | +183.02% |
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