StockDriftsStockDriftsTop 13 General Equity Holdings LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 42.64% | 1.09M | $71.4M | -12.71%(-158.06K) | $23.14(+226.71%) | 2026-06-30 | |
| SE | SEA LTD | 11.27% | 197.0K | $18.9M | +33.93%(+49.90K) | $113.92(+7.04%) | 2026-06-30 | |
| APP | APPLOVIN CORP | 9.51% | 30.9K | $15.9M | -13.20%(-4.70K) | $535.63(-41.70%) | 2026-06-30 | |
| JMIA | JUMIA TECHNOLOGIES AG | 4.9% | 1.16M | $8.2M | +37.89%(+319.84K) | $8.88(-29.86%) | 2026-06-30 | |
| NU | NU HLDGS LTD | 4.65% | 582.4K | $7.8M | +11.49%(+60.00K) | $14.72(+1.47%) | 2026-06-30 | |
| DASH | DOORDASH INC | 4.5% | 40.9K | $7.5M | +90.79%(+19.44K) | $206.03(+5.34%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 4.48% | 37.5K | $7.5M | new | $182.63(+23.78%) | 2026-06-30 | |
| ONEW | ONEWATER MARINE INC | 4.27% | 634.4K | $7.1M | +0.00%(+0) | $24.91(-51.18%) | 2026-06-30 | |
| OSCR | OSCAR HEALTH INC | 4.09% | 240.0K | $6.8M | +0.00%(+0) | $18.34(+78.64%) | 2026-06-30 | |
| FTAI | FTAI AVIATION LTD | 3.06% | 19.0K | $5.1M | +136.87%(+10.96K) | $203.76(+14.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +51.21% | +245.71% | +18.24% | +131.11% |
| Top 20 Holdings Unweighted | +29.54% | +117.35% | +10.58% | +65.32% |
General Equity Holdings LP reports $167.49M in US-listed equity holdings across 13 positions in its most recent 13F filing. Its largest disclosed positions are CVNA (42.6%), SE (11.3%) and APP (9.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +245.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from General Equity Holdings LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1700362). View General Equity Holdings LP’s 13F filings on SEC