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Whitebark Investors Lp

Portfolio Manager
Whitebark Investors LP
Performance
-31.24% (2026 Q1)
AUM (13F)
$125.06M
# of Holdings
9
Performance Rank
Allocation (Top 20)
100.01%

Whitebark Investors Lp Holdings Map

Top 9 Whitebark Investors Lp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
CPNG
COUPANG INC
16.15%1.07M$20.2M
+1.80%(+18.90K)
2025-Q1: 619.3K shares2025-Q2: 868.3K shares2025-Q3: 922.4K shares2025-Q4: 1.05M shares2026-Q1: 1.07M shares
$24.49(-34.17%)
2026-03-31
MSFT
MICROSOFT CORP
15.05%50.9K$18.8M
+0.00%(+0)
2025-Q1: 72.1K shares2025-Q2: 66.1K shares2025-Q3: 66.1K shares2025-Q4: 50.9K shares2026-Q1: 50.9K shares
$425.90(-0.93%)
2026-03-31
GLBE
GLOBAL E ONLINE LTD
14.69%595.4K$18.4M
+0.00%(+0)
2025-Q1: 70.5K shares2025-Q2: 223.1K shares2025-Q3: 450.1K shares2025-Q4: 595.4K shares2026-Q1: 595.4K shares
$36.75(-24.10%)
2026-03-31
FLUT
FLUTTER ENTMT PLC
10.99%134.8K$13.7M
+0.00%(+0)
2025-Q1: 157.4K shares2025-Q2: 147.4K shares2025-Q3: 139.8K shares2025-Q4: 134.8K shares2026-Q1: 134.8K shares
$247.84(-62.73%)
2026-03-31
GSHD
GOOSEHEAD INS INC
9.19%269.3K$11.5M
+0.00%(+0)
2025-Q1: 339.0K shares2025-Q2: 339.0K shares2025-Q3: 339.0K shares2025-Q4: 269.3K shares2026-Q1: 269.3K shares
$98.26(-61.68%)
2026-03-31
GO
GROCERY OUTLET HLDG CORP
9.13%1.62M$11.4M
+0.00%(+0)
2025-Q1: 650.0K shares2025-Q2: 650.0K shares2025-Q3: 650.0K shares2025-Q4: 1.62M shares2026-Q1: 1.62M shares
$13.77(-46.24%)
2026-03-31
SHEN
SHENANDOAH TELECOMMUNICATION
8.96%726.4K$11.2M
+71.71%(+303.38K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 423.1K shares2026-Q1: 726.4K shares
$12.91(+23.26%)
2026-03-31
BLND
BLEND LABS INC
8.62%6.34M$10.8M
+25.14%(+1.27M)
2025-Q1: 4.64M shares2025-Q2: 4.85M shares2025-Q3: 5.57M shares2025-Q4: 5.07M shares2026-Q1: 6.34M shares
$3.53(-58.91%)
2026-03-31
KLAR
KLARNA GROUP PLC
7.23%690.4K$9.0M
+158.20%(+422.99K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 60.0K shares2025-Q4: 267.4K shares2026-Q1: 690.4K shares
$25.90(-41.43%)
2026-03-31

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