StockDriftsStockDriftsTop 10 Whitebark Investors LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GLBE | GLOBAL E ONLINE LTD | 15.97% | 595.4K | $20.7M | +0.00%(+0) | $36.75(+14.16%) | 2026-06-30 | |
| CPNG | COUPANG INC | 14.46% | 1.08M | $18.7M | +0.76%(+8.12K) | $24.44(-33.34%) | 2026-06-30 | |
| GO | GROCERY OUTLET HLDG CORP | 12.48% | 1.62M | $16.2M | +0.00%(+0) | $13.77(-21.58%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 12.07% | 41.9K | $15.6M | -17.63%(-8.97K) | $425.90(+16.67%) | 2026-06-30 | |
| KLAR | KLARNA GROUP PLC | 10.79% | 690.4K | $14.0M | +0.00%(+0) | $25.90(-20.15%) | 2026-06-30 | |
| FLUT | FLUTTER ENTMT PLC | 10.64% | 134.8K | $13.8M | +0.00%(+0) | $247.84(-60.33%) | 2026-06-30 | |
| GSHD | GOOSEHEAD INS INC | 10.09% | 269.3K | $13.1M | +0.00%(+0) | $98.26(-31.41%) | 2026-06-30 | |
| BLND | BLEND LABS INC | 8.38% | 6.34M | $10.8M | +0.00%(+0) | $3.53(-56.08%) | 2026-06-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.17% | 8.6K | $4.1M | new | $397.04(+8.43%) | 2026-06-30 | |
| SHEN | SHENANDOAH TELECOMMUNICATION | 1.95% | 167.2K | $2.5M | -76.99%(-559.29K) | $12.91(+4.05%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | -26.76% |
| Top 20 Holdings Unweighted | — | — | — | — | -17.28% |
Whitebark Investors LP reports $129.47M in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are GLBE (16.0%), CPNG (14.5%) and GO (12.5%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned -26.76% cumulatively over 6 quarters. 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 Whitebark Investors LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2042091). View Whitebark Investors LP’s 13F filings on SEC