Filed: 11/14/2025ACC: 0001999371-25-017779
📋 What this filing means
GENERAL EQUITY HOLDINGS LP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $164.37M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$164.37M
Total AUM (reported)
2.98M
Total Shares
Allocation by class
CL A$113.61M69.1%
ORD SHS CL A$10.16M6.2%
CL A COM$8.65M5.3%
COM CL A$8.44M5.1%
SPONSORD ADS$7.55M4.6%
CAP STK CL C$6.28M3.8%
SPONSORED ADS$4.22M2.6%
Portfolio Concentration
Top 3$116.89M71.1%
4–10$42.02M25.6%
11–25$5.45M3.3%
Top 3 weight
71.1%
Top 10 weight
96.7%
Voting Authority Distribution
Total shares with voting rights: 2.98M
Sole
Full voting authority
2.98M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
CARVANA CO
SOLEShares260K
TypeSH
Market value$98.08M
59.67%
Sole
260K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares634.40K
TypeSH
Market value$10.16M
6.18%
Sole
634.40K
Shared
0.00
None
0.00
ONEWATER MARINE INC
SOLEShares546.37K
TypeSH
Market value$8.65M
5.27%
Sole
546.37K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares11.75K
TypeSH
Market value$8.44M
5.14%
Sole
11.75K
Shared
0.00
None
0.00
SEA LTD
SOLEShares42.25K
TypeSH
Market value$7.55M
4.59%
Sole
42.25K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares25.80K
TypeSH
Market value$6.28M
3.82%
Sole
25.80K
Shared
0.00
None
0.00
SHIFT4 PMTS INC
SOLEShares68.80K
TypeSH
Market value$5.33M
3.24%
Sole
68.80K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares164.10K
TypeSH
Market value$5.28M
3.21%
Sole
164.10K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares260K
TypeSH
Market value$4.92M
2.99%
Sole
260K
Shared
0.00
None
0.00
JUMIA TECHNOLOGIES AG
SOLEShares363.10K
TypeSH
Market value$4.22M
2.56%
Sole
363.10K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares22.30K
TypeSH
Market value$3.72M
2.26%
Sole
22.30K
Shared
0.00
None
0.00
THE ONE GROUP HOSPITALITY IN
SOLEShares583.65K
TypeSH
Market value$1.73M
1.05%
Sole
583.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 260K | SH | $98.08M 59.67% | 260K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 634.40K | SH | $10.16M 6.18% | 634.40K | 0.00 | 0.00 |
ONEWATER MARINE INCSOLE | CL A COM | 546.37K | SH | $8.65M 5.27% | 546.37K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 11.75K | SH | $8.44M 5.14% | 11.75K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 42.25K | SH | $7.55M 4.59% | 42.25K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 25.80K | SH | $6.28M 3.82% | 25.80K | 0.00 | 0.00 |
SHIFT4 PMTS INCSOLE | CL A | 68.80K | SH | $5.33M 3.24% | 68.80K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 164.10K | SH | $5.28M 3.21% | 164.10K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 260K | SH | $4.92M 2.99% | 260K | 0.00 | 0.00 |
JUMIA TECHNOLOGIES AGSOLE | SPONSORED ADS | 363.10K | SH | $4.22M 2.56% | 363.10K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 22.30K | SH | $3.72M 2.26% | 22.30K | 0.00 | 0.00 |
THE ONE GROUP HOSPITALITY INSOLE | COM | 583.65K | SH | $1.73M 1.05% | 583.65K | 0.00 | 0.00 |