Filed: 2/17/2026ACC: 0001999371-26-003382
📋 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 $160.04M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$160.04M
Total AUM (reported)
3.41M
Total Shares
Allocation by class
CL A$106.12M66.3%
SPONSORD ADS$22.77M14.2%
ORD SHS CL A$9.78M6.1%
COM$6.69M4.2%
CL A COM$6.10M3.8%
SHS$4.39M2.7%
COM CL A$4.18M2.6%
Portfolio Concentration
Top 3$113.91M71.2%
4–10$41.57M26.0%
11–25$4.56M2.8%
Top 3 weight
71.2%
Top 10 weight
97.2%
Voting Authority Distribution
Total shares with voting rights: 3.41M
Sole
Full voting authority
3.41M
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
SOLEShares212.10K
TypeSH
Market value$89.51M
55.93%
Sole
212.10K
Shared
0.00
None
0.00
SEA LTD
SOLEShares114.57K
TypeSH
Market value$14.62M
9.13%
Sole
114.57K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares584.40K
TypeSH
Market value$9.78M
6.11%
Sole
584.40K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares373.29K
TypeSH
Market value$8.81M
5.50%
Sole
373.29K
Shared
0.00
None
0.00
JUMIA TECHNOLOGIES AG
SOLEShares653.03K
TypeSH
Market value$8.16M
5.10%
Sole
653.03K
Shared
0.00
None
0.00
ONEWATER MARINE INC
SOLEShares563.83K
TypeSH
Market value$6.10M
3.81%
Sole
563.83K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares24.50K
TypeSH
Market value$5.66M
3.53%
Sole
24.50K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares22.30K
TypeSH
Market value$4.39M
2.74%
Sole
22.30K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares18.91K
TypeSH
Market value$4.28M
2.68%
Sole
18.91K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares6.20K
TypeSH
Market value$4.18M
2.61%
Sole
6.20K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares245K
TypeSH
Market value$3.52M
2.20%
Sole
245K
Shared
0.00
None
0.00
THE ONE GROUP HOSPITALITY INC
SOLEShares593.62K
TypeSH
Market value$1.04M
0.65%
Sole
593.62K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 212.10K | SH | $89.51M 55.93% | 212.10K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 114.57K | SH | $14.62M 9.13% | 114.57K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 584.40K | SH | $9.78M 6.11% | 584.40K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 373.29K | SH | $8.81M 5.50% | 373.29K | 0.00 | 0.00 |
JUMIA TECHNOLOGIES AGSOLE | SPONSORD ADS | 653.03K | SH | $8.16M 5.10% | 653.03K | 0.00 | 0.00 |
ONEWATER MARINE INCSOLE | CL A COM | 563.83K | SH | $6.10M 3.81% | 563.83K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 24.50K | SH | $5.66M 3.53% | 24.50K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 22.30K | SH | $4.39M 2.74% | 22.30K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 18.91K | SH | $4.28M 2.68% | 18.91K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 6.20K | SH | $4.18M 2.61% | 6.20K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 245K | SH | $3.52M 2.20% | 245K | 0.00 | 0.00 |
THE ONE GROUP HOSPITALITY INCSOLE | COM | 593.62K | SH | $1.04M 0.65% | 593.62K | 0.00 | 0.00 |