Filed: 5/15/2026ACC: 0001999371-26-010805
📋 What this filing means
GENERAL EQUITY HOLDINGS LP filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $134.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$134.74M
Total AUM (reported)
3.39M
Total Shares
Allocation by class
CL A$84.14M62.4%
SPONSORD ADS$18.00M13.4%
COM CL A$15.98M11.9%
ORD SHS CL A$7.51M5.6%
CL A COM$6.00M4.4%
SHS$1.96M1.5%
COM$1.16M0.9%
Portfolio Concentration
Top 3$104.52M77.6%
4–10$29.06M21.6%
11–25$1.16M0.9%
Top 3 weight
77.6%
Top 10 weight
99.1%
Voting Authority Distribution
Total shares with voting rights: 3.39M
Sole
Full voting authority
3.39M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
CARVANA CO
SOLEShares248.65K
TypeSH
Market value$78.17M
58.02%
Sole
248.65K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares35.62K
TypeSH
Market value$14.18M
10.52%
Sole
35.62K
Shared
0.00
None
0.00
SEA LTD
SOLEShares147.07K
TypeSH
Market value$12.18M
9.04%
Sole
147.07K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares522.40K
TypeSH
Market value$7.51M
5.57%
Sole
522.40K
Shared
0.00
None
0.00
ONEWATER MARINE INC
SOLEShares634.42K
TypeSH
Market value$6.00M
4.45%
Sole
634.42K
Shared
0.00
None
0.00
JUMIA TECHNOLOGIES AG
SOLEShares844.09K
TypeSH
Market value$5.82M
4.32%
Sole
844.09K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares21.41K
TypeSH
Market value$3.22M
2.39%
Sole
21.41K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares240K
TypeSH
Market value$2.75M
2.04%
Sole
240K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares8.01K
TypeSH
Market value$1.96M
1.46%
Sole
8.01K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares39.30K
TypeSH
Market value$1.80M
1.34%
Sole
39.30K
Shared
0.00
None
0.00
THE ONE GROUP HOSPITALITY INC
SOLEShares649.13K
TypeSH
Market value$1.16M
0.86%
Sole
649.13K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 248.65K | SH | $78.17M 58.02% | 248.65K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 35.62K | SH | $14.18M 10.52% | 35.62K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 147.07K | SH | $12.18M 9.04% | 147.07K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 522.40K | SH | $7.51M 5.57% | 522.40K | 0.00 | 0.00 |
ONEWATER MARINE INCSOLE | CL A COM | 634.42K | SH | $6.00M 4.45% | 634.42K | 0.00 | 0.00 |
JUMIA TECHNOLOGIES AGSOLE | SPONSORD ADS | 844.09K | SH | $5.82M 4.32% | 844.09K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 21.41K | SH | $3.22M 2.39% | 21.41K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 240K | SH | $2.75M 2.04% | 240K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 8.01K | SH | $1.96M 1.46% | 8.01K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 39.30K | SH | $1.80M 1.34% | 39.30K | 0.00 | 0.00 |
THE ONE GROUP HOSPITALITY INCSOLE | COM | 649.13K | SH | $1.16M 0.86% | 649.13K | 0.00 | 0.00 |