Filed: 8/14/2026ACC: 0001999371-26-017950
📋 What this filing means
GENERAL EQUITY HOLDINGS LP filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $167.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$167.49M
Total AUM (reported)
5.37M
Total Shares
Allocation by class
CL A$85.81M51.2%
SPONSORD ADS$27.08M16.2%
COM CL A$15.93M9.5%
COM$13.94M8.3%
ORD SHS CL A$7.78M4.6%
CL A COM$7.15M4.3%
SHS$5.13M3.1%
Portfolio Concentration
Top 3$106.23M63.4%
4–10$50.16M29.9%
11–25$11.10M6.6%
Top 3 weight
63.4%
Top 10 weight
93.4%
Voting Authority Distribution
Total shares with voting rights: 5.37M
Sole
Full voting authority
5.37M
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)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
CARVANA CO
SOLEShares1.09M
TypeSH
Market value$71.43M
42.64%
Sole
1.09M
Shared
0.00
None
0.00
SEA LTD
SOLEShares196.97K
TypeSH
Market value$18.88M
11.27%
Sole
196.97K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares30.92K
TypeSH
Market value$15.93M
9.51%
Sole
30.92K
Shared
0.00
None
0.00
JUMIA TECHNOLOGIES AG
SOLEShares1.16M
TypeSH
Market value$8.21M
4.90%
Sole
1.16M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares582.40K
TypeSH
Market value$7.78M
4.65%
Sole
582.40K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares40.85K
TypeSH
Market value$7.54M
4.50%
Sole
40.85K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares37.50K
TypeSH
Market value$7.50M
4.48%
Sole
37.50K
Shared
0.00
None
0.00
ONEWATER MARINE INC
SOLEShares634.42K
TypeSH
Market value$7.15M
4.27%
Sole
634.42K
Shared
0.00
None
0.00
OSCAR HEALTH INC
SOLEShares240K
TypeSH
Market value$6.84M
4.09%
Sole
240K
Shared
0.00
None
0.00
FTAI AVIATION LTD
SOLEShares18.97K
TypeSH
Market value$5.13M
3.06%
Sole
18.97K
Shared
0.00
None
0.00
UNITY SOFTWARE INC
SOLEShares167.60K
TypeSH
Market value$4.79M
2.86%
Sole
167.60K
Shared
0.00
None
0.00
HERBALIFE LTD
SOLEShares355.12K
TypeSH
Market value$4.67M
2.79%
Sole
355.12K
Shared
0.00
None
0.00
THE ONE GROUP HOSPITALITY INC
SOLEShares818.39K
TypeSH
Market value$1.64M
0.98%
Sole
818.39K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 1.09M | SH | $71.43M 42.64% | 1.09M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 196.97K | SH | $18.88M 11.27% | 196.97K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 30.92K | SH | $15.93M 9.51% | 30.92K | 0.00 | 0.00 |
JUMIA TECHNOLOGIES AGSOLE | SPONSORD ADS | 1.16M | SH | $8.21M 4.90% | 1.16M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 582.40K | SH | $7.78M 4.65% | 582.40K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 40.85K | SH | $7.54M 4.50% | 40.85K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 37.50K | SH | $7.50M 4.48% | 37.50K | 0.00 | 0.00 |
ONEWATER MARINE INCSOLE | CL A COM | 634.42K | SH | $7.15M 4.27% | 634.42K | 0.00 | 0.00 |
OSCAR HEALTH INCSOLE | CL A | 240K | SH | $6.84M 4.09% | 240K | 0.00 | 0.00 |
FTAI AVIATION LTDSOLE | SHS | 18.97K | SH | $5.13M 3.06% | 18.97K | 0.00 | 0.00 |
UNITY SOFTWARE INCSOLE | COM | 167.60K | SH | $4.79M 2.86% | 167.60K | 0.00 | 0.00 |
HERBALIFE LTDSOLE | COM SHS | 355.12K | SH | $4.67M 2.79% | 355.12K | 0.00 | 0.00 |
THE ONE GROUP HOSPITALITY INCSOLE | COM | 818.39K | SH | $1.64M 0.98% | 818.39K | 0.00 | 0.00 |