General Equity Holdings LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), General Equity Holdings LP reported 13 stock positions worth $167.5 million. Its top holding was Carvana (CVNA) at 42.6% of the portfolio, followed by Sea Ltd.-ADR (SE, 11.3%) and AppLovin Class A (APP, 9.5%). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 6 and reduced 2. The biggest buy was a new position in Nvidia (NVDA) and the biggest sale Carvana (CVNA, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Brooklyn, NY
- CIK
- 0001700362
- Portfolio Value
- $167.5M (Q2 2026)
- SEC Filing
- 0001999371-26-017950 ↗ filed Aug 14, 2026
Holdings Value
Holdings 13 stocks · $167.5M
| CVNA Carvana Co. | 42.64% | 1,085,165 | $71.4M | Reduce -12.7% |
| SE Sea Ltd.-ADR | 11.27% | 196,968 | $18.9M | Add +33.9% |
| APP AppLovin Corp. Class A | 9.51% | 30,918 | $15.9M | Reduce -13.2% |
| JMIA Jumia Technologies AG-ADR | 4.90% | 1,163,922 | $8.2M | Add +37.9% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 4.65% | 582,400 | $7.8M | Add +11.5% |
| DASH DoorDash Inc. Class A | 4.50% | 40,852 | $7.5M | Add +90.8% |
| NVDA Nvidia Corp. | 4.48% | 37,500 | $7.5M | New |
| ONEW Onewater Marine Inc. Class A | 4.27% | 634,421 | $7.1M | No change |
| OSCR Oscar Health Inc. Class A | 4.09% | 240,000 | $6.8M | No change |
| FTAI Ftai Aviation Ltd. | 3.06% | 18,973 | $5.1M | Add +136.9% |
| U Unity Software Inc. | 2.86% | 167,600 | $4.8M | New |
| HLF Herbalife Ltd. | 2.79% | 355,121 | $4.7M | New |
| STKS One Group Hospitality Inc. filed as THE ONE GROUP HOSPITALITY IN | 0.98% | 818,390 | $1.6M | Add +26.1% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | New | 4.48% | +4.48 |
| U Unity Software Inc. | New | 2.86% | +2.86 |
| HLF Herbalife Ltd. | New | 2.79% | +2.79 |
| SE Sea Ltd.-ADR | Add +33.9% | 11.27% | +2.23 |
| DASH DoorDash Inc. Class A | Add +90.8% | 4.50% | +2.11 |
| FTAI Ftai Aviation Ltd. | Add +136.9% | 3.06% | +1.61 |
| JMIA Jumia Technologies AG-ADR | Add +37.9% | 4.90% | +0.58 |
| STKS One Group Hospitality Inc. | Add +26.1% | 0.98% | +0.12 |
| NU Nu Holdings Ltd./Cayman Isl-A | Add +11.5% | 4.65% | −0.93 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 13 | $167.5M | CVNA, SE, APP, JMIA, NU |
| Q1 2026 | 11 | $134.7M | CVNA, APP, SE, NU, ONEW |
| Q4 2025 | 12 | $160.0M | CVNA, SE, NU, CPNG, JMIA |
| Q3 2025 | 12 | $164.4M | CVNA, NU, ONEW, APP, SE |
| Q2 2025 | 10 | $132.1M | CVNA, SE, CPNG, ONEW, FOUR |
| Q1 2025 | 6 | $110.3M | CVNA, SE, ONEW, CTRN, OSCR |
| Q4 2024 | 6 | $127.1M | CVNA, SE, ONEW, OSCR, CTRN |
| Q3 2024 | 6 | $143.9M | CVNA, SE, ONEW, OSCR, LMND |
| Q2 2024 | 5 | $163.7M | CVNA, ONEW, PDD, LMND, CDLX |
| Q1 2024 | 4 | $120.4M | CVNA, ONEW, CDLX, PGNY |