General Equity Holdings LP
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), General Equity Holdings LP reported 4 stock positions worth $120.4 million. Its top holding was Carvana (CVNA) at 77.6% of the portfolio, followed by Onewater Marine Class A (ONEW, 11.6%) and Cardlytics (CDLX, 7.5%). Compared with Q4 2023, it sold out of 1. The biggest sale was an exit from Confluent Class A (CFLT).
- Most Recent 13F
- Q2 2026
- Location
- Brooklyn, NY
- CIK
- 0001700362
- Portfolio Value
- $120.4M (Q1 2024)
- SEC Filing
- 0001140361-24-026225 ↗ filed May 15, 2024
Holdings Value
Holdings 4 stocks · $120.4M
Portfolio Sells Q4 2023 → Q1 2024
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −4.34 |
Portfolio Buys Q4 2023 → Q1 2024
| None this quarter. | |||
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 |