General Equity Holdings LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), General Equity Holdings LP reported 11 stock positions worth $134.7 million. Its top holding was Carvana (CVNA) at 58.0% of the portfolio, followed by AppLovin Class A (APP, 10.5%) and Sea Ltd.-ADR (SE, 9.0%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 7 and reduced 3. The biggest buy was AppLovin Class A (APP, shares +475%) and the biggest sale an exit from Coupang (CPNG).
- Most Recent 13F
- Q2 2026
- Location
- Brooklyn, NY
- CIK
- 0001700362
- Portfolio Value
- $134.7M (Q1 2026)
- SEC Filing
- 0001999371-26-010805 ↗ filed May 15, 2026
Holdings Value
Holdings 11 stocks · $134.7M
| CVNA Carvana Co. | 58.02% | 248,646 | $78.2M | Add +17.2% |
| APP AppLovin Corp. Class A | 10.52% | 35,620 | $14.2M | Add +474.5% |
| SE Sea Ltd.-ADR | 9.04% | 147,068 | $12.2M | Add +28.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 5.57% | 522,400 | $7.5M | Reduce -10.6% |
| ONEW Onewater Marine Inc. Class A | 4.45% | 634,421 | $6.0M | Add +12.5% |
| JMIA Jumia Technologies AG-ADR | 4.32% | 844,086 | $5.8M | Add +29.3% |
| DASH DoorDash Inc. Class A | 2.39% | 21,412 | $3.2M | Add +13.2% |
| OSCR Oscar Health Inc. Class A | 2.04% | 240,000 | $2.8M | Reduce -2.0% |
| FTAI Ftai Aviation Ltd. | 1.46% | 8,010 | $2.0M | Reduce -64.1% |
| AFRM Affirm Holdings Inc. | 1.34% | 39,301 | $1.8M | New |
| STKS One Group Hospitality Inc. filed as THE ONE GROUP HOSPITALITY IN | 0.86% | 649,126 | $1.2M | Add +9.3% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| APP AppLovin Corp. Class A | Add +474.5% | 10.52% | +7.91 |
| CVNA Carvana Co. | Add +17.2% | 58.02% | +2.09 |
| AFRM Affirm Holdings Inc. | New | 1.34% | +1.34 |
| ONEW Onewater Marine Inc. Class A | Add +12.5% | 4.45% | +0.64 |
| STKS One Group Hospitality Inc. | Add +9.3% | 0.86% | +0.21 |
| SE Sea Ltd.-ADR | Add +28.4% | 9.04% | −0.09 |
| DASH DoorDash Inc. Class A | Add +13.2% | 2.39% | −0.29 |
| JMIA Jumia Technologies AG-ADR | Add +29.3% | 4.32% | −0.77 |
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 |