Whitebark Investors LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Whitebark Investors LP reported 10 stock positions worth $129.5 million. Its top holding was Global-E Online (GLBE) at 16.0% of the portfolio, followed by Coupang (CPNG, 14.5%) and Grocery Outlet (GO, 12.5%). Compared with Q1 2026, it opened 1 new position, added to 1 and reduced 2. The biggest buy was a new position in Taiwan Semiconductor-SP ADR (TSM) and the biggest sale Shenandoah Telecommunication (SHEN, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- Incline Village, NV
- CIK
- 0002042091
- Portfolio Value
- $129.5M (Q2 2026)
- SEC Filing
- 0001172661-26-003549 ↗ filed Aug 14, 2026
Holdings Value
Holdings 10 stocks · $129.5M
| GLBE Global-E Online Ltd. | 15.97% | 595,432 | $20.7M | No change |
| CPNG Coupang Inc. | 14.46% | 1,078,020 | $18.7M | Add +0.8% |
| GO Grocery Outlet Holding Corp. | 12.48% | 1,619,274 | $16.2M | No change |
| MSFT Microsoft Corp. | 12.07% | 41,893 | $15.6M | Reduce -17.6% |
| KLAR Klarna Group PLC | 10.79% | 690,366 | $14.0M | No change |
| FLUT Flutter Entertainment PLC-Di | 10.63% | 134,766 | $13.8M | No change |
| GSHD Goosehead Insurance Inc. Class A | 10.09% | 269,322 | $13.1M | No change |
| BLND Blend Labs Inc. Class A | 8.38% | 6,343,497 | $10.8M | No change |
| TSM Taiwan Semiconductor-SP ADR | 3.17% | 8,595 | $4.1M | New |
| SHEN Shenandoah Telecommunication | 1.95% | 167,153 | $2.5M | Reduce -77.0% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $129.5M | GLBE, CPNG, GO, MSFT, KLAR |
| Q1 2026 | 9 | $125.1M | CPNG, MSFT, GLBE, FLUT, GSHD |
| Q4 2025 | 9 | $166.0M | FLUT, CPNG, MSFT, GLBE, GSHD |
| Q3 2025 | 10 | $210.0M | FLUT, MSFT, CPNG, TDS, GSHD |
| Q2 2025Amended | 9 | $207.1M | FLUT, GSHD, MSFT, CPNG, TDS |
| Q1 2025 | 9 | $190.7M | GSHD, FLUT, MSFT, DASH, TDS |
| Q4 2024 | 9 | $215.8M | GSHD, DASH, FLUT, MSFT, GLBE |