Whitebark Investors LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Whitebark Investors LP reported 9 stock positions worth $125.1 million. Its top holding was Coupang (CPNG) at 16.2% of the portfolio, followed by Microsoft (MSFT, 15.1%) and Global-E Online (GLBE, 14.7%). Compared with Q4 2025, it added to 4. The biggest buy was Shenandoah Telecommunication (SHEN, shares +72%).
- Most Recent 13F
- Q2 2026
- Location
- Incline Village, NV
- CIK
- 0002042091
- Portfolio Value
- $125.1M (Q1 2026)
- SEC Filing
- 0001172661-26-002045 ↗ filed May 15, 2026
Holdings Value
Holdings 9 stocks · $125.1M
| CPNG Coupang Inc. | 16.15% | 1,069,897 | $20.2M | Add +1.8% |
| MSFT Microsoft Corp. | 15.05% | 50,859 | $18.8M | No change |
| GLBE Global-E Online Ltd. | 14.69% | 595,432 | $18.4M | No change |
| FLUT Flutter Entertainment PLC-Di | 10.99% | 134,766 | $13.7M | No change |
| GSHD Goosehead Insurance Inc. Class A | 9.19% | 269,322 | $11.5M | No change |
| GO Grocery Outlet Holding Corp. | 9.13% | 1,619,274 | $11.4M | No change |
| SHEN Shenandoah Telecommunication | 8.96% | 726,445 | $11.2M | Add +71.7% |
| BLND Blend Labs Inc. Class A | 8.62% | 6,343,497 | $10.8M | Add +25.1% |
| KLAR Klarna Group PLC | 7.23% | 690,366 | $9.0M | Add +158.2% |
Portfolio Sells Q4 2025 → Q1 2026
| None this quarter. | |||
Portfolio Buys Q4 2025 → Q1 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 |