Whitebark Investors LP
Top Portfolio Positions
9 positions ·
$125,062,373 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
1,069,897 | $20,199,655 | 16.15% | |
| MSFT |
Microsoft Corp
Technology
|
50,859 | $18,826,476 | 15.05% | |
| GLBE |
Global-E Online Ltd.
Consumer Cyclical
|
595,432 | $18,369,077 | 14.69% | |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
134,766 | $13,739,393 | 10.99% | |
| GSHD |
Goosehead Insurance, Inc.
Financial Services
|
269,322 | $11,489,276 | 9.19% | |
| GO |
Grocery Outlet Holding Corp.
Consumer Defensive
|
1,619,274 | $11,415,881 | 9.13% | |
| SHEN |
Shenandoah Telecommunications Co/Va/
Communication Services
|
726,445 | $11,201,781 | 8.96% | |
| BLND |
Blend Labs, Inc.
Technology
|
6,343,497 | $10,783,944 | 8.62% | |
| KLAR |
Klarna Group plc
Financial Services
|
690,366 | $9,036,890 | 7.23% |
Portfolio Trend
6 quarters · across all stocks
Holdings in BLND
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,783,944 | 6,343,497 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,410,544 | 5,069,258 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,316,622 | 5,566,198 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,017,813 | 4,853,883 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,541,567 | 4,639,274 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,894,633 | 2,587,799 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||