General Equity Holdings LP
Top Portfolio Positions
11 positions ·
$134,737,625 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVNA |
Carvana Co.
Consumer Cyclical
|
248,646 | $78,169,329 | 58.02% | |
| APP |
AppLovin Corp
Communication Services
|
35,620 | $14,176,760 | 10.52% | |
| SE |
Sea Ltd
Consumer Cyclical
|
147,068 | $12,178,701 | 9.04% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
522,400 | $7,506,888 | 5.57% | |
| ONEW |
OneWater Marine Inc.
Consumer Cyclical
|
634,421 | $5,995,278 | 4.45% | |
| JMIA |
Jumia Technologies AG
Consumer Cyclical
|
844,086 | $5,824,193 | 4.32% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
21,412 | $3,215,011 | 2.39% | |
| OSCR |
Oscar Health, Inc.
Healthcare
|
240,000 | $2,752,800 | 2.04% | |
| FTAI |
FTAI Aviation Ltd.
Industrials
|
8,010 | $1,962,450 | 1.46% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
39,301 | $1,800,771 | 1.34% |
Portfolio Trend
25 quarters · across all stocks
Holdings in JMIA
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,824,193 | 844,086 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,156,332 | 653,029 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,215,591 | 363,100 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||