General Equity Holdings LP
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| APPLOVIN CORP | 6,200 | 35,620 | +29,420 | 4,177,684 | 14,176,760 | +9,999,076 |
| AFFIRM HLDGS INC | 0 | 39,301 | +39,301 | 0 | 1,800,772 | +1,800,772 |
| THE ONE GROUP HOSPITALITY INC | 593,621 | 649,126 | +55,505 | 1,038,837 | 1,155,444 | +116,607 |
| ONEWATER MARINE INC | 563,834 | 634,421 | +70,587 | 6,100,684 | 5,995,278 | -105,406 |
| OSCAR HEALTH INC | 245,000 | 240,000 | -5,000 | 3,520,650 | 2,752,800 | -767,850 |
| DOORDASH INC | 18,912 | 21,412 | +2,500 | 4,283,190 | 3,215,012 | -1,068,178 |
| NU HLDGS LTD | 584,400 | 522,400 | -62,000 | 9,782,856 | 7,506,888 | -2,275,968 |
| JUMIA TECHNOLOGIES AG | 653,029 | 844,086 | +191,057 | 8,156,332 | 5,824,193 | -2,332,139 |
| FTAI AVIATION LTD | 22,300 | 8,010 | -14,290 | 4,389,755 | 1,962,450 | -2,427,305 |
| SEA LTD | 114,568 | 147,068 | +32,500 | 14,615,440 | 12,178,701 | -2,436,739 |
| AMAZON COM INC | 24,500 | 0 | -24,500 | 5,655,090 | 0 | -5,655,090 |
| COUPANG INC | 373,285 | 0 | -373,285 | 8,805,793 | 0 | -8,805,793 |
| CARVANA CO | 212,096 | 248,646 | +36,550 | 89,508,754 | 78,169,329 | -11,339,425 |