General Equity Holdings LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARVANA CO(CVNA) | 236,080 | 260,002 | +23,922 | 79,549,517 | 98,083,154 | 59.67% | +18,533,637 |
| NU HLDGS LTD(NU) | 0 | 634,400 | +634,400 | 0 | 10,156,744 | 6.18% | +10,156,744 |
| APPLOVIN CORP(APP) | 0 | 11,750 | +11,750 | 0 | 8,442,845 | 5.14% | +8,442,845 |
| SEA LTD(SE) | 0 | 42,250 | +42,250 | 0 | 7,551,343 | 4.59% | +7,551,343 |
| ALPHABET INC(GOOG) | 0 | 25,800 | +25,800 | 0 | 6,283,590 | 3.82% | +6,283,590 |
| JUMIA TECHNOLOGIES AG | 0 | 363,100 | +363,100 | 0 | 4,215,591 | 2.56% | +4,215,591 |
| FTAI AVIATION LTD(FTAI) | 0 | 22,300 | +22,300 | 0 | 3,720,978 | 2.26% | +3,720,978 |
| ONEWATER MARINE INC | 470,246 | 546,365 | +76,119 | 6,296,594 | 8,654,422 | 5.27% | +2,357,828 |
| THE ONE GROUP HOSPITALITY IN | 439,107 | 583,649 | +144,542 | 1,778,383 | 1,727,601 | 1.05% | -50,782 |
| SHIFT4 PMTS INC(FOUR) | 60,800 | 68,800 | +8,000 | 6,025,888 | 5,325,120 | 3.24% | -700,768 |
| OSCAR HEALTH INC(OSCR) | 270,000 | 260,000 | -10,000 | 5,788,800 | 4,921,800 | 2.99% | -867,000 |
| NATIONAL VISION HLDGS INC(EYE) | 80,000 | 0 | -80,000 | 1,840,800 | 0 | — | -1,840,800 |
| COUPANG INC(CPNG) | 254,100 | 164,100 | -90,000 | 7,612,836 | 5,284,020 | 3.21% | -2,328,816 |
| ROOT INC(ROOT) | 19,700 | 0 | -19,700 | 2,521,009 | 0 | — | -2,521,009 |
| CITI TRENDS INC | 172,229 | 0 | -172,229 | 5,750,726 | 0 | — | -5,750,726 |
| SEA LTD(SE) | 93,500 | 0 | -93,500 | 14,954,390 | 0 | — | -14,954,390 |