General Equity Holdings LP

Brooklyn, NY · CIK 1700362 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityGENERAL EQUITY HOLDINGS LP (US)

Kindhedge funds, futures
Others nearbyBrooklyn, NY
FamilyGeneral Equity Holdings LP · 2 related pages

$167.5m reported value +24.3% vs Q1 2026

13positions

93.4%in top 10

3 new 6 added 2 reduced 1 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CARVANA CO CL A CVNA	CVNA	1,085,165	$71.4m42.64%	42.64%	Reduced -158.1k	-158,065 -12.7%
2	SEA LTD SPONSORD ADS SE	SE	196,968	$18.9m11.27%	11.27%	Added +49.9k	+49,900 33.9%
3	APPLOVIN CORP COM CL A APP	APP	30,918	$15.9m9.51%	9.51%	Reduced -4.7k	-4,702 -13.2%
4	JUMIA TECHNOLOGIES AG SPONSORED ADS JMIA	JMIA	1,163,922	$8.2m4.90%	4.90%	Added +319.8k	+319,836 37.9%
5	NU HLDGS LTD ORD SHS CL A NU	NU	582,400	$7.8m4.65%	4.65%	Added +60.0k	+60,000 11.5%
6	DOORDASH INC CL A DASH	DASH	40,852	$7.5m4.50%	4.50%	Added +19.4k	+19,440 90.8%
7	NVIDIA CORPORATION COM NVDA	NVDA	37,500	$7.5m4.48%	4.48%	New
8	ONEWATER MARINE INC CL A COM ONEW	ONEW	634,421	$7.1m4.27%	4.27%	Unchanged
9	OSCAR HEALTH INC CL A OSCR	OSCR	240,000	$6.8m4.09%	4.09%	Unchanged
10	FTAI AVIATION LTD SHS FTAI	FTAI	18,973	$5.1m3.06%	3.06%	Added +11.0k	+10,963 136.9%
11	UNITY SOFTWARE INC COM U	U	167,600	$4.8m2.86%	2.86%	New
12	HERBALIFE LTD COM SHS HLF	HLF	355,121	$4.7m2.79%	2.79%	New
13	THE ONE GROUP HOSPITALITY IN COM STKS	STKS	818,390	$1.6m0.98%	0.98%	Added +169.3k	+169,264 26.1%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
AFFIRM HLDGS INC AFRM	AFRM	39,301	$1.8m39.3k shares