Vault-13

Whitebark Investors LP

Incline Village, NV · CIK 2042091 · 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.

$129.5m reported value +3.5% vs Q1 2026
10positions
100.0%in top 10
1 new 1 added 2 reduced 0 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).

#SecurityTickerShares Value% of portfolioChangeShares change
1 GLOBAL E ONLINE LTD SHS GLBE GLBE 595,432 $20.7m15.97% 15.97% UnchangedShares held: Q3 2025 450.1k, Q4 2025 595.4k, Q1 2026 595.4k, Q2 2026 595.4k
2 COUPANG INC CL A CPNG CPNG 1,078,020 $18.7m14.46% 14.46% AddedShares held: Q3 2025 922.4k, Q4 2025 1.1m, Q1 2026 1.1m, Q2 2026 1.1m +8.1k +8,123 0.8%
3 GROCERY OUTLET HLDG CORP COM GO GO 1,619,274 $16.2m12.48% 12.48% UnchangedShares held: Q3 2025 650.0k, Q4 2025 1.6m, Q1 2026 1.6m, Q2 2026 1.6m
4 MICROSOFT CORP COM MSFT MSFT 41,893 $15.6m12.07% 12.07% ReducedShares held: Q3 2025 66.1k, Q4 2025 50.9k, Q1 2026 50.9k, Q2 2026 41.9k -9.0k -8,966 -17.6%
5 KLARNA GROUP PLC SHS KLAR KLAR 690,366 $14.0m10.79% 10.79% UnchangedShares held: Q3 2025 60.0k, Q4 2025 267.4k, Q1 2026 690.4k, Q2 2026 690.4k
6 FLUTTER ENTMT PLC SHS FLUT FLUT 134,766 $13.8m10.64% 10.64% UnchangedShares held: Q3 2025 139.8k, Q4 2025 134.8k, Q1 2026 134.8k, Q2 2026 134.8k
7 GOOSEHEAD INS INC COM CL A GSHD GSHD 269,322 $13.1m10.09% 10.09% UnchangedShares held: Q3 2025 339.0k, Q4 2025 269.3k, Q1 2026 269.3k, Q2 2026 269.3k
8 BLEND LABS INC CL A BLND BLND 6,343,497 $10.8m8.38% 8.38% UnchangedShares held: Q3 2025 5.6m, Q4 2025 5.1m, Q1 2026 6.3m, Q2 2026 6.3m
9 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM TSM 8,595 $4.1m3.17% 3.17% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 8.6k
10 SHENANDOAH TELECOMMUNICATION COM SHEN SHEN 167,153 $2.5m1.95% 1.95% ReducedShares held: Q3 2025 0, Q4 2025 423.1k, Q1 2026 726.4k, Q2 2026 167.2k -559.3k -559,292 -77.0%