General Equity Holdings LP
Net buyer this quarter
$167M
13
+$15.7M
93.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 CVNA | $71.4M | 42.64% | Not reported | -12.7% | Q4 2018 |
 SE | $18.9M | 11.27% | 0.11% | +33.9% | Q2 2018 |
 APP | $15.9M | 9.51% | 0.01% | -13.2% | Q3 2025 |
 JMIA | $8.21M | 4.90% | 0.47% | +37.9% | Q3 2025 |
 NU | $7.78M | 4.65% | Not reported | +11.5% | Q3 2025 |
 DASH | $7.54M | 4.50% | Not reported | +90.8% | Q4 2025 |
 NVDA | $7.5M | 4.48% | 0.00% | New | Q2 2026 |
 ONEW | $7.15M | 4.27% | 63442.10% | Not reported | Q4 2020 |
 OSCR | $6.84M | 4.09% | Not reported | Not reported | Q1 2021 |
 FTAI | $5.13M | 3.06% | 0.02% | +136.9% | Q3 2025 |
 U | $4.79M | 2.86% | 0.04% | New | Q2 2026 |
 HLF | $4.67M | 2.79% | 0.34% | Not reported | Q3 2019 |
 STKS | $1.64M | 0.98% | 2.58% | +26.1% | Q1 2025 |
| Q1 2026 | |||||
| CVNA | $78.2M | 58.02% | Not reported | +17.2% | Q4 2018 |
| APP | $14.2M | 10.52% | 0.01% | +474.5% | Q3 2025 |
| SE | $12.2M | 9.04% | 0.08% | +28.4% | Q2 2018 |
| NU | $7.51M | 5.57% | Not reported | -10.6% | Q3 2025 |
| ONEW | $6M | 4.45% | 63442.10% | +12.5% | Q4 2020 |
| JMIA | $5.82M | 4.32% | 0.34% | +29.3% | Q3 2025 |
| DASH | $3.22M | 2.39% | Not reported | +13.2% | Q4 2025 |
| OSCR | $2.75M | 2.04% | Not reported | -2.0% | Q1 2021 |
| FTAI | $1.96M | 1.46% | 0.01% | -64.1% | Q3 2025 |
 AFRM | $1.8M | 1.34% | 0.07% | New | Q1 2026 |
| STKS | $1.16M | 0.86% | 2.06% | +9.4% | Q1 2025 |
| Q4 2025 | |||||
| CVNA | $89.5M | 55.93% | Not reported | -18.4% | Q4 2018 |
| SE | $14.6M | 9.13% | 0.06% | +171.2% | Q2 2018 |
| NU | $9.78M | 6.11% | Not reported | -7.9% | Q3 2025 |
 CPNG | $8.81M | 5.50% | Not reported | +127.5% | Q2 2025 |
| JMIA | $8.16M | 5.10% | 0.26% | +79.9% | Q3 2025 |
| ONEW | $6.1M | 3.81% | 56383.40% | +3.2% | Q4 2020 |
 AMZN | $5.66M | 3.53% | 0.00% | Not reported | Q2 2020 |
| FTAI | $4.39M | 2.74% | 0.02% | Not reported | Q3 2025 |
| DASH | $4.28M | 2.68% | Not reported | New | Q4 2025 |
| APP | $4.18M | 2.61% | 0.00% | -47.2% | Q3 2025 |
| OSCR | $3.52M | 2.20% | Not reported | -5.8% | Q1 2021 |
| STKS | $1.04M | 0.65% | 1.90% | +1.7% | Q1 2025 |
| Q3 2025 | |||||
| CVNA | $98.1M | 59.67% | Not reported | +10.1% | Q4 2018 |
| NU | $10.2M | 6.18% | Not reported | New | Q3 2025 |
| ONEW | $8.65M | 5.27% | 54636.50% | +16.2% | Q4 2020 |
| APP | $8.44M | 5.14% | 0.00% | New | Q3 2025 |
| SE | $7.55M | 4.59% | 0.02% | -54.8% | Q2 2018 |
 GOOG | $6.28M | 3.82% | Not reported | Not reported | Q4 2017 |
 FOUR | $5.33M | 3.24% | 0.08% | +13.2% | Q2 2025 |
| CPNG | $5.28M | 3.21% | Not reported | -35.4% | Q2 2025 |
| OSCR | $4.92M | 2.99% | Not reported | -3.7% | Q1 2021 |
| JMIA | $4.22M | 2.56% | 0.15% | New | Q3 2025 |
| FTAI | $3.72M | 2.26% | 0.02% | New | Q3 2025 |
| STKS | $1.73M | 1.05% | 1.88% | +32.9% | Q1 2025 |