Whitebark Investors LP
Net seller this quarter
$129M
10
-$7.53M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 GLBE | $20.7M | 15.97% | 0.35% | Not reported | Q4 2024 |
 CPNG | $18.7M | 14.46% | Not reported | +0.8% | Q4 2024 |
 GO | $16.2M | 12.48% | 1.64% | Not reported | Q1 2025 |
 MSFT | $15.6M | 12.07% | 0.00% | -17.6% | Q4 2024 |
 KLAR | $14M | 10.79% | 0.18% | Not reported | Q3 2025 |
 FLUT | $13.8M | 10.64% | 0.08% | Not reported | Q4 2024 |
 GSHD | $13.1M | 10.09% | 1.27% | Not reported | Q4 2024 |
 BLND | $10.8M | 8.38% | 2.68% | Not reported | Q4 2024 |
 TSM | $4.1M | 3.17% | 0.00% | New | Q2 2026 |
 SHEN | $2.52M | 1.95% | 0.30% | -77.0% | Q4 2025 |
| Q1 2026 | |||||
| CPNG | $20.2M | 16.15% | Not reported | +1.8% | Q4 2024 |
| MSFT | $18.8M | 15.05% | 0.00% | Not reported | Q4 2024 |
| GLBE | $18.4M | 14.69% | 0.35% | Not reported | Q4 2024 |
| FLUT | $13.7M | 10.99% | 0.08% | Not reported | Q4 2024 |
| GSHD | $11.5M | 9.19% | 1.27% | Not reported | Q4 2024 |
| GO | $11.4M | 9.13% | 1.65% | Not reported | Q1 2025 |
| SHEN | $11.2M | 8.96% | 1.31% | +71.7% | Q4 2025 |
| BLND | $10.8M | 8.62% | 2.56% | +25.1% | Q4 2024 |
| KLAR | $9.04M | 7.23% | 0.18% | +158.2% | Q3 2025 |
| Q4 2025 | |||||
| FLUT | $29M | 17.46% | 0.08% | -3.6% | Q4 2024 |
| CPNG | $24.8M | 14.94% | Not reported | +13.9% | Q4 2024 |
| MSFT | $24.6M | 14.82% | 0.00% | -23.1% | Q4 2024 |
| GLBE | $23.4M | 14.10% | 0.35% | +32.3% | Q4 2024 |
| GSHD | $19.8M | 11.95% | 1.27% | -20.6% | Q4 2024 |
| GO | $16.4M | 9.85% | 1.65% | +149.1% | Q1 2025 |
| BLND | $15.4M | 9.28% | 1.98% | -8.9% | Q4 2024 |
| KLAR | $7.73M | 4.66% | 0.07% | +345.6% | Q3 2025 |
| SHEN | $4.89M | 2.95% | 0.77% | New | Q4 2025 |
| Q3 2025 | |||||
| FLUT | $35.5M | 16.91% | 0.08% | -52.6% | Q4 2024 |
| MSFT | $34.3M | 16.31% | 0.00% | -50.0% | Q4 2024 |
| CPNG | $29.7M | 14.14% | Not reported | -46.9% | Q4 2024 |
 TDS | $28.6M | 13.62% | 0.63% | -50.0% | Q1 2025 |
| GSHD | $25.2M | 12.01% | 1.60% | Not reported | Q4 2024 |
| BLND | $20.3M | 9.67% | 2.14% | -42.7% | Q4 2024 |
| GLBE | $16.1M | 7.66% | 0.27% | +0.9% | Q4 2024 |
| GO | $10.4M | 4.97% | 0.66% | -50.0% | Q1 2025 |
 TMO | $7.66M | 3.65% | 0.00% | New | Q3 2025 |
| KLAR | $2.2M | 1.05% | Not reported | New | Q3 2025 |