13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001999371-25-017779
Total Value
$164.4M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 260,002 | $98.1M | 59.67% |
| 2 | NU HLDGS LTD | NU | 634,400 | $10.2M | 6.18% |
| 3 | ONEWATER MARINE INC | ONEW | 546,365 | $8.7M | 5.27% |
| 4 | APPLOVIN CORP | APP | 11,750 | $8.4M | 5.14% |
| 5 | SEA LTD | SE | 42,250 | $7.6M | 4.59% |
| 6 | ALPHABET INC | GOOG | 25,800 | $6.3M | 3.82% |
| 7 | SHIFT4 PMTS INC | 82452J109 | 68,800 | $5.3M | 3.24% |
| 8 | COUPANG INC | CPNG | 164,100 | $5.3M | 3.21% |
| 9 | OSCAR HEALTH INC | OSCR | 260,000 | $4.9M | 2.99% |
| 10 | JUMIA TECHNOLOGIES AG | JMIA | 363,100 | $4.2M | 2.56% |
| 11 | FTAI AVIATION LTD | FTAIN | 22,300 | $3.7M | 2.26% |
| 12 | THE ONE GROUP HOSPITALITY IN | 88338K103 | 583,649 | $1.7M | 1.05% |