13F HOLDINGS REPORT
General Equity Holdings LP
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001999371-26-003382
Total Value
$160.0M
Positions
12
Other Managers
0
Confidential Omitted
No
Holdings (12)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 212,096 | $89.5M | 55.93% |
| 2 | SEA LTD | SE | 114,568 | $14.6M | 9.13% |
| 3 | NU HLDGS LTD | NU | 584,400 | $9.8M | 6.11% |
| 4 | COUPANG INC | CPNG | 373,285 | $8.8M | 5.50% |
| 5 | JUMIA TECHNOLOGIES AG | JMIA | 653,029 | $8.2M | 5.10% |
| 6 | ONEWATER MARINE INC | ONEW | 563,834 | $6.1M | 3.81% |
| 7 | AMAZON COM INC | AMZN | 24,500 | $5.7M | 3.53% |
| 8 | FTAI AVIATION LTD | FTAIN | 22,300 | $4.4M | 2.74% |
| 9 | DOORDASH INC | DASH | 18,912 | $4.3M | 2.68% |
| 10 | APPLOVIN CORP | APP | 6,200 | $4.2M | 2.61% |
| 11 | OSCAR HEALTH INC | OSCR | 245,000 | $3.5M | 2.20% |
| 12 | THE ONE GROUP HOSPITALITY INC | 88338K103 | 593,621 | $1.0M | 0.65% |