The Analysis of General Equity Holdings LP's Holdings


Currently, General Equity Holdings LP holds 12 types of securities in its portfolio with a total value $164.4M. In the most recent quarter, they have increased their positions in NU (+634.4K shares, valued at $10.2M), CVNA (+23.9K shares, valued at $9.0M), APP (+11.8K shares, valued at $8.4M); decreased their positions in SE (-51.3K shares, valued at $9.2M), CPNG (-90.0K shares, valued at $2.9M), OSCR (-10.0K shares, valued at $189.3K); initiated new positions in NU (+634.4K shares, valued at $10.2M), APP (+11.8K shares, valued at $8.4M), GOOG (+25.8K shares, valued at $6.3M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
CVNA CARVANA CO260.0K shares10.13%2025-09-302025-11-14history
NU NU HLDGS LTD634.4K sharesnew addition2025-09-302025-11-14history
ONEW ONEWATER MARINE INC546.4K shares16.19%2025-09-302025-11-14history
APP APPLOVIN CORP11.8K sharesnew addition2025-09-302025-11-14history
SE SEA LTD42.3K shares-54.81%2025-09-302025-11-14history
GOOG ALPHABET INC25.8K sharesnew addition2025-09-302025-11-14history
FOUR SHIFT4 PMTS INC68.8K shares13.16%2025-09-302025-11-14history
CPNG COUPANG INC164.1K shares-35.42%2025-09-302025-11-14history
Sponsored
OSCR OSCAR HEALTH INC260.0K shares-3.70%2025-09-302025-11-14history
JMIA JUMIA TECHNOLOGIES AG363.1K sharesnew addition2025-09-302025-11-14history
FTAI FTAI AVIATION LTD22.3K sharesnew addition2025-09-302025-11-14history
STKS THE ONE GROUP HOSPITALITY IN583.6K shares32.92%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available