13FBOX
General Equity Holdings LP · 13F Holdings
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General Equity Holdings LP

No.7754 Data as of 2026Q2
Latest AUM (Q2 2026)
$167.5M
QoQ Change Q1 2026
+$32.8M+24.3%
Holdings
13
New Buys
3
Adds
7
Reduces
1
Exits
1
Unchanged
2
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
CCARVANA CO CL ACVNA
42.64%58.02%$71.4M1.1M$78.2M248,646+836,519+336.43%Add
SSEA LTD SPONSORD ADSSE
11.27%9.04%$18.9M196,968$12.2M147,068+49,900+33.93%Add
AAPPLOVIN CORPAPP
9.51%10.52%$15.9M30,918$14.2M35,620-4,702-13.20%Reduce
JUMIA TECHNOLOGIES AG SPON ADS EACH REP 2 ORD SHSJMIA
4.9%4.32%$8.2M1.2M$5.8M844,086+319,836+37.89%Add
NU HLDGS LTDNU
4.65%5.57%$7.8M582,400$7.5M522,400+60,000+11.49%Add
DDOORDASH INCDASH
4.5%2.39%$7.5M40,852$3.2M21,412+19,440+90.79%Add
NVIDIA CORPORATIONNVDA
4.48%$7.5M37,500$00+37,500New Buy
ONEWATER MARINE INC CL A COMONEW
4.27%4.45%$7.1M634,421$6.0M634,42100.00%Unchanged
OSCAR HEALTH INCOSCR
4.09%2.04%$6.8M240,000$2.8M240,00000.00%Unchanged
FFTAI AVIATION LTDFTAI
3.06%1.46%$5.1M18,973$2.0M8,010+10,963+136.87%Add
UUNITY SOFTWARE INCU
2.86%$4.8M167,600$00+167,600New Buy
HERBALIFE LTDHLF
2.79%$4.7M355,121$00+355,121New Buy
TTHE ONE GROUP HOSPITALITY INC COMSTKS
0.98%0.86%$1.6M818,390$1.2M649,126+169,264+26.08%Add

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow