General Equity Holdings LP — 13F holdings

General Equity Holdings LP reported 13 holdings worth $167M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CVNA CARVANA CO — $71.4M (42.6%)
2. SE SEA LTD — $18.9M (11.3%)
3. APP APPLOVIN CORP — $15.9M (9.5%)
4. JMIA JUMIA TECHNOLOGIES AG — $8.21M (4.9%)
5. NU NU HLDGS LTD — $7.78M (4.6%)
6. DASH DOORDASH INC — $7.54M (4.5%)
7. NVDA NVIDIA CORPORATION — $7.50M (4.5%)
8. ONEW ONEWATER MARINE INC — $7.15M (4.3%)
9. OSCR OSCAR HEALTH INC — $6.84M (4.1%)
10. FTAI FTAI AVIATION LTD — $5.13M (3.1%)