Holdings of General Equity Holdings LP
9 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Consumer discretionary 65.0 %
- Technology 11.3 %
- Consumer staples 9.7 %
- Unattributed 14.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 95.4 %
- DE 4.6 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 8 | 119.4M $ | 95.35 % |
| 2 | DE | 1 | 5.8M $ | 4.65 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Carvana Co | 248,646 | 78.2M $ | |
| 2 | AppLovin Corp | 35,620 | 14.2M $ | |
| 3 | Sea Ltd | 147,068 | 12.2M $ | |
| 4 | OneWater Marine Inc | 634,421 | 6M $ | |
| 5 | Jumia Technologies AG | 844,086 | 5.8M $ | |
| 6 | DoorDash Inc | 21,412 | 3.2M $ | |
| 7 | Oscar Health Inc | 240,000 | 2.8M $ | |
| 8 | Affirm Holdings Inc | 39,301 | 1.8M $ | |
| 9 | ONE Group Hospitality Inc/The | 649,126 | 1.2M $ |