Q3 2025 · 13F-HR
General Equity Holdings LPholdings as filed
Filed 2025-11-14 · accession 0001999371-25-017779
$164.4M
Reported value
12
Positions
2025-09-30
Period end
The Brief · General Equity Holdings LP · Q3 2025
AI · grounded in 13F
General Equity Holdings LP established a new position in CVNA valued at $98.1M. The fund also initiated new stakes in NU for $10.2M and ONEW for $8.7M. Additional new positions include APP at $8.4M, SE at $7.6M, and GOOG at $6.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $98.1M | 59.7% | 260,002 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $10.2M | 6.18% | 634,400 | Common | SOLE |
| 68280L101 | ONEW | ONEWATER MARINE INC | $8.7M | 5.27% | 546,365 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $8.4M | 5.14% | 11,750 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $7.6M | 4.59% | 42,250 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $6.3M | 3.82% | 25,800 | Common | SOLE |
| 82452J109 | FOUR | SHIFT4 PMTS INC | $5.3M | 3.24% | 68,800 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $5.3M | 3.21% | 164,100 | Common | SOLE |
| 687793109 | OSCR | OSCAR HEALTH INC | $4.9M | 2.99% | 260,000 | Common | SOLE |
| 48138M105 | JMIA | JUMIA TECHNOLOGIES AG | $4.2M | 2.56% | 363,100 | Common | SOLE |
| G3730V105 | FTAI | FTAI AVIATION LTD | $3.7M | 2.26% | 22,300 | Common | SOLE |
| 88338K103 | STKS | THE ONE GROUP HOSPITALITY IN | $1.7M | 1.05% | 583,649 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.