Institutional
Whitebark Investors LP
CIK 0002042091
$125.1M
Reported AUM
9
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · Whitebark Investors LP · Q1 2026
AI · grounded in 13F
Whitebark Investors LP increased its position in Klarna Group PLC by 158.2%. The fund also accumulated shares of SHEN by 71.7% and BLND by 25.1%. Additionally, the fund added four new positions to its portfolio, which now consists of nine holdings with a total AUM of $125.1M.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CPNG | COUPANG INC | $15.16 | -1.81% | -47.25% | -49.40% | $20.2M | 16.15% | — | HELD |
| 2 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $18.8M | 15.05% | — | HELD |
| 3 | GLBE | GLOBAL E ONLINE LTD | $40.26 | 3.50% | 28.13% | -49.01% | $18.4M | 14.69% | — | HELD |
| 4 | FLUT | FLUTTER ENTMT PLC | $107.78 | -1.17% | -63.60% | -43.93% | $13.7M | 10.99% | — | HELD |
| 5 | GSHD | GOOSEHEAD INS INC | $70.72 | 2.76% | -17.50% | -49.09% | $11.5M | 9.19% | — | HELD |
| 6 | GO | GROCERY OUTLET HLDG CORP | $9.14 | 0.22% | -32.67% | -65.08% | $11.4M | 9.13% | — | HELD |
| 7 | SHEN | SHENANDOAH TELECOMMUNICATION | $12.71 | 7.35% | -3.13% | -56.21% | $11.2M | 8.96% | — | HELD |
| 8 | BLND | BLEND LABS INC | $1.81 | 1.12% | -49.72% | -88.94% | $10.8M | 8.62% | — | HELD |
| 9 | KLAR | KLARNA GROUP PLC | $18.62 | -0.48% | -56.62% | -50.44% | $9.0M | 7.23% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002045. 13F discloses long positions only — shorts, foreign equities, and options are excluded.