General Equity Holdings LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GE General Equity Holdings LP | Institutional Filer | ▼ 15.81% | $134.7M | 11 |
Current Portfolio Holdings
Showing all 11 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | Consumer Cyclical | 249K | $78.2M | 58.02% |
| 2 | APP | AppLovin Corporation | Technology | 36K | $14.2M | 10.52% |
| 3 | SE | Sea Limited | Consumer Cyclical | 147K | $12.2M | 9.04% |
| 4 | NU | Nu Holdings Ltd. | Financial Services | 522K | $7.5M | 5.57% |
| 5 | ONEW | OneWater Marine Inc. | Consumer Cyclical | 634K | $6.0M | 4.45% |
| 6 | JMIA | Jumia Technologies AG | Consumer Cyclical | 844K | $5.8M | 4.32% |
| 7 | DASH | DoorDash, Inc. | Communication Services | 21K | $3.2M | 2.39% |
| 8 | OSCR | Oscar Health, Inc. | Healthcare | 240K | $2.8M | 2.04% |
| 9 | FTAI | FTAI Aviation Ltd. | Industrials | 8K | $2.0M | 1.46% |
| 10 | AFRM | Affirm Holdings, Inc. | Technology | 39K | $1.8M | 1.34% |
| 11 | STKS | The ONE Group Hospitality, Inc. | Consumer Cyclical | 649K | $1.2M | 0.86% |
Showing 1 to 11 of 11 holdings