Whitebark Investors LP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WI Whitebark Investors LP | Institutional Filer | ▼ 24.66% | $125.1M | 9 |
Current Portfolio Holdings
Showing all 9 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CPNG | Coupang, Inc. | Consumer Cyclical | 1.1M | $20.2M | 16.15% |
| 2 | MSFT | Microsoft Corporation | Technology | 51K | $18.8M | 15.05% |
| 3 | GLBE | Global-e Online Ltd. | Consumer Cyclical | 595K | $18.4M | 14.69% |
| 4 | FLUT | Flutter Entertainment plc | Consumer Cyclical | 135K | $13.7M | 10.99% |
| 5 | GSHD | Goosehead Insurance, Inc | Financial Services | 269K | $11.5M | 9.19% |
| 6 | GO | Grocery Outlet Holding Corp. | Consumer Defensive | 1.6M | $11.4M | 9.13% |
| 7 | SHEN | Shenandoah Telecommunications Company | Communication Services | 726K | $11.2M | 8.96% |
| 8 | BLND | Blend Labs, Inc. | Technology | 6.3M | $10.8M | 8.62% |
| 9 | KLAR | Klarna Group plc | Technology | 690K | $9.0M | 7.23% |
Showing 1 to 9 of 9 holdings